Copy Text from Bookmark in SourceDoc to use as Document Variable in NewDoc

Hi,<br><br>I would like to have a Source Document set up with various bookmarks with text inside the bookmarks.&nbsp; I would then like to have different Templates with DocVariable fields throughout.&nbsp; When I create a new document from the template, I would like to run a macro that will copy the text from a particular bookmark in the SourceDoc and set it as the value for a particular DocVariable in the NewDoc.<br><br>This is what I have come up with, but I cannot get it to work for me, any help would be much appreciated.

Code:

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Private Sub Document_New()
    Dim oSourceDoc As Document
    Dim oRng As Range
    Set oSourceDoc = Documents.Open("SourceDoc")
    oRng.Text = oSourceDoc.Bookmarks("bookmark").Range.Text
    Set oVars = ActiveDocument.Variables
    oVars("doc_variable").Value = oRng.text
    Set oVars = Nothing
End Sub

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Not sure why it posted like that, code I tried should be:

Code:

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Private Sub Document_New()
    Dim oSourceDoc As Document
    Dim oRng As Range
    Set oSourceDoc = Documents.Open("SourceDoc")
    oRng.Text = oSourceDoc.Bookmarks("bookmark").Range.Text
    Set oVars = ActiveDocument.Variables
    oVars("doc_variable").Value = "test"
    Set oVars = Nothing
End Sub

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The code should go in the template you are creating the modified documents from. Personally I would populate content controls rather than docvariables as they are more robust. https://www.gmayor.com/insert_content_control_addin.htm may be useful in that regard. The following code will populate docvariables, and if the matching content control titles exist it will populate those also. Change the various variable and content control names and the document path as appropriate.

Code:

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Private Sub Document_New()
    Dim oSourceDoc As Document
    Dim oTarget As Document
    Dim sPath As String
    Dim oBM As Bookmark
    Dim oCC As ContentControl
    Dim oVars As Variables
    Dim sText As String
    sPath = "C:\My path\Sourcedoc name.docx"
    Set oTarget = ActiveDocument
    Set oSourceDoc = Documents.Open(sPath)
    Set oVars = oTarget.Variables
    For Each oBM In oSourceDoc.Bookmarks
        sText = oBM.Range.Text
        Select Case oBM.Name
            Case "BookmarkName_1"
                oVars("doc_variable1").value = sText
                For Each oCC In oTarget.ContentControls
                    If oCC.Title = "CCTitle 1" Then oCC.Range.Text = sText
                Next oCC
            Case "BookmarkName_2"
                oVars("doc_variable2").value = sText
                For Each oCC In oTarget.ContentControls
                    If oCC.Title = "CCTitle 2" Then oCC.Range.Text = sText
                Next oCC
            'etc
        End Select
    Next oBM
    oSourceDoc.Close 0
    Set oSourceDoc = Nothing
    Set oTarget = Nothing
    Set oCC = Nothing
    Set oVars = Nothing
End Sub

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While a Rich Text Content Control can contain any content that you would find in a bookmark, a document variable can only contain text and is, I believe, limited to 256 characters.

Also, consider storing as AutoText or another kind of Building Block.

Thank you so much Graham, that worked perfectly. I am looking at whether to switch from DocVariables to Content Controls in the Target, I did already change the bookmarks in the source document to content controls (much better) and changed the code to this as a result:

Code:

---

Private Sub Document_New()
    Dim oSourceDoc As Document
    Dim oTarget As Document
    Dim sPath As String
    Dim oBM As Bookmark
    Dim oSourceCC As ContentControl
    Dim oTargetCC As ContentControl
    Dim oVars As Variables
    Dim sText As String
    sPath = "C:\My path\Sourcedoc name.docx"
    Set oTarget = ActiveDocument
    Set oSourceDoc = Documents.Open(sPath)
    Set oVars = oTarget.Variables
    For Each oSourceCC In oSourceDoc.ContentControls
        sText = oSourceCC.Range.Text
        Select Case oSourceCC.Title
            Case "sourceCCTitle 1"
                oVars("doc_variable_1").Value = sText
                For Each oTargetCC In oTarget.ContentControls
                    If oTargetCC.Title = "targetCCTitle 1" Then oTargetCC.Range.Text = sText
                Next oTargetCC
            Case "sourceCCTitle 2"
                oVars("doc_variable_2").Value = sText
                For Each oTargetCC In oTarget.ContentControls
                    If oTargetCC.Title = "targetCCTitle 2" Then oTargetCC.Range.Text = sText
                Next oTargetCC
            'etc
        End Select
    Next oSourceCC
    oSourceDoc.Close 0
    Set oSourceDoc = Nothing
    Set oTarget = Nothing
    Set oSourceCC = Nothing
    Set oTargetCC = Nothing
    Set oVars = Nothing
End Sub

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If it helps anyone else viewing this, I also wanted to code in the path name for the source document, which I plan to have in the same folder as the template document I would be using to create the new document, ie, "C:\My path\client name\Source Document.docx" and "C:\My path\client name\Template.dotm".

I added the following code which seems to work:

Code:

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Dim sTemplatePath As String
   
    sTemplatePath = ActiveDocument.AttachedTemplate.Path
    sPath = sTemplatePath & "\Source Document.docx"

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So if I create a new document from "C:\My path\Client 1\Template.dotm" it would give - sPath = "C:\My path\Client 1\Sourcedoc name.docx", and if I create from "C:\My path\Client 2\Template.dotm" it would give - sPath = "C:\My path\Client 2\Sourcedoc name.docx" etc.

The final challenge, if it is possible, would be to have the code loop through the SourceDoc and find all the content controls and then set the values of the respective DocVariables and Content Controls in the Target, given that the Title of each Content Control in the SourceDoc will always be the exact same as the Name of the respective DocVariable or Title of the respective Content Control in the Target, rather than typing them each one out individually.

Any idea if this could be done?

Based on your comments the following appears to do what you requested. The methodology you are employing however eludes me. Couldn't you simply create a new document using the source document as a template?

Code:

---

Private Sub Document_New()
    Dim oSourceDoc As Document
    Dim oTarget As Document
    Dim sPath As String
    Dim oSourceCC As ContentControl
    Dim oTargetCC As ContentControl
    Dim oVars As Variables
    Dim sText As String
    sPath = "C:\My path\Sourcedoc name.docx"
    Set oTarget = ActiveDocument
    Set oSourceDoc = Documents.Open(sPath)
    Set oVars = oTarget.Variables
    For Each oSourceCC In oSourceDoc.ContentControls
        sText = oSourceCC.Range.Text
        oVars(oSourceCC.Title).value = sText
        For Each oTargetCC In oTarget.ContentControls
            If oTargetCC.Title = oSourceCC.Title Then oTargetCC.Range.Text = sText
        Next oTargetCC
    Next oSourceCC
    oSourceDoc.Close 0
    Set oSourceDoc = Nothing
    Set oTarget = Nothing
    Set oSourceCC = Nothing
    Set oTargetCC = Nothing
    Set oVars = Nothing
End Sub

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