Form letter with fillin fields

I do a lot of repeated form type letters such as

Thanks you "Mr & Mrs Carlson":

The donation you made on "8/12/2013" was acceptable and greatly appreciated and we will be seeking your support at our next fund raising driver on "7/16/2014".  We look forward to your continued support in your home state of "NC"

The stuff in "" are the things I have to edit.  Is there a way to highlight those areas and TAB my way from one section to the next, edit the things in quotes and move on to the next quoted section without having to scroll through the entire letter?

Thanks
Vog

You could use form fields; see http://word.mvps.org/FAQs/Customization/FillinTheBlanks.htm and especially the forms tutorials by Dian Chapman that this article links to.

 

If you need to be able to edit any of the letter aside from these fields, then you will be better off using MacroButton fields; see http://word.mvps.org/FAQs/TblsFldsFms/UsingMacroButton.htm. You can use F11 to go from one field to the next.

 

In either case, you should save the form document as a template and create new letters based on that template. In the case of form fields, this will save you from having to clear the form in order to made a new letter. In the case of MacroButton fields, they are overwritten when you fill them in.

Microsoft MVP (Word) since 1999
Fairhope, Alabama USA
http://ssbarnhill.com
http://wordfaqs.ssbarnhill.com
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You have a couple of options:
  • a "fill in the blank" form as Suzanne described
  • a "template" using "Custom Properties"
  • a Mail Merge

Which one you end up using depends entirely on how you work.


Here are some more links on these various concepts. There is a lot of repeating information, the trick is to pick out the specific parts and pieces from each article that specifically do what you need:


Text Form Fields in Word 2007 http://word.tips.net/T003868_Text_Form_Fields_in_Word_2007.html

Locking Document Formatting http://www.informit.com/articles/article.aspx?p=731710&seqNum=14

Setting Up a Document for Structured Editing http://www.informit.com/articles/article.aspx?p=731710&seqNum=16

Repeating Data or Populating Fields http://gregmaxey.mvps.org/word_tip_pages/repeating_data.html

Content Control Enhancements — Word 2013 Preview http://gregmaxey.mvps.org/word_tip_pages/contentcontrol_enhancements_word_2013.html

Using Content Controls to Repeat Form Fields in Microsoft Word 2007 and Word 2010 http://www.sharepointjohn.com/using-content-controls-to-repeat-form-fields-in-microsoft-word-2007-and-word-2010/

Formfield Userform Listbox http://gregmaxey.mvps.org/word_tip_pages/formfield_userform_listbox.html

How to create an electronic form using Word 2010 content controls http://www.techrepublic.com/blog/msoffice/how-to-create-an-electronic-form-using-word-2010-content-controls/4841

Add Classic Form Controls to Ribbon Developer Tab http://gregmaxey.mvps.org/word_tip_pages/add_classic_form_controls.html

Content Controls – Word’s Diamonds in the rough http://gregmaxey.mvps.org/word_tip_pages/Old_Tip_Pages/Content_Controls.htm

Create & Employ a Userform http://gregmaxey.mvps.org/word_tip_pages/create_employ_userform.html

10 steps to creating a Word input form http://www.techrepublic.com/blog/10things/10-steps-to-creating-a-word-input-form/3262?tag=nl.e059

Interactive Userform http://gregmaxey.mvps.org/word_tip_pages/interactive_userforms.html


Part 1: Create professional looking forms in Word

                http://www.computorcompanion.com/LPMArticle.asp?ID=22

Part 2: Adding Automation to your Word forms.

                http://www.computorcompanion.com/LPMArticle.asp?ID=46

Part 3: Learn more VBA (macros) to automate your forms.

                http://www.computorcompanion.com/LPMArticle.asp?ID=119

Part 4: Use custom dialog boxes in your Word forms

                http://www.computorcompanion.com/LPMArticle.asp?ID=127

Part 5: Connect your AutoForm to a database to save input time and keep better records!

                http://www.computorcompanion.com/LPMArticle.asp?ID=136

Create forms that users complete or print in Word http://office.microsoft.com/en-us/word-help/create-forms-that-users-complete-in-word-HA010030746.aspx

Create an e-form with a Word table http://blogs.techrepublic.com.com/msoffice/?p=790

Protecting Parts of a Document http://word.tips.net/T001685_Protecting_Parts_of_a_Document.html

Turning Off Document Protection http://word.tips.net/T000919_Turning_Off_Document_Protection.html

Safely Relocking Forms http://word.tips.net/T001570_Safely_Relocking_Forms.html


Free Forms! Formville.com

http://www.formville.com/

Formville is your one-stop destination for all types of free printable forms. Use them for your office, department, club, or group. You'll save time and money with our free online forms. To browse through our forms, click one of the categories listed at the left side of any page.

These are currently the most popular forms available in Formville. (Don't be confused; these aren't all of our forms. There are currently 229 forms living in Formville. You can find these forms by searching through the categories at the left of any page.) If you can't find the form you want, you can always suggest a new form.

Categories




Links

·    Automated Boilerplate Using Microsoft Word

·    Word 2007 Building Blocks & Autotext by Greg Maxey - walks you through the concepts and galleries for building blocks - how to create and organize them - including ways that Microsoft may not have conceived! Includes downloadable enhancements.

·    Replacing All Building Blocks

·    Adding an AutoText Entry

·    Deleting an AutoText Entry

·    Working more efficiently with Word 2007's new building blocks

·    Create and use content Building Blocks in Word 2007 documents

·    Create and distribute boilerplate text - Word 2007

·    Building Document Generation Systems from Templates with Word 2010 and Word 2007

·    Building Blocks Intro - Intro page with links to 4 more pages

Boilerplate Macro Package (Commercial Add Ins)

·  BoilerPlate Add-In for Word by Bill Coan, MVP

·  AutoText Manager by Chris Devrell





Repeating Data - Populating Fields (includes custom property fields)

http://gregmaxey.mvps.org/Repeating_Data.htm


Creating Custom Document Properties

http://word.tips.net/T000661_Creating_Custom_Document_Properties.html

Summary: Word allows you to keep track of any number of custom properties about a document. Here's how to create those properties and later use them in a document. (This tip works with Word 97 | 2000 | 2002 | 2003 | 2007.)

Inserting Custom Properties with Fields

http://wordribbon.tips.net/T007794_Inserting_Custom_Properties_with_Fields.html

Summary: If you define a group of custom properties for a document, you may want a way to display the contents of those properties dynamically. You can do this using fields, as described in this tip. (This tip works with MS Word 2007. You can find a version of this tip for the older menu interface of Word here: Inserting Custom Properties with Fields.)


Using Document Properties to Ensure Consistent References

http://word.tips.net/T000224_Using_Document_Properties_to_Ensure_Consistent_References.html

Summary: If you need to refer to the same information over and over in a document, you may be interested in using custom document properties to implement those references. Defining the properties is easy and you can use the DOCPROPERTY field to later recall the information. (This tip works with Word 97 | 2000 | 2002 | 2003 | 2007, 2010, 2013.)



The Essentials of Creating a Mail Merge with Word 2007

http://www.dummies.com/how-to/content/the-essentials-of-creating-a-mail-merge-with-word-.html


Beginning a Mail Merge

http://word.tips.net/T000084_Beginning_a_Mail_Merge.html

Summary: Performing a mail merge can be intimidating to some people. It needn't be; Word provides step-by-step wizards that lead you through the process. How you use these wizards is dependent on the version of Word you are using, however. (This tip works with Word 97 | 2000 | 2002 | 2003 | 2007 | 2010 | 2013, 2010.)



10 things you should know about Word 2010's mail merge tools

http://blogs.techrepublic.com.com/10things/?p=2043&tag=nl.e042

So you need to send 100 letters to the biggest donors in the Midwest region. You don’t want to create 100 Word documents and type in each name and address separately, do you? Of course not. Word 2010’s mail merge process makes the task fairly simple — provided you know how to follow the right steps. Mail merge is one of those procedures most people use infrequently, so even if you’re an old hand a Word, a refresher might be helpful.




The following articles are available for the 'Mail Merge' topic. ... When you are doing a mail merge in Word, you may need to calculate a date sometime in the ...
wordribbon.tips.net/C0727_Mail_Merge.html


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*****
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As computer scientists we are trained to communicate with the dumbest things in the world – computers –
so you’d think we’d be able to communicate quite well with people.
Prof. Doug Fisher

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Instead of just spewing out your entire content on any subject, you might consider what the OP can actually use. All your information on content controls is irrelevant to a Word 2002 user, and a mail merge is overkill for a single letter.
Microsoft MVP (Word) since 1999
Fairhope, Alabama USA
http://ssbarnhill.com
http://wordfaqs.ssbarnhill.com
Screen shots captured with TechSmith's Snagit

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Suzanne I just love your little love letters, NOT!
 
That was a selected sub set of the links, I had about 4 times as many I as presented.  Yes, mail merge is overkill for a single letter, but we don't know exactly how the OP is working (AS I POINTED OUT you ... ). They asked about changing one letter, but since they are asking about a form letter, obviously they create more than one, we just don't know how frequently it is being done, and how much content is being changed.
.
*****
.
As computer scientists we are trained to communicate with the dumbest things in the world – computers –
so you’d think we’d be able to communicate quite well with people.
Prof. Doug Fisher

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Great! Thanks for your feedback.

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Last updated October 5, 2021 Views 3,842 Applies to: