Re: Create Linked Document Bundle

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Doug,

Thanks for the reply. Unless I don't follow your thought process, I can't
see how your idea will work. I need a set of templates that will let me
create multiple "sets" of documents that all share common data fields.
Everyday I (not really me) may need to create several hundered new client
proposals that consist of a bundle of related documents. I could use a
UserForm to collect the common information and then create a new document
based on each template in the bundle and populate it with the UserForm.

Then I would edit or complete unique portions of each document before saving
the document in a unique folder.

All of this I think I could do.

Now if I open one of the documents (or even one called a master document)
and change one of the common fields I want all of the other documents
contain that field to update when they are opened or printed.

I see how your idea would work. I just don't see how I would customize the
includetext fields "on the fly" as new sets of documents are created.



Doug Robbins - Word MVP wrote:
Hi Greg,

How about using a document containing content controls to each of
which you apply a bookmark and in the other documents use includetext
fields that reference the relevant bookmark in the document
containing the content controls. Any updating of course would have
to be done in that document, not in the documents containing the
includetext fields.

"Greg Maxey" <gmaxey@xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx> wrote in
message news:%23u$Yj71HJHA.728@xxxxxxxxxxxxxxxxxxxxxxx
I am pondering a way to create a template that contains a UserForm
for the input of data to then be autopopulated into a dozen or so
new documents that will be created with code in the UserForm. These
new documents are based all have one or more data elements common
with one or more other documents in the set (e.g., client name). The new
documents will remain open after they are created so the
user can complete unique data and save the gingival documents to a
common unique folder. I think that I can reach the point described above
on my own. The
goal however is to somehow maintain the relationship between common
data fields in these documents after they are saved and closed in
case someone changes a common field in a document on later editing. For
example if there is a common field (e.g,. client ID) in the
documents and one is later opened and edited by a a user then all of
the documents would reflect that change when subsequently opened.

As I write this I am beginning to accept that fact that my goal is a
pipe dream if left to my own abilities and may be downright
impossible with Word.

Just the same I would appreciate any ideas. Thanks.

--
Greg Maxey - Word MVP

My web site http://gregmaxey.mvps.org
Word MVP web site http://word.mvps.org

McCain/Palin '08 !!!

--
Greg Maxey - Word MVP

My web site http://gregmaxey.mvps.org
Word MVP web site http://word.mvps.org

McCain/Palin '08 !!!


.

Relevant Pages

  • Re: Create Linked Document Bundle
    ... UserForm to collect the common information and then create a new document ... the includetext fields "on the fly" as new sets of documents are created. ... Doug Robbins - Word MVP wrote: ... Word MVP web site http://word.mvps.org ...
    (microsoft.public.word.vba.general)
  • Re: Create Linked Document Bundle
    ... I have another folder that contains 15 document templates. ... I open a new master document and enter the common data in a user form the ... Greg Maxey - Word MVP ... Word MVP web site http://word.mvps.org ...
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  • Re: Create Linked Document Bundle
    ... Use the CC's as a data list stored in the folder (MASTER sheet). ... If one edits the CC data list it can update on document open (macro reattaches the datasheet on opening and updates all common CCs - also put a button on ribbon). ... Then I would edit or complete unique portions of each document before saving the document in a unique folder. ... Greg Maxey - Word MVP ...
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