Business letter with 8 new entry fields

E

elyeth

I have a business letter that has 8 places where information changes from
person to person. I do not need to do a mail merge as the letters are
sporadic, but I want my staff to be able to tab to each spot where the
information changes in order to make the work go quicker. Is there a way to
do that?

Also in one spot they need to list the company's legal name based on state
(and that would mean 23 different names). Is there a way to do a drop down
field where they could choose which name they want and then tab to the next
field?

I know I am wishing for the moon...but I could really use some help
 
S

Suzanne S. Barnhill

You can set this up as a protected form: see
http://word.mvps.org/FAQs/Customization/FillinTheBlanks.htm and especially
the forms tutorials by Dian Chapman that this article links to. I believe
dropdown form fields permit 25 entries, so you should be okay on that one.

For this to work, you have to protect the document for forms, which means
that you can't edit anything outside the form fields. If you want users to
be able to edit the document freely and still be able to skip from one
fillin field to another, you may want to use MacroButton NoMacro fields
instead; see http://word.mvps.org/FAQs/TblsFldsFms/UsingMacroButton.htm. For
your dropdown list, you could use an AutoTextList field (see
http://word.mvps.org/FAQs/TblsFldsFms/AutoTextList.htm). You can't tab from
one field to another, but you can skip from one to the next using F11.

If some of the eight places repeat data entered into a previous one, you can
use a Ref field to cross-reference the content of a form field or a StyleRef
field to repeat the text that has replaced a MacroButton field; for more on
both, see http://gregmaxey.mvps.org/Repeating_Data.htm and
http://sbarnhill.mvps.org/WordFAQs/StyleRef.htm
 

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