Brainstorming about linking a file that never leaves our servers to a file we send out

Well as long as were dealing in the Abstract world (lack of a concrete example), I would prepare a Customer Template, have them send back the template and have a macro upload the info from Customer template. Customer template has 2 tabs: 1) to fill in 2) Data tab which 'pulls' the info off of the 1st tab allowing you to Copy (macro?) into your file (network). Might want to add a Control number so you don't duplicate orders?

Originally Posted by queuesef

Well as long as were dealing in the Abstract world (lack of a concrete example), I would prepare a Customer Template, have them send back the template and have a macro upload the info from Customer template. Customer template has 2 tabs: 1) to fill in 2) Data tab which 'pulls' the info off of the 1st tab allowing you to Copy (macro?) into your file (network). Might want to add a Control number so you don't duplicate orders?

I guess I would have them copy the customer layout "tab" to their personal copy, then use a macro to copy and paste the data. Hmmm. I wish I could think of a better solution, but I can't.