Automate entering variable info into a lease document

[JMattero]

Hello:


I have rental properties. When a new tenant is approved I have to fill out a lease document, and mine is 13 pages long. 95% of the information on this lease document is static. The only things that change on each lease are items such as Tenant name(s), property address, rental amount, etc.

I would like to have a way of doing the following... When I click to open the lease, a form would come up in which I would enter the changing information only. Then, that form would populate the lease document.

To be a little clearer, along with the lease, there are 5 or 6 other documents that I give to the tenant. The same information (tenant name(s), property address, etc) are also required on each of those associated documents.

I am thinking I can create one long "Move-in package" of documents which would contain all of the various "sub-documents" (lease, helpful phone numbers, move out charges, etc). Then, that form that I fill in would populate all of these various documents with the repetitive information.

I am NOT a programmer, and I have never used VB. Is there any way to accomplish this?

Thanks in advance.

[Mandy11]

A mail merge should accomplish everything you are trying to do.

[JMattero]

Originally Posted by Mandy11

A mail merge should accomplish everything you are trying to do.

Mandy - please explain. I have done a mail merge before for a form letter I sent to absentee landlords to see if they wished to sell their properties. That entailed creating an Excel document with the names and address of the owners, and a form letter with fields in it. I merged the two documents and Word looked to the Excel document to populate the letter.

In this case, I want to bring up the lease and associated documents, and have a window pop up asking me to fill in the Tenant Name, Property Address, rent amount, date of lease, etc. If I can accomplish that in a mail merge, please direct me on how to do it.

Thanks.

[Mandy11]

You would have to fill out the excel spreadsheet with the information and then it will populate all of your documents.

[Charles Kenyon]

Otherwise, if you only want the information for one document, you could use a UserForm.

Create a Simple Userform
Create & Employ a Userform