Agreed, a form seems like the easiest way to go, perhaps start by setting up a mail merge, so you can see how a form works? The mail merge would almost be perfect for you, if not for the picture.
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Help me find a better way to create this type document for 500 big ones!
I am working with a real estate company that creates a 1 page document with information about a property listed for sale. This has information on a property for sale they give to customers, which they call a "fact sheet".
On this sheet has their logo, a picture of the property, price, address of the property for sale, and individual pieces of information.
An example of one of these fact sheets can be seen here:
http://www.seabreeze.net/s
Clericals are putting this information in each cell in Word right now. Of course, some things move around and formatting gets lost; the picture is imported manually, etc. The information they are entering is after the colon in each cell.
My question is; Is there a better way to use any of the office parts to create a document of this sort?
Would putting the information in a file and importing it be better / faster (such as bookmarks)?
Help me make a faster, easier, way of creating these for 500 poinx
Loral
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Answers
The reference below is how to solve the question that you asked using excel. The picture files are included.
http://www.computorcompani
HI Graham,
Yes, what they are using is a blank template. This template has as the information in it, except for the picture and everthing that appears before the colon (EX- Price: Address: Bedroom 1:)
They then just fill in the required data.
The main problem is that many users fill this information, but some move the cells around, or change the fonts, the wording, etc.
I'd like for them just to be able to enter the data and merge the two together.
Thanks for reading this post. I'm sure there is a fantastic way to do this, just something I haven't thought of or tried yet. I thought I'd see what others have used in similar situations.
Loral
Hello Glenn,
I think you are pretty much in tune with what I want to do.
I am going to try to re-create what this tutorial is suggesting and will post my results soon. Normally, Thursday is a slack day, but for some reason it's just nuts here today. I'll do my best to stay focused (sp) and see if this works. Great ideas from all so far. Thanks!
Loral
See my suggestions about using the Insert as Link field in Q_22552604. Since it is a field, you can fill it from Mail merge, so it is possible to place images from variable data.
Also, consider the settings within the Format Picture dialog: If you were to set the image "Behind text" (Layout tab), it wouldn't be affected by text moving. (You could also use other options in the advanced button sub-dialog to allow text to wrap around an image on the same layer).
Hi,
I'm accepting Glenn's answer because in brief, I knew that was sort of how I wanted to do it, but couldn't find the solution right away.
I think the others are also on track, but I really need to work on formalizing a plan to put this in operation, and I don't think it's fair to drag this on further.
If I find that this doesn't totally suit what they are trying to accomplish, I'm more than happy to post a follow up with equal points.
I should have spread some around, but only Glenn's was a link to a viable solution.
Thanks all...
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by: GrahamSkanPosted on 2007-05-02 at 13:31:31ID: 19019092
I suppose at the moment that you have a template with a table that contains the fixed text.
The simplest thing to do would be to use a forms document and to put text form fields where you want the variable information to go. Where the valid choices are limited, you could use dropdown formfields. Yes/No situations could use the Checkbox formfield, but you may not like the appearance. It is a cross in a box.
Secondly, you could have a VBA 'wizard' with a series of UserForms which collect the data and which load the data down to bookmarked locations as you suggest.
In fact you might find it best to combine the two. FormFields have a bookmarks by default, so transferring data to and from them is reasonably easy. I say 'from' because if you do have such a wizard, you may want to load the data from partially completed documents back to the user form.