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Old 08-15-2022, 11:44 AM
markpkessinger markpkessinger is offline Indexing terms in a document Windows 10 Indexing terms in a document Office 2016
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Default Indexing terms in a document

I hope you don't mind if I pick up where glnz left off in https://www.msofficeforums.com/word-...ned-terms.html, because I'm looking for the exact same thing, and there are probably tens of thousands of lawyers and legal word processors who would forever be in your debt if you can perfect this! Using your code above, it gets us very close, but not all the way. I tried it on a document of mine, which like glnz's document, uses double quotation marks to indicate defined terms (i.e., terms that are capitalized in the document, and carry specific definitions that are also in the document). The idea is to create an index that lists all the defined terms in the document, and also shows where they are defined. It's tricky, because in some cases, a word may be used both as a defined term (when it is capitalized) and also as a generic word. So we need to find ONLY those terms that are double in quotation marks, and we eonly want the instance in quotation marks to be indexed, and no other instances of the term/word.

One shortcoming of your method, too, is that it does not provide the index codes in the document. Sometimes, it is necessary to customize a particular reference. For example, if you have a document with defined terms in the main document, and also in various schedules or exhibits we need to be able to direct the reader to the correct Schedule and page number within the schedule. So in the index, y9ou might see one term referring a page number, and another referring to "A-2" (meaning page 2 of Exhibit A).

The other benefit of having the index codes in the document is that it allows one to very quickly scan through the document to make sure if all the terms have been included, rather than having to flip from the index, then to a page number, for each term.



The reason this would be so helpful to so many is that on very lengthy legal agreements, there can be dozens, or even hundreds, of defined terms.

Anyway, if you could be of any further help on this, I and many others would be eternally grateful!

-markpkessinger

Last edited by macropod; 08-15-2022 at 05:01 PM. Reason: Split from: https://www.msofficeforums.com/word-vba/12090-need-macro-make-list-defined-terms.html
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Old 08-15-2022, 05:21 PM
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macropod macropod is offline Indexing terms in a document Windows 10 Indexing terms in a document Office 2016
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Quote:
Originally Posted by markpkessinger View Post
I hope you don't mind if I pick up where glnz left off in https://www.msofficeforums.com/word-...ned-terms.html, because I'm looking for the exact same thing
That's fine, but please don't resurrect 10-year old threads with requests that go beyond their scope.
Quote:
Originally Posted by markpkessinger View Post
So we need to find ONLY those terms that are double in quotation marks, and we eonly want the instance in quotation marks to be indexed, and no other instances of the term/word.
Doing that would require only minor changes to the macro, but it seems you want something rather more than that.
Quote:
Originally Posted by markpkessinger View Post
One shortcoming of your method, too, is that it does not provide the index codes in the document.
...
The other benefit of having the index codes in the document is that it allows one to very quickly scan through the document to make sure if all the terms have been included, rather than having to flip from the index, then to a page number, for each term.
If that's what you want, use Word's built-in indexing tools - which you can apply only to quoted terms. The macro in the original thread is for those who don't want to clutter their documents with XE fields. The macro approach also allows one to customize the indexing sort order (see, for example https://www.msofficeforums.com/word-...ure-index.html) - which Word can't do. Refreshing the index in that document is as simple as re-running the macro.
Quote:
Originally Posted by markpkessinger View Post
Sometimes, it is necessary to customize a particular reference. For example, if you have a document with defined terms in the main document, and also in various schedules or exhibits we need to be able to direct the reader to the correct Schedule and page number within the schedule. So in the index, y9ou might see one term referring a page number, and another referring to "A-2" (meaning page 2 of Exhibit A).
In that case, you'll need to ensure your indexing concordance file, if you use one, is appropriately designed; otherwise you'll need to process those custom entries manually. Coding a macro to do all that for every possible scenario would likely entail more effort than the time it would save.
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