Macros and AutoTextLists in Mail Merge Document

[Caroline]

Sorry if this is in the wrong section.

I’m trying to set out about 70 standard letters for my team at work, the
information being merged out from a CSV files created by our data processing
programme. As part of this I need to additionally put in some AutoTestLists.
After a scary amount of battling and constantly looking back to The Word MVP
Site, I’ve managed to set this up, and make the files so I could distribute
them to the rest of the team.

Sadly, some of the team don’t have good IT skills and find remembering to
right click over the AutoTextLists *before* the merge the documents a little
hard because they don’t really understand how it works. Ideally what I would
like to do is create a Macro that runs on opening that goes between each
AutoTextList and prompts the user to select the right entry, then merges the
document to a new file. Unfortunately this is a little more complex then I
can think my way round.

If I don’t use macros. Is there any other way round this? And if I do use
macros, any suggestions as to how to do this or where else to look for
information.

Any help would be greatly received. I’m about ready to rip my hair out!

 

[Charles Kenyon]

Look into Userforms. You can create one that will pop up when the new
document is being created, get the information you need, put it in the right
place, and then allow a merge.
http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm
--
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


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from my ignorance and your wisdom.

 

[Caroline]

Thank you. That's given me a lot to look at.

 

[Charles Kenyon]

I know that it will mean reworking what you are doing, but in the long run I
expect it will be much easier for your users. With a userform, they won't
need to look for and find the AutoTextList fields.
--
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


--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.

 

[Caroline]

Thank you very much. I have tried this out and it works perfectly. I need to
play about a bit to get it doing exactly what I need, IE putting certain
specifically formatted paragraphs, but I’m sure I can manage it.

Is it possible to easily transfer a UserForm from one document to another.
Will the ‘templates organiser’ allow me to do it using the Macro Project
Items tab?

Thank you again. You have helped me out a lot.