New Client with Multiple Docs / Directories

  • Thread starter Thread starter Keith
  • Start date Start date
K

Keith

I'd like to streamline the process of creating multiple directory
levels each containing a few Word 2003 documents with general
information specific to a new client.

Obviously, my starting point will be the creation of templates for
each document type. In addition, I'll create a "New Client" directory
with the full directory tree underneath and containing empty versions
of all the documents. That way I can just copy and paste the "New
Client" directory and rename for each new client.

How about an easy way of updating all the Word documents with the
Client Name, Company Name, etc. etc.?

One way I can think of is to use document properties that can be set
once for each document and have those values pulled into the document
automatically as needed, but I'd have to set those for each document.
Any other ideas?

Thanks,
Keith
 
Try putting together mailmerge templates and keep your client data in an
Excel worksheet or Word table (if you have few fields). Generate new
document version of each of you planned mailmerge documents and save it in a
new client folder. Then copy that folder to the new client's name. In each
of the mailmerge documents, find the proper client file, select your entire
document and lock or unlink your mailmerge fields. Save the document.

I do much the same thing with my client files except that I don't have a
packet of documents that gets used for all clients so mine are generated as
needed and saved in the client folders.

You'll find lots of information about mailmerge on the MVP FAQ site
http://word.mvps.org/FAQs/Mailmerge.htm or by following the links at
http://addbalance.com/word/wordwebresources.htm#mailmerge.
--

Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
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