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Word Workflow/document creation question

by Scottynm / March 19, 2007 3:31 AM PDT

I was hoping, if I give my requirements for a Word document, someone might be able to help me with the best way to go about doing is...hopefully with some detail.

I have a contract I send out, along with 3 other users. What I want to due is have a template or something that allows me to enter in a couple variables that appear in the contract document multiple times. There are also about 10 check box items that I want to appear checked or unchecked according to what the user decides. The final product is a Word document we send to a customer...I'm just looking for the quickest way to fill in the information we always have to fill in.


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Hmm, WordPipe could do that.
by R. Proffitt Forum moderator / March 19, 2007 3:51 AM PDT

Also, any IT staffer and programmer could make a front end for you to do this. But I stop short of writing such for free here.


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by Scottynm / March 19, 2007 4:35 AM PDT

I've written a userform that fills in a template. The problem is the resulting .rtf or .doc file prompts the userform. Anyway to just have the master have the vba code?

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That sounds fine.
by R. Proffitt Forum moderator / March 19, 2007 4:36 AM PDT
In reply to: Okay

If some prompt occurs and that's the only downside and you have no programming staff then that seems like a fine solution.


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Follow up
by Scottynm / March 19, 2007 5:00 AM PDT
In reply to: That sounds fine.

I am trying to get the form to prompt the userform on my side, but not on the doc that is saved with the code and sent out to customers. Receiving the userform on the customer side is not suitable because it allows the user to change the word file.

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Then maybe it's time to check about ...
by R. Proffitt Forum moderator / March 19, 2007 5:06 AM PDT
In reply to: Follow up

Hiring a consultant or programmer to finish off your application. While I'll comment about quick items or more I have to stop short of full blown applications.

As to changing the document that is what Word is for. It seems strange to ask Word not to allow us to edit a document.


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Thanks Anyways
by Scottynm / March 19, 2007 5:15 AM PDT

Let me rephrase....Not so concerned with the end user being able to edit the .doc. I just don't want them to get prompted with the userform that pops up when the .dot file is opened on my side. Not sure if this qualifies as a "full blown application".

Anybody else?


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Since it's on your side...
by R. Proffitt Forum moderator / March 19, 2007 5:22 AM PDT
In reply to: Thanks Anyways

Maybe you can use a keyboard macro to do this. There are some dozens of keyboard macro programs out there. Maybe that will answer your dialogue box for you.


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Thanks Again
by Scottynm / March 19, 2007 5:24 AM PDT

Yes, you are right a keyboard macro would do the trick. I was just wondering if its possible to not have the code pass over to the created doc at all.

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by R. Proffitt Forum moderator / March 19, 2007 5:42 AM PDT
In reply to: Thanks Again

But that would require coding up an application. Here I stop short of writing applications and focus on end user solutions. i.e. non-business issues.

Full disclosure time. Yes, I write applications, but I charge for those.


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Anybody else have any tips?
by Scottynm / March 19, 2007 6:00 AM PDT
In reply to: Yes.

Would an .rtf file work? Any other ways?

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"would an rtf-file work?"
by Kees Bakker / March 19, 2007 6:26 AM PDT

That's exactly what I intended to ask you, because you can easily try. But you already answered "no" in the post #3 of this discussion. So why do you ask it now?

Better: use any pdf-creator (like free cutepdf or pdf995) to save the document as pdf and sent that to the customer. Nothing wrong with that, I'd say. It's rather unchangeable and that seems to be one of the requirements (see post #5).

Hope this helps.


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by Scottynm / March 19, 2007 6:42 AM PDT

Okay. I successfully had the form populate the document and save it to My documents as an .rtf file. The code, however, does pull over to the .rtf file. So, the user is still prompted with the macro message.

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