Form to select template & then user form to allow user to fill in details in template

[kopapa]

Hi All,

I hope someone can give me some directions as to how to cope with this. Probably a resource or sth to get me going...

So,
I have some word templates (i.e. invoices, thank you notes, support, notifications etc.).
I want to:

1. Create a form listing all the templates and allowing the user to choose the right one, open it and then ...
2. Another form must auto-open (depending on the chosen template). The second form will allow the user to enter data to fill in gaps in the template, i.e. dates, addresses etc.
3. Finally, the proper template will be filled in with user input. and saved in another location (probably with a different name)
4. Forms and templates will be distributed to empoyees to use in their own pcs...

Any directions or resources? I have found some general directions on using forms but nothing a little bit more specific.

Any help would be greatly appreciated.
Thanks in advance!

[macropod]

To be able to use the form, the user must first open or create a document attached to the relevant template. Given that prerequisite, I can't see why you wouldn't simply tell them to use the relevant template to begin with.

The only thing you're potentially saving is the duplication of the code to fill in each document. Even that assumes you'd be soliciting the same set of details for each type. And, if you took that approach, your users couldn't use the form to create a new document other than by your round-about approach.