Quote:
Originally Posted by Smokin Joe
So here is what I would like to see happen: I input data i.e. name or address, etc. and have that info auto populate in the specific fields and area that I need it to on all the forms in a file or document set. In a perfect world I could keep this stuff in google docs and use google doc forms to do this but I can't seem to make that happen.
I would sincerely appreciate any help or direction.
TIA
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SJ--
I would use a program like Microsoft Excel.
- I'd designate one worksheet for data entry.
- Subsequent worksheets would be the forms you need.
- The relevant cells in these worksheets would be linked to the corresponding cells in the data entry worksheet.
- (Alternatively, if you don't have to re-create too many forms for an application, you could put them all on one worksheet.)
- I would use conditional formatting and formulas to check the data entry for me on another sheet that I'd set up as a check list.
- For example, you could have cells fill with red if you've neglected to enter a zip code.
- You can add another layer of automation by creating drop down lists and/or making use of Excel's autofil function.
If you use this option, setting up the forms may be a time consuming task.
Especially if you're not OCD, like me. You will want to make sure you're comfortable with the different ways you can build formulas to link cells as well as the ways you can format the "output" cells in your forms.
You will want to make sure that build your templates in ways that protect you from 'versionitis,' and/or if you decide to 'tweak' one of the form templates. (IME, locking cells, color coding, naming and hiding tabs can save some heartache here.)
Another potential issue is that the work books could get large so that exchanging them can get tricky if your network doesn't have big 'pipes.'
When it is time to print out the forms, you can first convert them into PDFs, run a proof, and then print out your physical copies.