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    LaLey's Avatar
    LaLey Posts: 1, Reputation: 1
    New Member
     
    #1

    May 22, 2012, 02:38 PM
    Is there a way to auto-fill various details in a standard document from a database?
    Hi. I am a lawyer and often fill out the same forms for various clients. Is there a system where I can put in a name or use a shortcut to input all the details for my individual clients into these forms.

    For Example...

    If there is a form where I need to put the case number, client name, address, and phone number in each time I complete it for a new client, I want to be able to open the document, somehow indicate which client it is for (from some sort of database that has all the info), and then all the information is then automatically filled into the correct areas. Is there anyway I can do that? Any software or program? Please help!

    Thanks!
    ScottGem's Avatar
    ScottGem Posts: 64,966, Reputation: 6056
    Computer Expert and Renaissance Man
     
    #2

    May 22, 2012, 02:50 PM
    Sure its called a mail merge. What word processing software do you use?

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