Forum Discussion
create a master template with insrtable sections with prefilled lists to select to create docs easy
For the simplest methods, although not necessarily the most elegant methods, consider saving your separate parts as AutoText or some other Building Blocks.
Then perhaps use one or more Building Blocks Gallery Content Controls would be useful. https://www.addbalance.com/usersguide/autotextautocorrect.htm#BBGalleryContentControl You can even save such Content Controls as Building Blocks themselves. You would be able to insert such a menu Content Control using the AutoComplete feature of Word.
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The absolute simplest method is to have everything in a single document and let people delete what is not needed.
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Anything else will require programming and macros. Many environments will not allow use of macros. This will not be simple to design or maintain, but if done well, can be very easy to use.
A simple macro solution may be to use Boiler - Insert a selection of documents by Graham Mayor, MVP .
Beware of using the perfectly good and understandable term "Master" when searching for help about Word. That is likely to lead you to the problematic Master Documents "Feature" in Microsoft Word.
The problem with saving it all and then deleting is it reformats the structure of the sections.
Based on the template my boss currently uses the various sections are added using a text box and they auto adjust their size and sometimes stretch across multiple pages then we need to try to adjust the sizing to fit with the other text boxes and then one box ends up getting deleted it takes forever to format it to the right sizes to ideally keep it on 2 pages. having all the various info on 1 document that can be deleted would have way too much to delete
- Charles_KenyonMay 08, 2024Bronze Contributor
I'm sorry to tell you that your boss is doing things wrong, at least for Word.
Text boxes in Word can be handy but they are also problematic and can cause document corruption.
I use them for a few things but generally use Frames or other features instead.
Frames and Textboxes in Microsoft Word
It may be that you are not talking about the kind of Text Box that I am talking about. Text boxes cannot extend across multiple pages, nor can Frames. It is possible you are talking about a (single-cell) Table.
You may want to look at this recent question on the Microsoft Answers site and the responses:
How do I make a template letter auto-populate when I check specific paragraphs from a list?
Also, Word has a jargon term "Section" which is different in meaning from the standard English-language meaning of that term. In Word jargon, it indicates a formatting chunk in Word rather than a logical piece of a document.
- Amber1023May 08, 2024Brass ContributorI’m well aware that things are being Wrong my job is to find the solution and create it except for I don’t know about all these different features and I’m usually a Google user
Just the best way to lay this out and set it up so it doesn’t screw up all the formatting and change the sizing of everything to expense extends across six pages versus the two we’re trying to keep it on- Charles_KenyonMay 08, 2024Bronze Contributor
Please, read the links I've given you.
This may seem like it should be simple. It is not.
Exact terms are important in communication and Google Docs is not Word.
If you are expected to do this, you need to understand Word.
Here is one more link for you. Start with it.
Basic Concepts of Microsoft Word - from Shauna Kelly
That is a short series of tutorials. Reading it will save you immense time and frustration.