I'm not sure my coworkers would remember to change them under File, Properties, Advanced Properties. It also makes more sense in doing a batch of work, rather than one report at a time.Īlso thought about using the general fields within the document (Client, Document Number, Project, Purpose, Reference) but if I could link those to a user form that would make it feasible.
But I made something that uses merge to fill out a series of complex tables in Word, and so far only one of the engineers is using it. The other way I would think to do this is using Mail Merge to create then fill in the fields.
Location: This will be typically "X County" or "Y City", Florida and appears on the cover and in the header of the letter only.Ĭlient Project No (here noted as FPID No): for some projects this will also go into the footer, but most commonly, like location, cover and letter header only. Report Type: These will generally be Report of Engineering Investigation, or a specific report category - also in all three places with the previous items. Project Number (our internal number): on cover, in header of letter, and in footer throughout, same as above. Project Title (also report title): Bold all caps on cover page, bold all caps in introductory letter, bold italics title case in the footer throughout the document from page ii of a letter (if applicable) through end of report (not appendix.) The key info that repeats throughout the document: I took what I have so far of the report template, took off our company references, and grabbed the first several pages.
So a lot of bad habits and pesky errors persist. Word is something that I only used for the most basic purposes until a change in jobs (I've used Excel more frequently.) And though I took some online courses, most of my work is doing revisions on existing reports, either made from old templates or from re-edits of old reports. The YT guy's method actually does work for simple purposes, but agreed, I did rename the controls the one other time I used it. Crystal, thank you so much for your thoughts.
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