macros? boilerplates?

C

Cate

Hi

I know that I have seen boilerplate documents set up so
that upon opening, popup boxes are set to ask specific
questions, and then the info is auto-texted into the
document. I suspect that it is an application of a couple
of techniques, but cannot work out how to do it. any
suggestions?

thanks in advance
Cate
 
P

Peter Hewett

Hi Cate

Your talking about Templates. Templates contain all kinds of goodies, including boiler
plate text, styles, autotext and macros (code). You use a Template to create documents
from, rather than edit the template and save a new document from it.

The best and most professional approach is create a UserForm. Popup boxes are rather
unprofessional. Once you've entered data into the pop boxes the user can't go back and
change the data if they got it wrong. Do try to avoid this method if possible.

A UserForm will require some effort, but you'll be pleased with the result. With a
UserForm all data is entered in the one place and you can change it as much as you like
until you are happy with it. The UserForm then pushes the data entered into it's controls
into bookmarks in the document.

Check out the following website, there's heaps of useful information, including a
structured walk through on creating your own UserForm:

http://word.mvps.org/

Specifically:
http://word.mvps.org/Tutorials/index.htm
see: Creating a Template – The Basics

Creating a userform:
http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm

Working with Bookmarks in VBA:
http://word.mvps.org/FAQs/MacrosVBA/WorkWithBookmarks.htm

There's a fair bit there, but it worth taking the time to read it!

If you encounter specific problems, post a new message detailing the problem.

HTH + Cheers - Peter
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top