2007 Userform

[Heidi Hubbard]

I want to create forms or templates that even the attorneys can use so it
must be very simple. First, I want the portions to be filled in to have a
prompt telling them what goes there; then I want a way to bounce from one
prompt to another until the form is filled in. I am finding instructions to
do this but not so many for Word 2007.
Can someone help me?

 

[Beth Melton]

I want to create forms or templates that even the attorneys can use so it
must be very simple. First, I want the portions to be filled in to have a
prompt telling them what goes there; then I want a way to bounce from one
prompt to another until the form is filled in. I am finding instructions
to
do this but not so many for Word 2007.
Can someone help me?

UserForms haven't changed in Word 2007 so anything you find on the topic is
applicable. Here's a link to a FAQ that may help get you started:
http://word.mvps.org/faqs/Userforms/index.htm
--
~~~~~~~~~~~~~~~
Beth Melton
Microsoft Office MVP
https://mvp.support.microsoft.com/profile/Melton
What is a Microsoft MVP? http://mvp.support.microsoft.com/gp/mvpfaqs

Guides for the Office 2007 Interface:
http://office.microsoft.com/en-us/training/HA102295841033.aspx

 

[Heidi Hubbard]

Beth, I answered my own question when I tested it in a .dot. Now I have
another question. The majority of the thousands of legal documents (forms)
in my office are in WordPerfect but we are trying to use Word 2007 more and I
have been making new forms. In WordPerfect the forms were set up to merge
from client information and fill in all the blanks. This is the part we
legal assistants do before we give it to the attorney to work on the
language. I know how to merge one letter to a database with 60 names and
addresses, but I don't see any way to merge 60 fields into a number of
documents. So, I just make Word forms with lots of _____________ (blank
lines) to fill in. That's so archaic. Then I have to deal with Word's
numbering system, and the attorneys get frustrated and want to revert to
WordPerfect. Until they have to work with another attorney through email
which will always be in Word. What do you think is the best way for us to
create a form that will be reused many, many times by different users?


-
Heidi Hubbard

 

[Beth Melton]

I'm not sure what you mean by "merge 60 fields into a number of documents".
Mail merge is for more than just names and addresses. A data source for mail
merge can contain anything that varies in a "standard form". When you merge
the data source with the form it will produce numerous documents. If you are
trying to use mail merge along with content that may change each time and
you want to type it in, instead of adding it to your data source, then you
can use fill-in fields along with the mail merge. What you need to do is
insert an identifying merge field (or fields) within the Prompt portion of
the Fill-in field so the user knows what merge record they are on. For
example:

{FILLIN "Type the county for {MERGEFIELD Name}" \* MERGEFORMAT}

Then when you perform the merge you'll be prompted with the Fill-in dialog
box for each record, such as "Type the county for Heidi Hubbard".

Notes:
Press <Alt F9> to toggle the field codes so you can insert the merge field
into the Prompt argument.
You can press <Tab Enter> to fill in the Fill-in dialog box using the
keyboard instead of using the mouse to click "OK".

As for numbering, what types of problems are you having? Perhaps this
article will help without knowing more:
http://www.shaunakelly.com/word/numbering/UseBuiltInHeadingStyles.html

~~~~~~~~~~~~~~~
Beth Melton
Microsoft Office MVP
https://mvp.support.microsoft.com/profile/Melton
What is a Microsoft MVP? http://mvp.support.microsoft.com/gp/mvpfaqs

Guides for the Office 2007 Interface:
http://office.microsoft.com/en-us/training/HA102295841033.aspx