Cindy M -WordMVP- wrote:

Sounds wonderful, but I can't find it.  Which part of the FAQ page is
it at?

I'm open to suggestions, at the moment all I've got is an Access app
which saves particular values into a table from check boxes and combo
boxes.  I want to press a button and create a word document to the
specifications from the table.

I have no experience with autotext.

The values from the Access table only determine which paragraphs are to
be written to the final Word document.

I am a financial planner.  If you are familiar with what an FP does, as
opposed to a stock broker or investment advisor, we're generalists who
go over a client's entire financial situation looking for better ways
to structure portfolios, manage taxes, minimise risks etc.  I basically
want to create an application which takes a checklist approach.

After going through my checklist I'll have made recommendations on a
great many issues and then will have to write them up in a document.
I've got a library of text recommending and explaining various
strategies which I want written into the various portions of the
financial plan document.

So for instance if I've ticked the box saying that the client wants
estate planning advice, a tab page becomes unhidden onto which I tick
boxes and choose from lists to make various estate planning
recommendations

On the subject of Wills I can either recommend the client get a Will
drawn up, recommend they review their existing Will, or advise that the
current Will is fine.  That's a combobox.  I can also tick a box to
recommend that the client have a testamentary trust drawn into their
Will, and there are other boxes to tick and lists to navigate and
values to fill in as appropriate.  All of these get saved into an
Access table, e.g. the Will field will say "New", "Review", "Fine" or
something, and the testamentary trust field will either be true or
false.

The text passages I want to insert range from a few words through to
many pages.

So I'm really looking for suggestions (and code examples) of how to
create an automated Word document which draws on a text library and
mixes and matches paragraphs in accordance with my recommendations.

The final product can be as much as 100 pages and give dozens of
recommendations with numerous charts and calculations plus narrative.

What do you suggest I do?

Thanks

Travis