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Old 09-17-2014, 05:49 AM
Ollsbols Ollsbols is offline Document classification Windows 8 Document classification Office 2010 64bit
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Hi all,



I hope you can help. I have searched but I am not sure if I am using the correct terms. I am trying to make a template that forces the user to classify the document when first opened (Confidential, Private, etc.).

Process: Open template > Presented with 4 classification options > Select 1 option > Option displays in the footer or on the bottom of the page.

Is this possible?

Regards

Oliver
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Old 09-17-2014, 06:55 AM
Charles Kenyon Charles Kenyon is offline Document classification Windows 7 64bit Document classification Office 2010 32bit
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First, a nit to pick, but an important one: You use a template by creating a new document based on the template, not by opening it. This matters.
Templates in Microsoft Word

There are several ways to do what you want. The most user-friendly and elegant is to have a UserForm that gathers the information and populates your document.
Create a Simple Userform
This requires use of vba (macros).
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Old 09-17-2014, 07:18 AM
Ollsbols Ollsbols is offline Document classification Windows 8 Document classification Office 2010 64bit
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Thanks Charles. I will have a read of the info you have pointed me at.if I have further questions I will come back.

Regards

Oliver
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