Document Automation

  • Thread starter Thread starter Geoff
  • Start date Start date
G

Geoff

I have a customer proposal document that I want to
automate so that a sales rep can just enter the customer
name and address one time and it will populate ALL THE
sections of the document that should contain that
information. Is there anyway to do this?
 
maybe yo can help me.... I have typed a complet page program- I changed font and everything is NOT justified... justify button doesn't help-- everything is ruin
 
Sorry probably should look into Page setup.
-----Original Message-----
maybe yo can help me.... I have typed a complet page
Click to expand...
program- I changed font and everything is NOT
justified... justify button doesn't help-- everything is
ruin
 
This is usually done using Text Formfields from the Forms Toolbar, then
using cross-references from those bookmarks to the location you want them to
go.

The steps would basically be:

1. Open the Forms Toolbar and place you cursor where you want a field and
click the "AB" button (Text formfield).
2. Double-click the shaded box and click the "Calculate on exit" option
(make note of the "Bookmark" name).
3. Repeat #2 for the number of fields you want to use.
4. Place your cursor where you want a "copy" of that information.
5. Click "Insert", "Reference", "Cross Reference".
6. Click the "Reference Type" dropdown and select "Bookmarks", then select
the desired bookmark (like Text1). Click "Insert".
7. Repeat #6 for the other places you want references.
8. Click the "Tools" menu, select "Protect Document", click "Forms", then
"OK" (can use a password if necessary).

Test it out!
 
I think you are close but it didnt work.
Did we miss anything??
-----Original Message-----
This is usually done using Text Formfields from the Forms Toolbar, then
using cross-references from those bookmarks to the location you want them to
go.

The steps would basically be:

1. Open the Forms Toolbar and place you cursor where you want a field and
click the "AB" button (Text formfield).
2. Double-click the shaded box and click the "Calculate on exit" option
(make note of the "Bookmark" name).
3. Repeat #2 for the number of fields you want to use.
4. Place your cursor where you want a "copy" of that information.
5. Click "Insert", "Reference", "Cross Reference".
6. Click the "Reference Type" dropdown and
Click to expand...
select "Bookmarks", then select
 
What didn't work? When you type in the first textbox then press TAB to move
to the next textbox, the data is updated in the cross-referenced locations.
Did that clarify?
 
When I enter the text it didnt automatically fill in to
the other fields in the document. I tried "tab" taht
didnt work.
 
Did you click the "Calculate on Exit" option in the Textform Field
Properties? If not, unprotect your form, double-click the formfield, check
that option, then reprotect and try again.

--
Bill Foley, Microsoft MVP (PowerPoint)
Microsoft Office Specialist Master Instructor
www.pttinc.com
Check out PPT FAQs at: http://www.rdpslides.com/pptfaq/
"Success, something you measure when you are through succeeding."
 
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