Help! Merge field and/or form fillable reports

K

kastnna

Please help.

I work in the financial planning business, and spend a lot of time
generating reports for my clients. I would like to streamline the
process by creating general templates with form fillable paragraphs and
merge fields.

For instance, the "recommendations" section of the report may be
different for every client, but it will always be there and it will
always come immediately after the "analysis" section.

This would also help immensely in the introductory paragraphs as they
will always be stadardized with the exception of "meeting date",
"client name", "etc..." (simple merge fields)

I have tinkered with following an outline and, of course, the famous
[insert body of text here] technique that the Word templates use. Is
there a more sophisticated and versatile way to accomplish this? Pop-up
windows and/or a GUI that walk me through the report would be really
cool.

Oh yeah, and am I on the right track with Word or should I be using
publisher or something like that.

Thanks for the input.
 
B

Bob Buckland ?:-\)

Hi Katnna,

You may want to review the information on fill in forms for MS Word at http://word.mvps.org and also post the question in the Word
mailmerge/fields newsgroup through the link below and when posting there list the version of Word you will be using.

===============Please help.

I work in the financial planning business, and spend a lot of time
generating reports for my clients. I would like to streamline the
process by creating general templates with form fillable paragraphs and
merge fields.

For instance, the "recommendations" section of the report may be
different for every client, but it will always be there and it will
always come immediately after the "analysis" section.

This would also help immensely in the introductory paragraphs as they
will always be stadardized with the exception of "meeting date",
"client name", "etc..." (simple merge fields)

I have tinkered with following an outline and, of course, the famous
[insert body of text here] technique that the Word templates use. Is
there a more sophisticated and versatile way to accomplish this? Pop-up
windows and/or a GUI that walk me through the report would be really
cool.

Oh yeah, and am I on the right track with Word or should I be using
publisher or something like that.

Thanks for the input. >>
--
Please let us know if this has helped,

Bob Buckland ?:)
MS Office System Products MVP

LINKS
A. Specific newsgroup/discussion group mentioned in this message:
news://msnews.microsoft.com/microsoft.public.word.mailmerge.fields
or via browser:
http://microsoft.com/communities/newsgroups/en-us/?dg=microsoft.public.word.mailmerge.fields

B. MS Office Community discussion/newsgroups via Web Browser
http://microsoft.com/office/community/en-us/default.mspx
or
Microsoft hosted newsgroups via Outlook Express/newsreader
news://msnews.microsoft.com
 
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