Combine small documents into one master document

[Angie M.]

Hi,

I currently have an "engagement letter" that is created for our clients to
set the expectations for our business relationship (I work for attorneys).
We have about 10 different paragraphs that may be inserted into the letter
based on different factors (3rd party payor, if a retainer is required,
etc.). So I start with the basic letter and then have a userform with
checkboxes where you can select the text block options (stored in Autotext).
When you click OK the various paragraphs are inserted at bookmarks.

While this works, I find working with Autotext cumbersome and the bookmarks
are difficult too because sometimes the optional paragraphs appear right
after each other, so the bookmarks are "stacked" in the document, making
future editing of the template a real chore.

I would like to use the Insert, File command instead of autotext and store
the optional paragraphs in actual documents. I can get that figured out but
is there anything else I can use to mark the spots in my document besides
bookmarks? What about click & type fields?

Any ideas would be appreciated.

Thanks

 

[Fumei2 via OfficeKB.com]

"so the bookmarks are "stacked" in the document, making
future editing of the template a real chore"

I am not I quite follow that. Are you talking about the editing of the
template (the .DOT file) itself, or a document cloned from that template?

As a possible alternative to AutoText 9although AutoText should work better
than it seems for you), could be to use INCLUDETEXT fields.

 

[Doug Robbins - Word MVP]

See the following pages of fellow MVP Graham Mayor's website:

http://www.gmayor.com/SelectFile.htm

or maybe the Boiler.zip application that you can down load from the
following page of Graham's website:

http://www.gmayor.com/downloads.htm

--
Hope this helps,

Doug Robbins - Word MVP

Please reply only to the newsgroups unless you wish to obtain my services on
a paid professional basis.