Auto Paste

[Magav]

Hello.
Hope someone can help. My search on internet brought no results.
In my office, we have multiple forms with one common headings, such as personal information of a client: first and last names, age, ID number and so on. Presently, we have about 5 forms and we need to fill each separately with the same basic information.

What we want to do, is to place all forms on one .docx file and have a table designed in such a way that while feeling the first set of personal information, the other corresponding tables are filled automatically. For example, I am typing client's name in the first form, and his name appears on other 4 forms where it should be - very much like Paste Special in Excel.

Any suggestions?


Tanks!!!

[gmayor]

If all the 'forms' are in a single document then just use cross references to the original information. This can be a bit fiddly unless the forms use form fields or content controls, so for preference I would suggest a VBA userform to collect the common data and write it to bookmarks or document variables throughout the document as required. This is not as difficult as it might sound - see http://www.gmayor.com/installing_macro.htm and http://www.gmayor.com/Userform.htm

[Magav]

Thank you for the reply. Although it says: "for dummies," I think i am yet to graduate to that level. What I did understand, was that it has to do with Macros, and that it has to do with codes; this is slightly beyond my comprehension level. Somehow, I was under the impression I could use "fields" functions.

Anyway, I am thankful for you taking time to respond.

[gmayor]

You can use field functions, but the macro solution is more elegant. If you use legacy form fields, you can cross reference to the field and if the cross reference is in the body of the text, and you check the form field check box to 'calculate on exit' the cross reference field will update to display the data in the form field. The disadvantage is that the form must be protected for forms.

You can also use content controls, but as that is more complicated you need an add-in to simplify the process - see http://gregmaxey.com/word_tip_pages/...ols_addin.html.

Or you could pay someone to do the job for you

[Magav]

Hahahahaahaha, I could. I will try to learn the functions you described. After all, this may be not the only form I would need to create in the future.

Thanks.