Hello everyone!

I would like to speed up my tasks at work.

I have an existing company document from head office that I must use and somewhat automate. The company document has the firm’s logo in it and boxes, tables, etc.

What I mean by automate is that I want MS Word to prompt me to enter the tombstone data that will be replicated throughout the document where I set up the command to replicate.

I do not want to set up data files for the particular client. I just want the information I am prompted for to be entered throughout the document each time.

Is this possible and if so, is time consuming to do so?



Thank you in advance.

First, "template" is a term of art (or jargon) in Word. It means a special kind of document that is used to create new documents. An online form is a document that gathers information and puts it where you want. Ideally you will make a template for an online form.
Templates in Microsoft Word
If you create a template, someone using Office Button > New can use it to create a new document that can be edited and saved without altering the original.

The next link is about to have access to such a template using the QAT:
File New Variations in the Versions of Word

There are a number of ways you can get data in a form and replicate it. See Repeating Data (Populating Multiple Like Fields).

Forms can be made with more or less flexibility for editing. In some you can only type information in limited fields.
Here is an article with links about using classic online forms.
Making Forms with Microsoft Word

Word 2007 introduced Content Controls which you should only use if everyone using the form will have at least Word 2007.
Word Content Controls

Hope this helps.

Thanks!

I'll give it a try in a few weeks. I haven't been able to do so. I am sure I will have more questions.