Re: Create Linked Document Bundle

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Doug, Jules

Ok. I'm lost. If it can be done how?

Say I have a folder C:\Clients

In this foder there are hundereds of subfolders C:\Clients\A, C:\Clients\B,
ect.

I have another folder that contains 15 document templates. One is a master
for collecting common data elements used in the other 14 documents.

I open a new master document and enter the common data in a user form the
common data is then populated into 14 new documetns that are created with
the userform code. All the documents remain open after creation and the
user form code completes.

Now I edit document one and save it as C:\Clients\123456\Doc.A
I complete this process with the remaining 13 documents saving them
C:\Clients\12345\Doc.B, DocC, etc.

Later one I need to open the master document and change one of the data
fields. When "slave" documents are subsequently opened that change needs to
be reflected automatically.

Doug, by one the fly I mean I want this process to be automated. How will
the includetextfields know where to look for the text as new documents are
created.

Jules,

If your method would work then I will need some baby steps as to how to set
it up.

Thanks.



Jules wrote:
Hi Greg,

Use the CC's as a data list stored in the folder (MASTER ***). Any
documents you call attach the same CC data master (SmithJ or 80111 or
whatever the naming convention). If one edits the CC data list it can
update on document open (macro reattaches the data*** on opening
and updates all common CCs - also put a button on ribbon). That's
what I do.

Jules


"Greg Maxey" <gmaxey@xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx> wrote in
message news:#UxHDY4HJHA.4240@xxxxxxxxxxxxxxxxxxxxxxx
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 !!!

--
Greg Maxey - Word MVP

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

McCain/Palin '08 !!!


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