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axessJosh asked on

Auto Add text to Word Document

I'm creating an employee manual template that our clients can use to work from for their needs.  I'd like to simplify the personlization of that template by enabling a way to auto-fill certain areas of the document with the client's organization name and in some places their Initials.

I'm not sure what to call that to even look at Google for some tutorials on how to do it.  I'm sure it involves using some sort of Visual Basic tools in MS but just want to see if its something simple enough to make it worth while.

Thanks in advance.
Microsoft OfficeMicrosoft Word

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8/22/2022 - Mon

You can use fields to insert the Office user initials at various points in the document. This can also be done with the user name.
These fields are also embodied in Autotext or Building Blocks, depending on the Word version.

If you have Office 2007, or later, try Insert tab, Quick Parts button, Field.. and look for UserName and UserInitials. There is also an UserAddress field, but this is not routinely set up when Office is installed. It could be used for the organisation name.

The text for any of these fields can be set on the dialogue to a new default when a field is being inserted.

Anything beyond that would get complicated and would almost certainly need VBA. You would have to balance the level of automation required with the time and skills available.

The contents of the fields GrahamSkan suggests are in Word Options on the Popular tab under the section Personalise your copy of MS Office.

This can be set to auto populate from Active Directory but unless the clients are on the same network you can't guarantee this has been filled out the way you want.

You next option is to have VBA that prompts for the user and organisation details, then uses the answers to populate fields. This would be useless if the network security has been set to block macros and VB code from running. If this is something you want more details on please let us know.

Its just a couple fields that i want updated.

We've built a template employee manual, and I'd like to set some dynamic fields to update the Church name and Church Initials in several areas throughout the document.
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Thank you axessJosh