Using "Ask", "Fill-in", "Prompt", or mail merge

D

DSM

I have a very large proposal that will become a template. What is the best
feature to use to fill in the parts that change? (Word 2003)
 
P

Peter Jamieson

it depnds on what kind of stuff will "change" and who the users are.

Personally I like to make use of Document Properties (both standard and
custom) for text values such as dates created/modified, authors, company
names, copyright notices, version numbering etc.) As long as the users
of your template are fully signed up to the idea that these texts need
to be modified as each new document is created, and very probably over
the lifetime of the document, one advantage of using document properties
is that there is already a built-in dialog box for modifying the
properties. All users really need to do is
a. understand how each property is used in the template
b. select each property in turn and check/modify the value

Another advantage is that properties can be viewed from outside Word
(e.g. in Windows Explorer).

If the document properties dialog box isn't a good enough interface, you
can always write a userform to maintain them. If you'd rather prevent
your users from direct modification of such properties, use Document
variables instead.

If you do end up using Document Properties,
a. I'd only use the ordinary text ones. DOn't use linked properties or
other typed properties, especially Date.
b. Don't set custom property values to a completely empty value or
they will disappear. Always leave a space in them.

Peter Jamieson
 
D

DSM

That is probably what I need, but I can't get the "fill-in" or "ask" feature
to work. Do you have any idea where I can find instructions that aren't as
convaluded as in Word's "Help"?
 

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