Is it possible?

[Neeno]

I would like to create a personalised Wizard to assist
employees in the creation of their documents, using
Company templates. For example : chose the type of
document you would like to create (letter, quote,
memo...) and fill-in the required information for each
field in a pop-up menu (name of recipient, adress,
project number.... Is this possible? If yes, how or
where can I find-out how?

 

[Doug Robbins - Word MVP]

Hi Neeno,

The way to do this is to create a template for each type of document that
you want to create and in that template have a userform which is a custom
dialog into which the user enters (or selects) the data to be used in the
document.

For the basics, see the article "How to create a Userform" at:
http://www.mvps.org/word/FAQs/Userforms/CreateAUserForm.htm

and for more information on the possibilities, see the 4 and 5th article in
the following series

Please Fill Out This Form
Part 1: Create professional looking forms in Word
http://www.computorcompanion.com/LPMArticle.asp?ID=22

Part 2: Adding Automation to your Word forms.
http://www.computorcompanion.com/LPMArticle.asp?ID=46

Part 3: Learn more VBA (macros) to automate your forms.
http://www.computorcompanion.com/LPMArticle.asp?ID=119

Part 4: Use custom dialog boxes in your Word forms
http://www.computorcompanion.com/LPMArticle.asp?ID=127

Part 5: Connect your AutoForm to a database to save input time and keep
better records!
http://www.computorcompanion.com/LPMArticle.asp?ID=136

I would not be put off by the comments that Martinique made in here response
to your post. It might have been here experience, but it has not been mine.

Please post any further questions or followup to the newsgroups for the
benefit of others who may be interested. Unsolicited questions forwarded
directly to me will only be answered on a consulting basis.

Hope this helps
Doug Robbins - Word MVP

 

[Margaret Aldis]

I would not be put off by the comments that Martinique made in here response
to your post. It might have been here experience, but it has not been mine.

But surely always wise to remember that you do need to test, install,
document, and train as well as just write a bit of code <g>.

Although my experience of doing the same thing has also been good - most
definitely worth the effort - it's certainly true that it's the 'soft'
issues that give the pain, not the coming up with the technical solution.