Creating a word document with a dialog box asking for a few key pieces of info

There's a few ways to do it, both involving Macros.

You could use an InputBox to ask user for each string, and use that to update a Field/Bookmark.

Or you could use an Input Form and have them enter all the information at one time in a form and have that update the fields/bookmarks.

Appreciate you posting this. I set up a number of these documents back in 2000 / 2001, and it worked slick as hell. I tried to recreate those documents (or similar) a few weeks ago, and I was absolutely stymied. Couldn't find anything at all online. Like you, I wasn't even sure what terms to search. If you can post what you ultimately learn from your searching (per the post above), it'll let me keep browsing TD instead of doing something productive like digging for the answer myself. And that'd be a good thing (for me at least).

FWIW, I recall it being a very straightforward process using the old Word '97. We were starting Word from inside Needles (law firm) software. The document would automatically pull some data from Needles (client name / address). It would ask for the date, name prefix (Mr., Mrs., Ms., Dr., etc.), and several other things which could all be typed into the dialog box. From there, the document would be fully generated and could be printed / saved--either in Needles, on the server, or both.

Using macros sounds familiar, but my earlier searching on this yielded nothing.

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