Making document a form

[sandswillis]

I really hope I can explain what I'm trying to do here. I'm wanting to create
a template that I can use over and over again for work. I thought in one of
the older versions of word that there was a way that I could click on a
field/section and a field would pop up and and say what to enter and it would
automatically populate that field with that answer. I've got a marketing fact
sheet that has reoccuring bits of information and it would be so nice to have
those pieces auto populated based on certain answers.

Any helps on this?

 

[Jay Freedman]

I really hope I can explain what I'm trying to do here. I'm wanting to create
a template that I can use over and over again for work. I thought in one of
the older versions of word that there was a way that I could click on a
field/section and a field would pop up and and say what to enter and it would
automatically populate that field with that answer. I've got a marketing fact
sheet that has reoccuring bits of information and it would be so nice to have
those pieces auto populated based on certain answers.

Any helps on this?

Go to Insert > Field (in Word 2007, Insert > Quick Parts > Field) and choose
"Fill-in" from the list of field names. In the Prompt box in the middle part of
the dialog, enter the description text that should appear in the popup.

 

[Jay Freedman]

I don't think I understand what you're doing when you say "I can't get it to
stay when I save the document so when the next user uses it they know what to
enter".

If the template contains a fill-in field and you use the New Document dialog to
create a new document based on the template, it should display the fill-in popup
automatically.

If you save such a document with a filled-in field and later re-open it, you
won't automatically get the popup. However, you can right-click the field and
choose Update Field, or select everything (Ctrl+A) and update all fields (F9) to
see the popup.

To repeat the answer in other places, insert a bookmark to surround the fill-in
field, and then insert cross-references at the other places. Again, if you do
Ctrl+A and then F9 to update the fill-in field, that will also update the
cross-references at the same time.