working templates ? General word vba question

[wbntravis]

I am currently learning excel vba but a friend of mine has this problem in
Word. She has a form letter where she has to fill in the person's name
their account number and the amount of the account.

These are the three things she needs to change in the form letter.
Then print the letter
I showed her where we put Name in the name place and then
use replace but she found that too hard.

Right now, she is phyisically changing the name, the account number
and the amount of the account using backspace. Sometimes she
backs up to far and ruins the fom letter.

Should I be looking at a template? I dont know much about templates.
Surely there is a faster way to input the information and send
the letter off to the printer.

Thanks in advance
wbnTravis Oklahoma

 

[Shauna Kelly]

Hi wbntravis

The following may help:

How to create a Userform
http://www.word.mvps.org/FAQs/Userforms/CreateAUserForm.htm

Hope this helps.

Shauna Kelly. Microsoft MVP.
http://www.shaunakelly.com/word

 

[Rob]

You actually have several options. You can.. 1) do as Shauna suggested, 2)
add form fields and protect the document so it's not possible to backspace
too far, and 3) you can make a mail merge document using an excel
spreadsheet as the data source, typing into the spreadsheet and
printing/merging the document. Whichever is best/easiest/most useful.

 

[ANDY]

I would suggest to create a template and to use custom property fields.

If you are looking for a professional solution take a look here...

www.ODIS-Systems.com

 

[wbntravis]

Thanks all !

You narrowed down what I need to learn. ( I am good at
userforms.) Now I need to learn how to make a template
and how bookmarks work in Word

Thanks for the time saved by pointing me in the right
direction!