Version: 2008 Operating System: Mac OS X 10.5 (Leopard) Processor: Intel Hello Everyone, I'm new to using Word & Excel and I'm not very technically savvy at all. But I do need to make a master template that when I fill in the fields (i.e. Name, address, Date of Birth, etc.) it Auto-Fills those fields into corresponding fields in a set of documents about 30 pages long. Trading software collection. Is this feasible on Word or Excel? Or will I have to utilize both?? Someone please advise on how to go about this, for I am in dire need of assistance. Ariel B [email protected] 4/6/2010, 3:05 น. Software/Hardware used: Excel 2011 and Word 2011 running on Mac OS X. Create a blank document in Word 2011 and click Tools. So we’ve got the label type selected and we have the data, let’s tell Mail Merge what data fields from the list to use for the label. My PC created form was compatible with my Mac and Word 2010 - however, it is not compatible with my newer Mac and Word 2011! Cannot figure out why. March 22, 2012 at 10:35 am. I have the same problem. August 1, 2011 at 4:19 pm. By buying the products we recommend, you help keep the lights on at MakeUseOf. Hi Ariel: The issue you have is not 'making the template'. The issue is 'preventing your co-workers from destroying it':-) You have two good ways to do this: DocumentProperty fields and Cross-Reference fields. Microsoft has been too lazy to put either of them in the Help, so you will need to look them up online. 3 There are two ways to do this: * You can type the details the first time inside bookmarks * You can enter the details in Document Properties. Typing into bookmarks is perhaps easier for unskilled users, because they can 'just type'. However, you have to carefully school them in how to type without damaging the bookmarks. You encase each piece of data in a Bookmark. For example, you have a bookmark for 'Name'. The user enters 'Joe Bloggs' taking care to enter it within the bookmark boundaries (deleting what appears there). In the rest of the document, you have Cross References that call in whatever text appears in the bookmark. Insert cross-references with Insert>Cross- Reference. And change the Type to 'Bookmark'. You can have an unlimited number of cross-references pointing at the same bookmark. You must then teach the user a) to remember to Update All Fields in the document when they have entered the text in the bookmarks, and b) Make sure they do not type over either the bookmarks or the cross-references. To do this, you have to train the users to turn on their non-printing characters and enable Bookmarks and Field Shading in their Word>Preferences>View. If they won't do that, they will break the bookmarks. The exposure is that IF they break the bookmarks, you will send a document to a new customer with the old customer's details still in the text. Using Document Properties is a little more robust: they can't unintentionally break the document properties. But then you have to teach the users to enter the document properties: using File>Properties>Custom. Then you can use a series of 'DOCUMENTPROPERTY' fields in the body of the document. You still have to train the users to update all fields in the document when they have entered the properties. When they do, the text in each DOCUMENTPROPERTY field will be replaced with the content of the File>Property. Again, if they forget, you will get wrong information going out. And if they just type over the fields, they will break the DOCUMENTPROPERTY fields. Which means that in some places the name will be right, and in other places it will be wrong. With either method, one constraint you have is that the information from the fields can exist in only ONE document, so your other 30 pages must all be part of the same document or it won't work. Create auto bcc outgoing email outlook for mac. One alternative to populating bookmarks is to add Form Fields. There's a 'getting started' article here: A Text form field will populate a nominated bookmark for you. The downside is that you must protect the document for 'Forms' to get it to work, which means you cannot change other parts of the text. Tell us more about what you are intending to do and we can be a lot more helpful:-) Cheers On 4/06/10 3:13 PM, in article [email protected], ' wrote: -- The email below is my business email -- Please do not email me about forum matters unless I ask you to; or unless you intend to pay! John McGhie, Microsoft MVP (Word, Mac Word), Consultant Technical Writer, McGhie Information Engineering Pty Ltd Sydney, Australia.| Ph: +61 (0)4 1209 1410| mailto: Jim Gordon Mac MVP 4/6/2010, 6:53 น. Hi John, I smell the possibility for a nice add-in here. -Jim > ' wrote: > >> Version: 2008 Operating System: Mac OS X 10.5 (Leopard) Processor: Intel Hello >> Everyone, >> >> I'm new to using Word& Excel and I'm not very technically savvy at all.
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