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AshleyB
Okay currently my contract is basically just a word file I edit each time I need to use it. I want to make it a form that has areas I just fill in.. does that make sense? How can I do that in word, can I do that in word?

help anyone please? smile.gif
bill beebe
QUOTE(AshleyB @ April 14 2007, 11:39 AM) [snapback]118067[/snapback]
Okay currently my contract is basically just a word file I edit each time I need to use it. I want to make it a form that has areas I just fill in.. does that make sense? How can I do that in word, can I do that in word?

help anyone please? smile.gif


Ashley,

There are a couple different ways to do this. If you generally put your clients information into some sort of database, then you can do a MAILMERGE. This takes a few minutes to setup and understand.

The EASIEST way to do this is to open your document and put TEXT BOXES where the spaces are for date, client name etc. Then all you have to do is open the template and tab through the text boxes filling in your document.

If you want I can probably walk you through creating this over the phone.

Bill
AshleyB
hmmm.. let me see if I can figure out this 'text box' business...
bill beebe
QUOTE(AshleyB @ April 14 2007, 01:12 PM) [snapback]118103[/snapback]
hmmm.. let me see if I can figure out this 'text box' business...


If you run into problems you can always email me the form and I can send it back. Unless it is a top secret James Bond ph34r.gif type of thing that will have Homeland Security searching my hard drive next week.
kaitlin
Well, it's not "technically" putting in text boxes, but rather "codes" that Word understands to put in specific pieces of information, such as client first name, client last name, date of contract, date of wedding, etc.

There are also a few tutorials out there that I found using a Google search for "making a form in word" - this may be useful if you aren't using a database for your clients, and could potentially be used to allow clients to fill in some information in an electronic form.
bill beebe
QUOTE(kaitlin @ April 14 2007, 04:05 PM) [snapback]118157[/snapback]
Well, it's not "technically" putting in text boxes, but rather "codes" that Word understands to put in specific pieces of information, such as client first name, client last name, date of contract, date of wedding, etc.

There are also a few tutorials out there that I found using a Google search for "making a form in word" - this may be useful if you aren't using a database for your clients, and could potentially be used to allow clients to fill in some information in an electronic form.


I was actually referring to adding text boxes. The "codes" that you refer to would be for a merge document or something. Since Ashley hasn't gotten back to us, I'm hoping she has it all worked out. thumbsup.gif
Jenifer Sellon
Text boxes would be the easiest way to go. Plus once you set it up you'll wonder why you didn't do it before. You can 'lock' the rest of the document so that you can just tab from one text box to the next to make it easier to just complete the form fields.

Let me know if you need help, I can walk you through it. It shouldn't take that long.
amberwright
QUOTE(Jenifer Sellon @ April 16 2007, 04:28 PM) [snapback]119177[/snapback]
Text boxes would be the easiest way to go. Plus once you set it up you'll wonder why you didn't do it before. You can 'lock' the rest of the document so that you can just tab from one text box to the next to make it easier to just complete the form fields.

Let me know if you need help, I can walk you through it. It shouldn't take that long.



i would love for you to walk me through it!! i need to type up client contracts as well and im not very tech saavy smashpc.gif
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