Hi everyone,

I have a generic job confirmation form that we use but have multiple different clients wanting their pieces of information in our generic document.

We still want our generic information in the form, but I was hoping like a click down list I could select the following
BHP TEMPLATE
ONESTEEL TEMPLATE


WEST END BREWERY TEMPLATE
QANTAS TEMPLATE

and so when clicking on that list it will place that client's template within that generic form as opposed to having multiple different files for clients?

Save each client-specific piece as a building block. Then insert a Building Block Gallery Content Control into the location where your client-specific content is to go.
This link includes much of what you need to know http://ilta.personifycloud.com/webfi...g%20Blocks.pdf

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Andrew Lockton
Chrysalis Design, Melbourne Australia

You could save the information for each client as building blocks with the same names in separate templates and insert the information in your generic template using AutoText fields. Have a UserForm in that master template with the list of your clients as a drop-down. Based on the response to the UserForm, attach the particular client template to the new document and update and unlink the AutoText fields.

• Create a Simple Userform by Graham Mayor, MVP
• Create & Employ a Userform by Greg Maxey

Otherwise, just going with Andrew's suggestion, if you search the vba forum, you will find solutions to change the content of one Content Control based on the choice made in a drop-down content control. Here is one such thread. Either way, some programming will be required.