One word document for multiple businesses

[mbhamm]

Is there a way to create a master word document that can be used for multiple businesses?



We have a few locations of a certain business. We have a Policy and Procedures document for each location. This document is the same for each location except for the name and address for each. The name of the location shows up in multiple locations in the document.

I would like one document where you can go and enter the name of the business somewhere, one time, and the name will fill in through out the document.

Is this possible?

thanks,
Mark

[csartur]

Hi,

You can try Word's Mail Merge feature to create a document like that. It's not quite straightforward so if you are new to it start with the Step by Step Mail Merge Wizard (Mailings tab / Start Mail Merge dropdown).

Regards,
Artúr

[mbhamm]

thanks, I will give it a try.

[Charles Kenyon]

I once set up documents to be used in 60 different locations in ten regions, with information about both local and regional offices to be incorporated. The way I did it was with AutoText stored in local Global Templates. The local information was incorporated into documents using AutoText fields. AutoText can handle text and images.

Automated Boilerplate Using Microsoft Word

[macropod]

This really isn't a project requiring mailmerge. All you need to replicate the name and address details in multiple locations in the document is to bookmark them in one location, then use cross-references to the bookmark(s) to replicate the data in all the other locations. See: http://gregmaxey.com/word_tip_pages/repeating_data.html

[Charles Kenyon]

I agree with Paul, if what you are simply trying to do is replicate the name of a business in something you are preparing or sending out. The AutoText solution is suggested is for preparing templates that can be used in multiple businesses (or business locations).