I ran into this about a year and a half ago, while creating pleading
templates for one or more signing attorneys. I have no idea what the experts
will say as to my solution, and I might be very sorry I posted this, but here
is the gist of it anyway.
In a user form called "TwoSig", create a combo box for attorney one (cboA1)
and require an exact match. Then in a separate application (Att1), populate
the bookmarks with appropriate text based on contents of cboA1.
In the control button for the user form, run Att1 when appropriate, and run
Att1 immediately after.
I had to do this for 54 attorneys, and while it was time consuming, it was
well worth the effort.
Sub Att1()
'get contents of cboA1 and populate bookmarks
'A1, Phone, and E1 where "xxx" equals attorney initials,
'"00000" equals phone extension, and "attorney email" equals
'attorney's email address
'Template contains the area code and prefix for phone number and
'@lawfirm.com, so only the extension and user's email name are needed.
With ActiveDocument
If TwoSig.cboA1 = "xxx" Then
.Bookmarks("A1").Range.Text = "Attorney Name (#00000)"
.Bookmarks("Phone").Range.Text = "00000"
.Bookmarks("E1").Range.Text = "attorney email"
End If
'continue with each attorney
End With
End Sub
Then all you have to do is copy cboA1 and name it cboA2.
Then copy Att1 macro , and simply replace "1" with "2".
If one signing attorney, it will pull that attorney's full name and bar
i.d., phone number and email address.
If two signing attorneys, it will pull each attorney's full name and bar
i.d., the general firm telephone number, and each attorney's address (the
more senior attorney appears first).
With slight modifications, I can use this in a variety of templates, and
there's very little work to do to update it with incoming our outgoing
attorneys.
Also: It took me a while to understand enough of Visual Basic that cleaning
up extraneous default settings is important "housekeeping", but with the help
of this group and other MVPs, I'm getting better at automating Word and I
thank all of the experts here for input and encouragement.
And Also: It has been an ongoing struggle for me to get users to accept that
formatting the paragraphs correctly and use of styles are best practices, but
now that they are using the such nice clean templates I've made for them,
they are being won over.