Merging

I am a former Word Perfect user who just switched to MS Word. I do medical
transcription and some of my reports are just numbers I plug into a form I
have prepared. There would be some numbers, (prostate size, no. of
biopsies) and wome text (impression, etc.) It doesn't seem like this would
fall under the mail merge category but I don't know how to begin to set up a
form. sorry, this is probably confusing but I don't really know how to
explain it to someone who has not seen the final form. It was pretty easy
in WP as you just entered fields and then put the insert field in the report.
Thanks for any help. I am getting frustrated with this.
--
Barb Stevens

To do the same thing in Word 2002 or 2003:
1. Create a new template containing the "form you have prepared".
See http://office.microsoft.com/en-us/wo...302701033.aspx for more
information.
2. Insert a text form field from the Forms toolbar for each number
you need to plug in. See
http://office.microsoft.com/en-us/wo...899431033.aspx for more
information.
3. Protect the template for forms (discussed in step 8 of the first
article above).
4. In Word, click on Tools | Options | File Locations, and note the
folder designated for User Templates. Save your new template to that
folder. Be sure to save as a Word template (.dot file), not a Word
document (.doc file).
5. To create an individual report based upon your template, click on
File | New | <choose your template from the list on the right side of
the New Document task pane> | OK.

Barb Stevens wrote:

> I am a former Word Perfect user who just switched to MS Word. I do medical
> transcription and some of my reports are just numbers I plug into a form I
> have prepared. There would be some numbers, (prostate size, no. of
> biopsies) and wome text (impression, etc.) It doesn't seem like this would
> fall under the mail merge category but I don't know how to begin to set up a
> form. sorry, this is probably confusing but I don't really know how to
> explain it to someone who has not seen the final form. It was pretty easy
> in WP as you just entered fields and then put the insert field in the report.
> Thanks for any help. I am getting frustrated with this.

You just insert the field here too. The Mail Merge field in the Word
document that you refer to as the "form" needs to match the name used in
the data source. Try Word help for Insert Field and Mail Merge.

Barb Stevens wrote:

> I am a former Word Perfect user who just switched to MS Word. I do medical
> transcription and some of my reports are just numbers I plug into a form I
> have prepared. There would be some numbers, (prostate size, no. of
> biopsies) and wome text (impression, etc.) It doesn't seem like this would
> fall under the mail merge category but I don't know how to begin to set up a
> form. sorry, this is probably confusing but I don't really know how to
> explain it to someone who has not seen the final form. It was pretty easy
> in WP as you just entered fields and then put the insert field in the report.
> Thanks for any help. I am getting frustrated with this.

Or, buy OmniForm- with it you can scan your existing forms and voila- you
have digital forms. Since this is for your professional use- and you might
have many kinds of forms, it should be worth the price.
Joe


"garfield-n-odie [MVP]" <garfieldnodie@discussions.microsoft.com> wrote in
message news:%23d39ZFXzHHA.4824@TK2MSFTNGP02.phx.gbl...
> To do the same thing in Word 2002 or 2003:
> 1. Create a new template containing the "form you have prepared". See
> http://office.microsoft.com/en-us/wo...302701033.aspx for more
> information.
> 2. Insert a text form field from the Forms toolbar for each number you
> need to plug in. See
> http://office.microsoft.com/en-us/wo...899431033.aspx for more
> information.
> 3. Protect the template for forms (discussed in step 8 of the first
> article above).
> 4. In Word, click on Tools | Options | File Locations, and note the
> folder designated for User Templates. Save your new template to that
> folder. Be sure to save as a Word template (.dot file), not a Word
> document (.doc file).
> 5. To create an individual report based upon your template, click on
> File | New | <choose your template from the list on the right side of the
> New Document task pane> | OK.
>
> Barb Stevens wrote:
>
>> I am a former Word Perfect user who just switched to MS Word. I do
>> medical transcription and some of my reports are just numbers I plug into
>> a form I have prepared. There would be some numbers, (prostate size,
>> no. of biopsies) and wome text (impression, etc.) It doesn't seem like
>> this would fall under the mail merge category but I don't know how to
>> begin to set up a form. sorry, this is probably confusing but I don't
>> really know how to explain it to someone who has not seen the final form.
>> It was pretty easy in WP as you just entered fields and then put the
>> insert field in the report. Thanks for any help. I am getting frustrated
>> with this.
>