Merging specific data into a Word template

[Kylee]

Hi. This is a 'How do I' question and I am a first timer to this (or any) forum.



How do I use a standard template (it's for a phone script) and then add in through some type of merge feature, the personal details such as Name, Anniversary date, Adviser name, Products etc for each client by filling in a pop-up type box with these details and then these details automatically populating the sections of the template where they are relevant? I know it's possible, I've done it before but over 10 years ago. Please help. Thank you

[gmayor]

The simplest method without programming is to use content controls for the various fields and then create new documents from the template. You will probably find Insert Content Control Add-In useful.

If you want a 'pop-up' dialog then you will need macros e.g. Create a userform

[Kylee]

Great, thank you so much gmayor!!

[Charles Kenyon]

I use MailMerge for this, selecting the name of the client for the merge.