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Old 07-25-2017, 09:42 AM
Charles Kenyon Charles Kenyon is offline Need to create document that will auto insert text based on parameters Windows 10 Need to create document that will auto insert text based on parameters Office 2013
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The parts to be inserted can be inserted using an AutoText field and stored as AutoText entries in either your document template or a global template.


Automated Boilerplate Using Microsoft Word
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Old 07-25-2017, 09:46 AM
parisfranco parisfranco is offline Need to create document that will auto insert text based on parameters Windows 10 Need to create document that will auto insert text based on parameters Office 2016
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Originally Posted by Charles Kenyon View Post
The parts to be inserted can be inserted using an AutoText field and stored as AutoText entries in either your document template or a global template.
Automated Boilerplate Using Microsoft Word
yes exactly I want to create one big template for all documents.....
maybe can word just create another document from this template....so it will be not the same doc and not have any forms etc...that would be the best....

is that link you gave me easy to understand?
I want to paste also like content that is 3 pages long.....is that ok or too much data?

imagine guys I am creating personal report for somebody and I want to just let the word do all the pasting of the pre prepared text....based on parameters like age, day of birth, month, name etc......
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Old 07-25-2017, 12:36 PM
Charles Kenyon Charles Kenyon is offline Need to create document that will auto insert text based on parameters Windows 10 Need to create document that will auto insert text based on parameters Office 2013
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Quote:
Originally Posted by parisfranco View Post
yes exactly I want to create one big template for all documents.....
maybe can word just create another document from this template....so it will be not the same doc and not have any forms etc...that would be the best....

is that link you gave me easy to understand?
I want to paste also like content that is 3 pages long.....is that ok or too much data?

imagine guys I am creating personal report for somebody and I want to just let the word do all the pasting of the pre prepared text....based on parameters like age, day of birth, month, name etc......
I am also a lawyer and the author of the link. I would say it is intermediate. You are a better judge than am I as to how h

You could include a lot of stuff in a single AutoText entry. Editing an AutoText entry, though, requires inserting it in a document, making changes, and then resaving it with the same name.

My laptop is acting up on this site and may need a reboot.
Here is a template that shows a bit how this works.
Using repeating data in IF Fields Sample template with AutoText.dotx

That looks at some different methods. You have at least three parts to your problem:
  1. Repeating Data - you need to test for the results of input in one location elsewhere
  2. AutoText - to be stored in a template Templates in Microsoft Word
  3. IF Fields - very powerful but not necessarily easy
  4. Updating fields - depends on how you are doing it.
Download the template (link above) and take a look at it.


Here is the bible on field calculations:
https://www.msofficeforums.com/word/...-tutorial.html

Using a template, you create a new document in each instance of use. That document does not contain the AutoText but has access to it.


When you convert that document to pdf, the link is lost and the AutoText is put in as text/images.


The thing about fields that test data is they are not automatically refreshed. The only exception is in a document protected for filling in forms. I don't think you want that. So, no legacy fields and you will have to refresh the rest.


That can usually be done with Ctrl+A (Select All) followed by F9 (update field). You can get fancier than that, but we are already very complicated for a beginner.
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