#1
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Best method to update multi-page policies
I am updating a multi-page set of policies and am looking for recommendations for the best method to do so. Should I use a Mail Merge or VBA? I have 24 separate documents that I combined into one document of 102 pages. The manuals require addition of a "CLIENT", "PHONE NUMBERS", etc. Would I have to go into each page of the document to add the necessary field if I use Mail Merge, or is there a more efficient way to add the appropriate field to all of the pages? The template documents do contain the generic CLIENT name and similar generic fields. One again, if I use Mail Merge do I have to manually replace CLIENT with <<CLIENT>> for each page?
Your advice is appreciated. Thank you. Stuart |
#2
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Create a Mapped Content Control for your Client Name.
Repeating Data Using Document Properties Content Controls and Other Mapped Content Controls Select that and copy it. Paste where appropriate. A change in one location will change in all. Same with phone number. Save your document as a template or you are asking for problems down the road with someone having made unauthorized changes. |
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