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    karlrove99's Avatar
    karlrove99 Posts: 5, Reputation: 1
    New Member
     
    #1

    Aug 4, 2008, 10:01 AM
    Creating a template in Word 2007 with auto-populate
    In Word 2007, I am trying to create a fax cover sheet template that will auto-fill the user's name, title and email address. When Bob opens the template, it will auto-fill Bob Smith, Senior Manager, bob@needhelp.com.
    I do not want to create a template for each individual person. I want to have one template on the shared drive that each user can open and auto-fill, or auto-text, or auto-complete, or auto-populate, (or whatever you call it) for each person's unique information.
    ScottGem's Avatar
    ScottGem Posts: 64,970, Reputation: 6056
    Computer Expert and Renaissance Man
     
    #2

    Aug 4, 2008, 10:11 AM
    When you install Word, you are supposed to fill in some user information and store it in a profile. This fields in this profile can be setup as default values in your template. You need to Insert a field for each piece of info. There should be info in Help on how to do this.
    karlrove99's Avatar
    karlrove99 Posts: 5, Reputation: 1
    New Member
     
    #3

    Aug 4, 2008, 08:38 PM
    Quote Originally Posted by ScottGem
    When you install Word, you are supposed to fill in some user information and store it in a profile. This fields in this profile can be setup as default values in your template. You need to Insert a field for each piece of info. There should be info in Help on how to do this.
    Yes, you put in Name, initials and organization. Where can you store email address? And what string can you use to recall that information?
    ScottGem's Avatar
    ScottGem Posts: 64,970, Reputation: 6056
    Computer Expert and Renaissance Man
     
    #4

    Aug 5, 2008, 05:59 AM
    I know this is possible because my company has such templates. But they are locked so I can't see the actual coding. What I would suggest is to download some of the templates from microsoft's site and see how they are setup. I know there is a user profile within ccess that can store more that the three user fields. And then access them.
    JBeaucaire's Avatar
    JBeaucaire Posts: 5,426, Reputation: 997
    Software Expert
     
    #5

    Aug 5, 2008, 07:43 AM
    I hope they've expanded these fields in Office 2007, but in 2003 (which I still use) the only User Fields (Found in TOOLS > OPTIONS > USER INFORMATION) are:
    • User Name
    • User Initials
    • User Address

    Those of you with 2007, are there more fields in there now?

    The codes to add these "auto fill fields" to a document are found in INSERT > FIELD > CATEGORIES: User Information

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