Forum Discussion
Amber1023
May 06, 2024Brass Contributor
create a master template with insrtable sections with prefilled lists to select to create docs easy
I need to create a word template for a fillable document with pre-outlined sections and structure for quick document creation for each job we do. The document is a JSA (Job Safety Analysis and ...
tsharp440
Aug 21, 2024Copper Contributor
Hi Amber,
Did you find any solution for this? It sounds similar to what I'm looking for, I need an add-in to work my project specification system, I'm using one now, but it only works on Word 2007.
The main buttons I need:
Import Custom Section
Delete Section
Renumber Clauses
Update Table of Contents
The system i currently use recognises the Sections, Subsections, and Clauses by different heading types,
So for example... Ii have a master file pre loaded with my standard sections, i can edit or delete sections from that, can import one of my other pre-built custom sections, maybe remove or add some subsections or clauses, then re number all clauses, and update table of contents
Thanks : )
Did you find any solution for this? It sounds similar to what I'm looking for, I need an add-in to work my project specification system, I'm using one now, but it only works on Word 2007.
The main buttons I need:
Import Custom Section
Delete Section
Renumber Clauses
Update Table of Contents
The system i currently use recognises the Sections, Subsections, and Clauses by different heading types,
So for example... Ii have a master file pre loaded with my standard sections, i can edit or delete sections from that, can import one of my other pre-built custom sections, maybe remove or add some subsections or clauses, then re number all clauses, and update table of contents
Thanks : )
- Charles_KenyonAug 21, 2024Bronze Contributor
- Did you read the linked pages?
- Are you willing to program?
- Are you working somewhere that macros can be used?
Here are things that can be used in Word to approach this without macros:
- Global Templates
- that hold AutoText or other Building Blocks (these hold the content)
- implemented using Building Blocks Gallery Content Controls
One or more Building Blocks Gallery Content Controls can be saved as AutoText as well and can be inserted in a document using AutoComplete. A set of such controls could, themselves, be the subject of another Building Blocks Gallery Content Control.
- tsharp440Aug 21, 2024Copper ContributorHi Charles,
Thanks for your reply, I will read them, I've worked with Excel in the past, not really with Word, this is something I've wanted to build for a few years, I've been keeping a PC with a version of Office 2007 simply for that add-in, but it's time to retire that PC, it's 2.37am here and I'm now typing this on my phone, I'll start working through it over the next few days, more than likely I'll need some assistance from this forum as I work through it,
Many Thanks, Tim Sharp- Charles_KenyonAug 21, 2024Bronze Contributor
Hi Tim,
If you are just starting to dig into Word's capabilities, I strongly recommend spending a little time with this short series of tutorials.