Not really an 'accounting' question per-say, BUT it is relevant to us in practice...
I, like many of you I guess, have lots of different template forms for one thing or another. Now when you write/compile these forms you tend to put "company name", "client Name" in where they should be. then when you come to print the document you change the details and hey presto, form printed with correct names.
HOWEVER, of late I have been forgetting to do this and loosing words within the documents that need adjusting or changing... does anyone know of a simple and effective way to 'mark' the areas you need to pay attention to for name/company changes and not effect the whole document? I have tried the marker pen, but when you print it prints that too. I want something to mark the document while I work on it but not to print anything...
I could be misunderstanding here what you are looking for but it seems to me that its actually the wrong question and rather than manually changing / highlighting documents you should be looking at Mail Merge to generate letters from templates.
HTH,
Shaun.
p.s. I'm no expert on mail merge but just thought tha it was that which you should be looking at.
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Shaun
Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
Mail merge would be ok, but I remember when my Dad did the news letters for the caravan club. Has a mail merge on all the letter etc to send out to people.... EVERY month without fail I would hear him shouting at the computer swearing and threatening to throw it out the window, month after month year after year... LOL
So I think I'll give mail merge a miss so i stem the rate of growing grey hairs and receding hair line!
