Forms & documents

  • Thread starter Thread starter Jim
  • Start date Start date
J

Jim

I have a program to place into MSWord2002 and need advice. The program
is an old Word Perfect program that used macros and merges throughout to
operate. Basically, there is an single and married personal information
sheet for name, address, date, NAME in caps, up to 20 items and there are
numerous documents (W1, W2, W3,etc that are up to 10 pages in length for
single or married information) that I want to merge with the basic
information (name, etc).
I want to set this up so I can open my program, be prompted to prepare the
information worksheet and save it as smith.xxx, then select W1 (5 page
letter/document) and have W1 prompt me for the information worksheet to
merge with, thus creating the finished product (document with all the
personal information).
I have researched and read and researched and read and come to one
conclusion....I am confused by all this and still don't know what would be
the best way to approach this task. I am confused as to whether to attempt
this in VBA or set up like a mail merge? I have done several VBA exercises
and understand it slightly and know how to do merges for labels.
What I am seeking right now is what to do and whether VBA or merge? Or
are they the same thing since I want a macro to take the information
worksheet and place the personal data into the W1 document???
Thanks,
Jim
 
Take a look on the MVP FAQ for Cindy Meister's articles on mailmerge. I
think what you want is a mailmerge, perhaps supplemented by vba. I set up
something like you describe in Word 3 on the Mac a long time ago, but then
MS merged the interface with Windows and my system went out my window
because the new interface for mailmerge required hard-linking of data source
and merge document. I now have one master data file (in Excel because I've
got lots more than 20 fields, most of which are only used in a few
documents) and my merge templates are set up to look there. Note that I have
a toolbar button in my merge templates so that when the document is properly
set up for the particular client I can change the merge fields to text and
disconnect from the database. That is a vba project.

Hope this helps,
--

Charles Kenyon

Word New User FAQ & Web Directory:
<URL: http://addbalance.com/word/index.htm>

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide)
<URL: http://addbalance.com/usersguide/index.htm>

See also the MVP FAQ: <URL: http://www.mvps.org/word/> which is awesome!
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Charles,
Thanks. I tried to get to the user guide that you edited and cannot get
into it. Is the site and userguide still available to us newbies?
I will check Cindy's site also. Please let me know if the userguides are
still available.
Jim
 
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