thirstymeg
01-09-2005, 11:20 PM
Hi
I am trying to set up some automated Templates at work to enable better document control and tracking.
What i want to do is when you open a new document (using the Template) it steps you through a series of questions to fill in the bulk of the form. Currently I am just working on a basic fax document, so i just need it to prompt me for the Recipient Name, Company, Fax Number and Number of Pages. I have seen this done before so i know it can be done, just not sure how/what i have to do.
So far I have been mucking around with the ASK field but not with much success. I have set up the field via Insert / Field. When I press Okay, the prompt box then comes up straight away (which i figure is just the way it works - but if i type any info in it doesn't insert it anyway). I then assigned bookmarks to the places that i want the text to be inserted but this doesn't seem to have made much difference.
i tried saving the document both as a doc file and as a template, thinking that when i next opened it, it would prompt me for the information, but it doesn't.
Any hints/ideas you have would be wonderful, cos my head is starting to hurt - shouldn't have to do this much thinking this close to christmas!!!!
Feel free to point me in the direction of any relevent topics/forums if you know of them.
I'm starting to go NUTS!
Thanks
Megs
I am trying to set up some automated Templates at work to enable better document control and tracking.
What i want to do is when you open a new document (using the Template) it steps you through a series of questions to fill in the bulk of the form. Currently I am just working on a basic fax document, so i just need it to prompt me for the Recipient Name, Company, Fax Number and Number of Pages. I have seen this done before so i know it can be done, just not sure how/what i have to do.
So far I have been mucking around with the ASK field but not with much success. I have set up the field via Insert / Field. When I press Okay, the prompt box then comes up straight away (which i figure is just the way it works - but if i type any info in it doesn't insert it anyway). I then assigned bookmarks to the places that i want the text to be inserted but this doesn't seem to have made much difference.
i tried saving the document both as a doc file and as a template, thinking that when i next opened it, it would prompt me for the information, but it doesn't.
Any hints/ideas you have would be wonderful, cos my head is starting to hurt - shouldn't have to do this much thinking this close to christmas!!!!
Feel free to point me in the direction of any relevent topics/forums if you know of them.
I'm starting to go NUTS!
Thanks
Megs