Creating a Fillable Template in Word

[Tinsmith]

Hello all,

I have a question about Word 365. I work in an office where we often have to fill in the same kind of document over and over, just with the Client's Name and Address changed in each document. The problem is, there are several different places throughout the document where this name/address change has to occur, some of them formatted in all CAPS, others with underlining etc. My question is this: is there a way to create a template that prompts the user to input the Client Name, Street Address, City, State, Zip, etc., and then it will take that information and format it accordingly throughout the document? I have some very limited experience with VBA, but any advice you could offer on the subject would be most appreciated.

[AliGW]

It sounds like a job for mail merge: https://support.office.com/en-us/art...b-0a948fa3d7d3

[macropod]

Rather than a mailmerge, it sounds like you need to create a template you can use as the basis of a fillable form document, for which you might employ a userform:
http://www.gmayor.com/Userform.htm
https://gregmaxey.com/word_tip_pages..._userform.html
https://gregmaxey.com/word_tip_pages...userforms.html
https://gregmaxey.com/word_tip_pages...pass_data.html
or do the fillin directly in the document:
https://support.office.com/en-us/art...B-AC44937E3A9F
https://wordmvp.com/FAQs/Customizati...nTheBlanks.htm
https://wordmvp.com/FAQs/TblsFldsFms/LinesInForms.htm
https://gregmaxey.com/word_tip_pages...llin_form.html

See also:
https://gregmaxey.com/word_tip_pages...ting_data.html


Do note that some of the above content may refer to formfields, ActiveX controls and content controls. Only formfields are supported on all Word versions; ActiveX controls are not supported at all on Macs and content controls are only fully supported on Macs from Office 2013 onwards and on PCs from Office 2007 onwards. Accordingly, you approach may be limited by the range of Office versions you need to be able to work with. Also be aware that formfields and content controls should not be used in the same document; they weren't designed for such use and trying to use them that way can cause usability problems.