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Help with doc automation and saving to pdf

  1. #1
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    Help with doc automation and saving to pdf

    Hello

    I have a 4 page document in word and I need it to do the following:

    Ask for the name of the client and input the name in the <name field>
    Ask for the case number and input the name in the <case field>
    Ask for todays date and input the date in the <date field>
    Ask for a selection from two email addresses and enter the one selected into the field <address field>

    Create document and save each page individually as a pdf and give each page a custom name. So first page would be pleading name of client_case number_ABC.pdf, second would be name of client_case number_xyz.pdf and so forth

    is this something that is doable?
    Where do I even start?

    Any guidance would be much appreciated


    Thank you

  2. #2
    Valued Forum Contributor ranman256's Avatar
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    Re: Help with doc automation and saving to pdf

    (This is vb programming)
    in the macro vbe area, create a form.
    in the form put boxes for everything you want entered....client name, case, email (date can be automatic)
    put a button on the form that wont enable untill all items needed are entered.
    on button click, put the values from the boxes into the document where needed.

  3. #3
    Forum Expert macropod's Avatar
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    Re: Help with doc automation and saving to pdf

    Whilst this does require a macro, it doesn't really require a userform. It could be done via input boxes, for example, or even in the document itself.
    Cheers,
    Paul Edstein
    [Fmr MS MVP - Word]

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