Showing or hiding portions of contract based on selected services.

[BlackrazorNZ]

Hi there,



The company I work for provides a very wide range of services. We have a general contract that covers most products, but there are a few specific items that because of either their complexity or risk factor we have additional clauses to cover.

What I'm trying to achieve in Word is to somehow allow the end user to tick a range of boxes to indicate which of these additional services they are providing. The document would then show :

1. The general T's&C's applicable to all services.
2. Show any sections applicable only to the selected additional services.
3. Hide any sections applicable only to additional services not selected.

And the zinger - this all needs to be accomplished in a Word document that is embedded inside an Excel spreadsheet - won't go into detail 'why?', that's just how it is, and is the main reason why I need to do it inside Word rather than purchase a specific contract creation tool. Ideally, I would like the buttons/selection points that allow you to choose which (if any) additional services you want on the contract, to only show when the document is being edited, not once it is deselected and embedded as an object inside Excel.

Once all is said and done, the completed tool will be handed to upwards of 50 sales execs and service managers to support their proposal and contract preparation.

Any idea where I can start on doing the above?

Many thanks.

[OTPM]

Hi
I would suggest you set up all of your clauses as AutoText entries and give them all SHORT unique names. Then each sales exec could just enter the clauses they want included in the proposal using the short AutoText names and build the contract that way. You could setup a separate template for this.
Hope this makes sense.
Tony