Hello

I'm creating a word document that changes depending on the client.

I've searched Google for help with adding variables but when I try to create my own I seem to make a mistake.

I basically need [First_Name] [Surname] [Company_Name]

So far I have done the following:


-Menu button in top left
-Prepare>Properties
-Document properties>Advanced properties
-Custom>Name=[First_Name]>Value=[First_Name]>Add

Is this the best method to use? I've seen people attempt different ways by using Labels in the mail merge tab.

Any advice would be greatly appreciated

Gregos

There are lots of ways to do what you want. They include document properties, document variables (much harder), Mail Merge, and AutoText.

If this is a document you are creating and mailing or sending by pdf (not sending as a Word document), mailmerge is probably the simplest. If it is a document that you are creating for their use as one of many, you want to be creating a template. You could have AutoText entries in the template displayed by AutoText fields.

How would I use AutoText fields?

I think the template would be the best bet for this document.

If you are creating a template, then create a simple userform for it to insert the variable data - see http://www.gmayor.com/Userform.htm

__________________
Graham Mayor - MS MVP (Word) (2002-2019)
Visit my web site for more programming tips and ready made processes www.gmayor.com

First, I agree with Graham that this could be suited for a userform if it will be used in an environment that allows use of macros.

To insert an AutoText field named firmmail, you can type "AutoText firmmail" without the quotation marks, select what you just typed, press Ctrl+F9 and then F9. Before you press the F9 key it will look like { AutoText firmmail }. After you press F9 it will display whatever the entry holds. Note, you cannot simply type the braces {}; you must use the Ctrl+F9 to insert them as a pair.

You must create/save the AutoText entry first. Again, which tool will work best depends very much on what it is you are trying to do.

The same method can be used to display document variables or custom document properties. Instead you would be using { DocVariable firmmail } or { DocProperty firmmail } fields instead. "Firmmail" is the name of custom document property or document variable that you created.

Unlike AutoText, document properties and/or variables in a template become embedded in a document created from the template. Graham and Greg Maxey worked together to create a tool which makes it easy to insert either. CC⁄V⁄BM & DP Tools Add-in That is not part of the interface, you have to download it and use it. It is the simplest way I know to insert document variables without programming.

Document is finally complete.

Thank you guys for all your help!