Dynamic Word Documents

[kperry02]

Is it possible to create a dynamic Word Document? I am looking to have sections hidden and shown based on the data being uploaded. For example: If I have two customers with different levels of information or support, I may want to show less information and hide sections for the basic customer, and show all sections for the more advanced one. Is something like this possible?

[Charles Kenyon]

Is it possible? Yes.

Better solution is likely to have a template with a userform that constructs a document on-the-fly as needed.

• Create a Simple Userform
• Create & Employ a Userform
• Templates in Microsoft Word

The particular information could be stored in the template as building blocks (AutoText). Automated Boilerplate Using Microsoft Word

[kperry02]

Thanks Charles. Is there a way to import information into Word and have it be dynamic as opposed to filling the information in Word using the Userform. Thanks

[Charles Kenyon]

Is there a way? Yes, but it is more complex than using a UserForm. I would not attempt it. It would still require vba.

Look into AutoText.

[kperry02]

Thank you, I appreciate it!

[Charles Kenyon]

Sorry. you could also use IF Fields and only display text if some other bookmarked text had a value that met a test. I should have thought of it earlier.

If fields are limited in the amount of text they can hold, but you can have multiple fields.

[Charles Kenyon]

Look at using an ASK field combined with the IF field to get your results.
Understanding Word Field Codes by Mike Lewis