Looking to create a document with selectable responses

[Glyder]

In my job, we send a lot of correspondence to our customers. What I want to do is to get rid of the "checklist" sheet we use, and use a stardard template with standard correspondence. The worker can then choose which correspondence to insert into the document.



Is there any way to create a document with all the possible responses, where the user could select which responses to be inserted into the document?

I don't want to just create a document with all the responses and then have them copy/paste. We want it to be a bit more automatic and streamlined. I am just wondering how to do this. I am pretty sure it can be done (somehow) I just don't know how to go about starting it and can use a bit of guidance.

Would I have to create a document in either Excel or Access with all possible responses, and then a Word document with the "checkboxes", and then link the 2 with VBA somehow?

Sorry if this is a bit confusing.

Thanks, Sean

[OTPM]

Hi Sean

The best way to do this is to use the AutoText function. You can set up standard paragraphs and give each one a name.
Good luck.
Tony(OTPM)

[Glyder]

OTPM, thanks for that info. Is there any way to make my own template for the document? I don't want to throw all the responses in there and have the employees have to search throughout the dropdown list.

I experimented a bit, and saw that there may be a way to make the template, but everything is greyed out.

[OTPM]

Hi
If you just want to create a customised template. Simply set your document out the way you want it to look, then do file-SaveAs and change the filetype to Template.
Then when you want to create a new document you can use that document to create it from.
Good luck.
Tony(OTPM)

[jujuwillis]

Dependent on how long the checklist responses are you can also use drop down content control which can be found under the Developer Tab.

If this is not showing go to File Tab|Options|Customize Ribbon. In the Customize The Ribbon|Main Tabs dialog box this will show you the Tabs available to you, check the Developer Tab box and click OK. This will then show as a Tab on the Ribbon.

It might be an idea to upload your document and the checklist to this thread as sometimes it's hard to give advice blind.

Good Luck