A
a.cutts
I have two documents I'm using,
one is an audit report recording form - its a spreadsheet containing
marks, comments and basic informatio n - this form is used by auditors
who are performing the audit via laptop. Within this is lots of
calculated fields.
the other is a word template which is our audit report which is sent to
unit managers. It contains an overview of scores and comments but is
also added to by our office staff.
Ideally, I need to have a dialog come up when they create a new report
(in word) asking for the file to merge with - it will then take certain
content from named fields in the excel document and present a new
document with the all the data merged, ready to be added to.
Is this possible? I don't think mail merge is what I need for this...
Many thanks,
Alex
one is an audit report recording form - its a spreadsheet containing
marks, comments and basic informatio n - this form is used by auditors
who are performing the audit via laptop. Within this is lots of
calculated fields.
the other is a word template which is our audit report which is sent to
unit managers. It contains an overview of scores and comments but is
also added to by our office staff.
Ideally, I need to have a dialog come up when they create a new report
(in word) asking for the file to merge with - it will then take certain
content from named fields in the excel document and present a new
document with the all the data merged, ready to be added to.
Is this possible? I don't think mail merge is what I need for this...
Many thanks,
Alex