Originally Posted by
jamescol
Duane,
We can develop a VBA solution to fit your process.
[DA] "Solution development" is overkill for this, I'm just toying with learning VBA from a practical point of view for my own knowledge, so I don't want to waste your time doing more than I can use at this time!
The code doesn't necessarily require any input for creating or deleting the textbox. You will need to clarify a few steps to ensure we tackle the correct issues. I'm pretty sure we can automate everything you need.
Let me recap what I understand, and ask you to confirm/elaborate.
1. An Admin receives a document from a partner.
A) I assume partner in this case indicates a partner in the firm, not an outside vendor sometimes referred to as a partner?
[DA] Correct.
B) The documents received are not necessarily the same standard template; they vary in purpose and format?
[DA] Correct.
2. The Admin needs to mark the document as a draft prior to sending to others for review and revision.
A) Do you have certain requirements for the placement, size, or font of the DRAFT text?
[DA] Something prominent in the upper right corner. For font I use Impact 36 pt in 25% gray, italicized.
B) You want to have the code in the Admin's normal.dot place the DRAFT text on the document?
[DA] Correct.
C) Does the DRAFT text have to be in a textbox, or can the code place it on the document another way?
[DA] The admin assist had started doing this manually with a text box, and I just thought I'd automate her specific task (she didn't ask, just thought I'd surprise her). But, great question. Putting it in the header can be another viable option, as long as removing "DRAFT" does not also remove any other data that may be in the header, depending on the document.
3. The Admin send the document for review/revision.
A) Is the document sent via email? If so, would you want to automate sending the document as part of marking it a DRAFT?
[DA] No, paper-oriented practice.
B) How are revisions collected/collated? Is the Admin using the Track Changes feature and then merging changes?
[DA] No, paper-oriented practice. They do it by hand in pen.
4. Once revisions are complete, the Admin needs to run some code to remove the DRAFT text from the document.
A) You want to remove all traces of the DRAFT text and/or field form the document? In other words, no other text should replace DRAFT, it just disappears?
[DA] Good thought, but it's basically just draft or not.
5. The Admin will have several different documents for various partners marked DRAFT at any given time. The documents may not be returned or completed in the order the Admin marks and distributes them, so the code needs to be able to work regardless of the incoming/outgoing order?
[DA] Correct.
A) So the Admin maintains control over when a certain document is ready to have its DRAFT text removed. There are no other criteria other than the Admin's being ready to run the code to remove the text?
[DA] Correct.
James