Numbered List to Labels (Merge or Text to Table?)

[Paralegal Jennie]

I know there has to be a simple answer to my question--regardless I am asking
for your advice/input on a frequent task of mine. There on choices on which
avenue to take for this task.

TASK: I frequently create client files for a law firm. This task consists
of Word file with client information typed in several text boxes. The final
result is printed ona full size label and put on a file. One of the text
boxes contains a numbered list of corresponding inner file folders (Example:
1. Correspondence, 2. Memos/Notes 3. Drafts, etc.) and can change for each
file. A table of contents of sorts.

WISH LIST: I would like to enter the information once in that list on the
large label and be able to take the list and turn it into Avery 5366 labels
that will ultimately show:

1. Correspondence
(name of client)
(client file #)

The name and file number can be added/updated with "search/replace". It is
the number and the description I would like to automatically generate.
Currently, I simple have 2 documents open (large label w/client info and
Avery 5366 w/ name and file #) and cut and paste each corresponding name of
the file.

Additionally, what does "propogate labels" feature do on the mail merge
toolbar? How does this feature work and can it work in this instance? I
experimented but only was able to get "next record" field codes in a lable
document. Not exactly sure how to link or create a data file from a numbered
list?

The goal is to have an easier method to create files. If this is going to
require more work and time making multiple files/forms/typing of info, then I
will have to just choose to do it by hand and move on. Thanks to anyone with
a suggestion. I appreciate it!!!

Jennifer, Paralegal
Chicago, IL

 

[Doug Robbins - Word MVP]

I am not one hundred percent sure of your requirement, but rather than using
Mail Merge, I would use a UserForm to enter the client details and probably
have a multi-select listbox containing items from which you could select the
required ones for Correspondence, Memos/Notes, Drafts, etc.

See the article "How to create a Userform" at:

http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm

and

See the article "How to find out which Items are selected in a Multi-Select
ListBox" at:

http://www.word.mvps.org/FAQs/Userforms/GetMultiSelectValues.htm




--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP