Automating Status Reports

[Guest]

At the risk of being terse, this is what I'd like to accomplish:

1. We have a need for all employees to fill out a status report
2. This status report template will be EMAILED to all individuals
(employees are consultants working off-site and may not have access to our
internal SharePoint 2007 implementation)
3. The employee will fill out the status report. While filling this out
there are certain key fields that need to be entered (e.g. Client name)
4. Once the user is finished filling out the status report, s/he will email
it to an email alias that will deposit the Word document in a SharePoint
Library

I would like the following to happen:

1. When the user fills out the key fields (such as Client Name), I would
like this somehow to be added to the Custom Properties of the Document.
2. I would like to associate that Custom Property to a field in my
SharePoint list

I can't seem to figure out how to add fields to the document such that when
a user types in that information, it gets deposited in to the document's
custom properties. I've tried created a Bookmark and then associating the
custom property to a Linked value on teh document, but every time I type in
to the bookmark area, the bookmark disappears. For example, I set up a spot
on the status report Client Name: "Insert Client Name Here" I highlight
"Insert Client Name Here" and click on the Bookmark icon to create a new
bookmark. I then go to the "Insert Client Name Here" and enter my client
name and the bookmark ceases to exist.

Any assistance or ideas would be appreciated!

Thanks

 

[Guest]

If you've got Word 2007 and want to do it that way, a content control is the
way to go. You can insert a text content control from the Developer tab
(turned on via Word Options->Popular). Click properties and set the title of
the content control appropriately (e.g. "Client Name:") and check the box so
that the person filling out the form cannot delete the control. Then you can
set a bookmark on the control, and it'll be available in the properties tab
like you expect.

 

[Guest]

Thanks Renee! I'll give this a try!

You said "if you want to do it that way..." Is there another approach that I
should consider?

Zandy