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Populating Fields from SP to Word
I feel like this is a stupid question - but when I worked for a law firm, they created these amazing templates that would auto-populate info (like names and addresses). The thing is, it wasn't something I would do a mail merge for? If I remember correctly, I was able to select from a list of names that would pop up when I opened the template? I don't know how they did it!
I work for an organization that has several committees and members. I was hoping to create an agenda template that could populate the different members into the template? Not sure if I'm making sense. Appreciate any help or ideas you may have |
#2
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See:
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#3
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Samantha
You mentioned SP in the title but not in the body of your question. Are you suggesting that the autopopulating was coming from Sharepoint fields OR by choices that the user makes in the Word document? The links Charles posted all contain great info but I'm not confident that you will find the solution to what you are asking in those links. I don't have a clear picture of what your experience with the law templates was so I'm not sure how 'auto-populate' is initiated. If you can explain more fully what your user experience was then perhaps we can point you towards a more focused solution.
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Andrew Lockton Chrysalis Design, Melbourne Australia |
#4
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I would bet that it was a Mail Merge implemented with some extra macros to control the user experience.
During a Mail Merge, there is the ability to Filter or Select the records to be used in a Mail Merge. |
#5
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I use Mail Merge for creating draft files with client data filled in. The client data is kept in an Excel file. It was years in development and has worked well now for more than twenty years. However, without the macros, it would be a pain for staff.
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