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MS Office Forum / Word / Programming / December 2005

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Help with automated "Procedure" template

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John G. - 27 Dec 2005 20:49 GMT
Hello all! Im very new to VBA, and userforms in general, however Ive
managed to create a userform with a decent amount of VBA running behind
it.

My goal is to create a Policy/Procedure template for our company. The
userform launches on new document creation, and asks for various pieces
of info (Description, Orig. Department, Affected Department, Eff. Date
*this is validated*, To be approved by:). I can capture this info, and
successfully transfer it to the header of the document where the
bookmarks are.

Since electronic signatures seem unlikely, I need to have signature
spaces created for each person selected from the "to be approved by"
list box with the appropriate titles. How can I go about doing this
automatically?

The point of this template is to create a uniform policy/procedure
template, that has some automation & control built in. In a perfect
world I would like better document management/control such as only
allow certain people to remove the Draft watermark, and really lock it
down so people can only edit a very specific section. On a side note,
is there a good way to go about getting better document control within
Word?

Also when people create this new document from the .dot file the macro
isnt copied. The form is there, and all the same code exists, but when
I go to run the macro manually it doesnt show up? Any ideas why?

Thanks for the help.
Jean-Guy Marcil - 28 Dec 2005 16:20 GMT
John G. was telling us:
John G. nous racontait que :

> Hello all! Im very new to VBA, and userforms in general, however Ive
> managed to create a userform with a decent amount of VBA running
[quoted text clipped - 11 lines]
> list box with the appropriate titles. How can I go about doing this
> automatically?

Depending on the complexity of your signature block, you can either:
1) Create a generic block and store it as an AutoText. Then, insert the
block and add the name on the fly
or
2) Create one AutoText block per person and insert them as necessary.

> The point of this template is to create a uniform policy/procedure
> template, that has some automation & control built in. In a perfect
[quoted text clipped - 3 lines]
> is there a good way to go about getting better document control within
> Word?

One way to kind of do this is too have the Watermark attached to the header
and then prevent header access.
For Word 2000 + see
   http://word.mvps.org/faqs/customization/ProtectWord2000PlusHeader.htm
For Word 97, it cannot really be done, but see:
   http://word.mvps.org/faqs/customization/ProtectWord97Header.htm

But remember that whatever you do as preventive measure, they can easily be
defeated...
So it is often better to invest in "user training" so that they behave of
their own accord.

The only way to really have some control over who can edit what is with Word
2003. This means that all editors involved must have Word 2003.

> Also when people create this new document from the .dot file the macro
> isnt copied. The form is there, and all the same code exists, but when
> I go to run the macro manually it doesnt show up? Any ideas why?

I am not sure I understand what is going on here, but see:
   http://word.mvps.org/faqs/macrosvba/DistributeMacros.htm

Signature

Salut!
_______________________________________
Jean-Guy Marcil - Word MVP
jmarcilREMOVE@CAPSsympatico.caTHISTOO
Word MVP site: http://www.word.mvps.org 

 
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