Get user input when document is created from template

[Richard McBride]

Hi all

I am building a document template using Office 2007 however the template
must work in Office 2003.

What I want to do is have the document ask the user for input when the
document opens, then have the document place that input in to document in
specific places. The specific information I want the user to input is the
Client name. I know that I can use an ASK and REF field combination to do
this. However I also see that Word has a document property called Client.

Is there a way to prompt for the user to input the Client property when the
document is opened and how can I place the value of that property in my
document?

Which approach would be more effective - using the Client property or using
the Ask/Ref field combination?

Thanks

Richard

 

[Graham Mayor]

The most elegant way to do this is to present a userform from an autonew
macro in the document template to collect the required data, then assign the
results of the fields on the form to document variables, and finally update
the docvariable fields that you have placed in the template where you want
the data to appear.
For the basics, see Word MVP FAQ - Userforms
http://word.mvps.org/FAQs/Userforms.htm

for a more in depth explanation, see
http://gregmaxey.mvps.org/Create_and_employ_a_UserForm.htm

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Graham Mayor - Word MVP


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