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Q: How to Generate Custom Proposals in Word ( Answered 5 out of 5 stars,   0 Comments )
Question  
Subject: How to Generate Custom Proposals in Word
Category: Computers > Software
Asked by: pillowphat-ga
List Price: $10.00
Posted: 19 Nov 2003 13:59 PST
Expires: 19 Dec 2003 13:59 PST
Question ID: 278341
Greetings! I am hoping a Word guru can help me with a project I would
like to do. At work, I generate simple leasing proposals for multiple
buildings. I am wondering if there is a way to pull up a saved
proposal template and be prompted for the fields that need to be
customized for each proposal (i.e., each proposal will have a
different tenant name, different lease rates, etc.)

I am a fairly advanced Word user, but have never delved into the use
of fields or input forms much.

We are currently using Office 2000.

Any help is much appreciated!!

Jessica
Answer  
Subject: Re: How to Generate Custom Proposals in Word
Answered By: wonko-ga on 19 Nov 2003 14:38 PST
Rated:5 out of 5 stars
 
Yes, you can, and it is pretty easy to do.  First, click on Insert and
then Field once you have the cursor where you want to insert the
field.  The first type of field you need is "Ask."  Type in the
question or information you want Word to present when you are filling
out the field in the "Prompt" box, and then give the result a
meaningful name in the "Bookmark name" box.

Next, you will need to insert another field tip to display the results
of the Ask field.  Position the cursor where you want to insert the
field.  Then click on Insert and then Field, followed by Ref.  Select
the bookmark name you created in the previous step.  Repeat this
process with the cursor in other locations if you want the same result
to be displayed there, too.

Once you have all of your Ask and Ref fields in your document, you can
have Word take you through all of them, entering data, by clicking
Edit and then Select All, followed by pressing the F9 key.

A couple of other useful items about fields.  You can make the field
codes visible in your document by selecting the area with the field,
right clicking, and selecting Toggle Field Codes.  The same procedure
can be used to hide them if they are already displayed.  You can also
click Update Field after right clicking to update a field.  The F9 key
has the same effect.  Edit field gets you back to the window you
accessed via Insert and Field to edit the field's properties.

If at some point you want to get rid of all the fields to prevent them
from being updated further, while retaining their displayed values,
select the relevant fields or the entire document and then press
control shift F9.

I hope this allows you to easily incorporate fields into your document.

One other note: I have found it helpful to fill out all of the fields
for a document the first time and then save that as template (not to
be confused with a Word template) for reuse.  I open it, save it with
a new filename, and then update the fields for the next project.

Sincerely,

Wonko
pillowphat-ga rated this answer:5 out of 5 stars
You rock, thank you many times over! This is also enough to help me
get acquainted with forms & fields to a point where I can do more
advanced stuff. Thanks again!

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