Autopopulate user data into Template/Form fields

[Guest]

When using Lotus SmartSuite Wordpro, there was a feature that allowed users
to enter all their personal information (name, address, phone, etc) into a
form (File > UserSetup > Workpro Preferences > User). Template forms were
created and when each user opened the template there were fields that grabbed
this data from wordpro. Is it possible to set something like this up wtih
Office 2007?

What is the best practice with Microsoft Office 2007 to allow users to
manually enter their data in one place to then be pulled in and populate form
fields? An example would be our expense report - how to pull in user name
and cost center to populate the designated form fields?

 

[Cindy M.]

Hi =?Utf-8?B?S3J5c3RhbA==?=,

When using Lotus SmartSuite Wordpro, there was a feature that allowed users
to enter all their personal information (name, address, phone, etc) into a
form (File > UserSetup > Workpro Preferences > User). Template forms were
created and when each user opened the template there were fields that grabbed
this data from wordpro. Is it possible to set something like this up wtih
Office 2007?

What is the best practice with Microsoft Office 2007 to allow users to
manually enter their data in one place to then be pulled in and populate form
fields? An example would be our expense report - how to pull in user name
and cost center to populate the designated form fields?

The closest you can get with Word without programming a macro is to provide a
personalized template for each user, then store this information in document
properties (File/Properties). The content can then be displayed in the document
using DocProperty fields.

If that's not what you're looking for, then you have to use a macro. In this
case, the template can be shared by all users and their personal information
written to an external store, such as the Registry, an INI or an XML file.

Cindy Meister
INTER-Solutions, Switzerland
http://homepage.swissonline.ch/cindymeister (last update Jun 17 2005)
http://www.word.mvps.org

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