[mso] Word 2002: Sections, Header/Footers, AutoNumber, Data Collection, Bookmarks, Cross References & Other User Skill Level Variables . . . Best Format?

  • From: Cathy.Evans@xxxxxxxxx
  • To: mso@xxxxxxxxxxxxx
  • Date: Tue, 17 Aug 2004 11:34:28 -0400

Hi everyone.  This is starting as a Word problem, but Word may not be the
ultimate solution, and I'll throw this out for any ideas.  Will try to
group problems, whether anyone can address one or all, any help would be
greatly appreciated.  I am open to new software ideas, is this a fit for
the version of Adobe that creates forms (haven't used it, but willing to
learn) or is there a better fit?  Or can Word handle this and does anyone
have any simple samples, as the visual basic section of word is brand new
to me!  This is an ongoing problem, but one that I need to resolve in the
next few weeks, as major form revisions are coming.  Does anyone have
similar problems and how do you resolve?  Thank you so much, everyone.
Cathy

Overview:  Have a large (100+ page contract document) that has several
problems/needs:

Situation 1:
Document is set up in sections so different headers, footers & numbering
can be set up.
Problem:
Users sometimes delete blocks of text and unknowingly delete section breaks
which totally messes up headers, footers & numbering and I am constantly
having to fix.  Some users know to look for sections and some do not.
Need:
Way for users to remove document parts without deleting section breaks.
Hard setting up protections for sections, as the users need to edit many of
the sections, each contract has different editing needs.

Situation 2:
Document has many multi-level/customized numbering sections.
Problem:
If users do not know how to indent to get number level desired, or to
shift/enter to get the next line without getting new number, awful things
happen and they often remove the auto number in the paragraph they are
editing, then set up manual numbers, and I have seen many weird
combinations of customized numbers where it seems like they go to each
section and set the next level to a certain number and if you delete a
numbered line . . . trouble.
Need:
Too many diverse & remote users to train in using numbering, need to find a
better way.

Situation 3:
I have many fill-in/ask fields that pop up when the user first opens the
document, then those results are populated in different areas of document
via bookmark crossreferences.
Problem:
If user deletes original bookmark, the cross reference gives 'reference
source not found!' error.  Wanting to eventually convert these to forms
that would be populated once a user enters data in access, but can't get
the users to go to access first, and there is no data source, as this is
the first time the data will be captured anywhere.  If they accidentally
delete a bookmark referencing something that goes in a table of contents,
trouble there, too!
Need:
More stable data collection/populating data idea/method.

Situation 4:
This document has a section in the back devoted to the numerous forms that
go with the contract.  These forms are often updated, and also a user might
not use a form for that particular contract, so they delete it.
Problem:
Same delete section/header/footer problem as above, it can really mess up
headers/footers if user doesn't look for section breaks.  Latest revision
of forms not in document.  I used to have them linked so the updates would
pass to the forms, but this confused users so much I removed the links and
just put in the form itself.
Need:
Ideally, list of documents that users could put a checkmark against the
ones they needed for that contract, then it would either just print the
most current version of that document, or bring itinto the document at the
end with proper header/footer.





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