Automatically filling fields in Word and Excel

[MarkJ]

The filing structure of our project folders currently uses templates with
fields in a large number of word and excel document templates to manage
projects (Office 2007 Enterprise). When a new project starts we copy a
master folder, rename it to the new project number and then commence entering
information. This requires each document to be manually updated with relevant
information. I am wanting to use a spread sheet or word document as a base
document where repeated information (Client Name, Project start date, Project
value etc.) in each of the project folders will be entered and then
automatically updated in each of the documents in the child folders of that
projects directory. How do I go about doing this?

 

[Graham Mayor]

My friend and fellow MVP Greg Maxey has been working on a similar project
and was looking for a real world example - see if
http://gregmaxey.mvps.org/DocumentBundler.htm helps?

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Graham Mayor - Word MVP


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