How do I Auto Merge / customise multiple folders of word Documents to a single data file
Posted on 2009-04-20
We have a library of industry best practice (MSword) documents in multiple folders. All up about 300 letters, forms, checklists and resource documents. 2 master "index" documents contain the lists with hyperlinks to the individual documents. The library is constantly being refined.
We want to package the bundle of documents to distribute to other partners of our business network (who all have different company names, logo's, staff contact details etc) in such a way that they can fill out a simple form that will customise all of the docs to suit their businesses.
The first thing we need is an extended Find & Replace tool to run through through our library to replace our existing data (and logos) with dummy data (or merge fields) and then we need to create a form or excel list where partners can enter their own business specific details and press the "DO IT" button to replace the dummy data across the entire library with their own content.
The solution must support "bottom up" hyperlinking so the folder works inside its own directories without referring to a drive location (so it can be copied from CD or unzipped to any network location) and include customised data located in headers and footers of documents.
The solution needs to be able to "merge" a company logo into headers and photos of staff members into the document space. (we can instruct our partners to put pre-sized boss.jpg, staff1.jpg, staff2.jpg, etc images into an IMAGES folder in the directory easily as they are small companies with few staff)
Ideally, upon deployment of the master folder onto a server, partners will be able to drop thier logo and images into the images folder, fill out the form, and auto-customise the entire library with one click. EASY!
Any suggestions appreciated, and happy to award points to any assisted solutions.