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Help: Form to Letter Creation
My team is about to go into a busy season of massive paper work in the next 3 months and i want to create a form questionnaire where its answers will occupy certain parts of our extensive letter template.
I want to know which of the MS Office programs will be able to do this and how this is done. I am somewhat of a beginner to word, but have a general understanding of its features. example name: Jane Doe date: 89/10/1112 job title: Analyst salary: $123,456 date of start: 01/23/4567 Hello __name here__, __date here__ Your started date as a ___job title here___ will occur __date of start here___. You will be paid __salary here__. |
#2
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Have a look at Greg Maxey's blog here
http://gregmaxey.com/word_tip_pages/repeating_data.html I would recommend the linked Content Controls method |
#3
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That method is certainly a valid approach, but personally I would create a userform to gather the variable texts and insert them either at bookmarked locations or using document variable fields - see http://www.gmayor.com/Userform.htm for the basics. You could use the same userform to write the values to an Excel worksheet to keep a record of the job offers that you have made.
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Graham Mayor - MS MVP (Word) (2002-2019) Visit my web site for more programming tips and ready made processes www.gmayor.com |
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forms, template |
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