I'm attempting to create a document template that acts as a merge master doc and also as some automation in it.
I have a button on the template that pops up a form that allows the user to select "Sent Via" options. When the user clicks on the desired item, I have code that looks for a bookmark, deletes any values in the cell that the bookmark is in, and then replaces that cell with the clicked value. It works beautifly in the template. The problem is that once a new document is created from it (via the merge), the bookmarks don't seem to make it over and I get "bookmark not found" errors.
Along this line, i lifted the cool clickable checkboxes from the generic "conteporary fax" to put on my template. They also work fine o my template, but not on any new documents.
Any thoughts? I have seen references to "docvariable" fields, but I'm not familiar with them.
Thanks in advance,