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

From: "Ray Blake" <ray@xxxxxxxxx>
To: <mso@xxxxxxxxxxxxx>
Date: Tue, 17 Aug 2004 18:08:16 +0100

Wow, you've really bitten off a big one there! The only part I can offer
any insight around is number 3. I wonder whether you might be better
holding this info in the document's custom properties rather than fillin
fields. You could have an Auto_Open call to a dialogue which takes them
all on one form.

Word's not my speciality app, but that's how I'd do it, I think.

Ray

------------------------------------
GR Business Process Solutions
Ray Blake
Head of Software Design
ray@xxxxxxxxx
Braedon
Newell Road
Hemel Hempstead
Herts HP3 9PD
tel: 01442 396518
fax: 01442 389353
www.grbps.com
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-----Original Message-----
From: mso-bounce@xxxxxxxxxxxxx [mailto:mso-bounce@xxxxxxxxxxxxx] On
Behalf Of Cathy.Evans@xxxxxxxxx
Sent: 17 August 2004 16:34
To: mso@xxxxxxxxxxxxx
Subject: [mso] Word 2002: Sections, Header/Footers, AutoNumber, Data
Collection, Bookmarks, Cross References & Other User Skill Level
Variables . . . Best Format?


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

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

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