Tailoring an existing document over and over again....

sararose15 <sararose15 RemoveThis @discussions.microsoft.com> wrote:

> I have an existing Word doc that I would like to be able to easily customize
> repeatedly (there are certain portions of the text that are always needing to
> be tailored). Can the doc be set up to prompt me with all the areas that need
> to be tailored? Should I set up a merge to accomplish this? How? I'm hoping
> there's a quicker, easier way to be doing all these customizations rather
> than scrolling through and adjusting around my editing marks

There are various ways to do this; how you choose to do it depends upon
your temperament and the nature of the changes. One simple approach to
consider is the use of document properties: in the a document is a field
referring to a document property, and you just make the changes each
time in the File > Properties dialog. (You can create your own
properties there.) That's how, for example, I would handle a piece of
legal boilerplate where the names of the parties needed to be changed
throughout the document every time. Another possibility is bookmarks
showing you where text needs changing, or a Find that looks for hidden
text so as to get you to the right places. m.


--
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Hi Mark-

The use of templates as you describe is essentially the same for Mac.

_Usually_, templates created on either platform are interchangeable with the
other. One major exception is that PC templates may contain fields that are
actually Active-X controls which are not supported by the Mac OS.

Regards |:>)


On 7/19/05 11:14 AM, in article eEheDSHjFHA.3164.RemoveThis@TK2MSFTNGP15.phx.gbl,
"mmmmark" <mdneely.RemoveThis@_EXTRA_vcsd.com> wrote:

> I haven't done this in the Mac version, so someone correct me if this isn't
> possible.
>
> In the PC version, we create templates with form fields (things like blanks
> or check boxes, even pull down lists of choices). Once the document is
> locked for editing, these form fields are accessed by tabbing between each
> one. It works good for filling out forms, i.e. items not heavy in text, but
> heavy in format requirements.
>
> Someone please let me know if these can be created on a Mac. AND, if
> created on a PC, will they behave the same way on a Mac.
>
> -Mark
>
> "sararose15" <sararose15.RemoveThis@discussions.microsoft.com> wrote in message
> news:61352C43-308D-4FB4-8ECE-5D3CE4F439FE@microsoft.com...
>> I have an existing Word doc that I would like to be able to easily
>> customize
>> repeatedly (there are certain portions of the text that are always needing
>> to
>> be tailored). Can the doc be set up to prompt me with all the areas that
>> need
>> to be tailored? Should I set up a merge to accomplish this? How? I'm
>> hoping
>> there's a quicker, easier way to be doing all these customizations rather
>> than scrolling through and adjusting around my editing marks. Thanks for
>> any
>> help!
>
>

Thanks, I figured they would work that way, but sometimes these things can
bite one on the butt.


"CyberTaz" <onlygeneraltaz1.DeleteThis@com.cast.net> wrote in message
news:BF03B625.98B%onlygeneraltaz1@com.cast.net...
> Hi Mark-
>
> The use of templates as you describe is essentially the same for Mac.
>
> _Usually_, templates created on either platform are interchangeable with
> the
> other. One major exception is that PC templates may contain fields that
> are
> actually Active-X controls which are not supported by the Mac OS.
>
> Regards |:>)
>
>
> On 7/19/05 11:14 AM, in article eEheDSHjFHA.3164.DeleteThis@TK2MSFTNGP15.phx.gbl,
> "mmmmark" <mdneely.DeleteThis@_EXTRA_vcsd.com> wrote:
>
>> I haven't done this in the Mac version, so someone correct me if this
>> isn't
>> possible.
>>
>> In the PC version, we create templates with form fields (things like
>> blanks
>> or check boxes, even pull down lists of choices). Once the document is
>> locked for editing, these form fields are accessed by tabbing between
>> each
>> one. It works good for filling out forms, i.e. items not heavy in text,
>> but
>> heavy in format requirements.
>>
>> Someone please let me know if these can be created on a Mac. AND, if
>> created on a PC, will they behave the same way on a Mac.
>>
>> -Mark
>>
>> "sararose15" <sararose15.DeleteThis@discussions.microsoft.com> wrote in message
>> news:61352C43-308D-4FB4-8ECE-5D3CE4F439FE@microsoft.com...
>>> I have an existing Word doc that I would like to be able to easily
>>> customize
>>> repeatedly (there are certain portions of the text that are always
>>> needing
>>> to
>>> be tailored). Can the doc be set up to prompt me with all the areas that
>>> need
>>> to be tailored? Should I set up a merge to accomplish this? How? I'm
>>> hoping
>>> there's a quicker, easier way to be doing all these customizations
>>> rather
>>> than scrolling through and adjusting around my editing marks. Thanks for
>>> any
>>> help!
>>
>>
>