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Master Document within Word

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    Master Document within Word

    Hi All,

    I appreciate this isn't an Excel issue but I've always found the users on this forum exceptionally helpful and given a lot of the features are the same, I'm sure someone will be able to assist.

    I have a template contract which will be used within my company to create all contracts with all of our different clients. Certain aspects of the contract will differ client to client, whilst the bulk of the contract will remain the same regardless of client. Hence, I wish to be able to update the unique data on a master document, which will then pull through to the relevant place within the contract.

    Example:
    Page 1 Section 1.1 refers to Party A (my company) and Party B (client).
    Page 1 Section 2.1 refers to Type of Services, which vary depending on the type of work being requested by the client
    and so on and so forth.

    Therefore I am looking to be able to have a master page/master data box wherein I can update the unique data in one place (client name, type of services etc.) that will then automatically pull through to the correct place within the word document.

    Any help/assistance highly appreciated.

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    Re: Master Document within Word

    It's probably best if I move this to the Word sub forum.
    Richard Buttrey

    RIP - d. 06/10/2022

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

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    Forum Expert macropod's Avatar
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    Re: Master Document within Word

    If you want to have a data-entry page, you could use content controls to capture the input, combined with linking and/or ContentControlOnExit macros to replicate the data elsewhere in the document. See: http://gregmaxey.mvps.org/word_tip_p...ting_data.html

    If you don't want a cover page for the data entry, you could do the input via a userform and use that to populate the document. The above link has some information on that, too.
    Cheers,
    Paul Edstein
    [Fmr MS MVP - Word]

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