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dan dan is offline
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We have a Word document that we use to conduct telephone interviews, in which
the operator asks specific questions and then writes the information onto the
form. We then review the form and then the hard copy is placed into a filing
cabinet. I would like to automate this process by filling our document using
the computer and have the information stored in an excel spread sheet on our
main drive.

Is this possible? If so, how can I creat this form? Is Word the best
program to creat the form in or does Excel have a form in it that we can use?
I would like to keep the form similar to the document we use now where our
operators ask the questions on the form and then enter the information to
each question they ask.
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2nd Attempt to answer! The first got lost in Microsoft's haze!

You can use either Excel or Access to achieve your goal.
Excel - use a sheet as a form.
Access - Create a form based on a table.
Excel - Automate the storing process, by having the information transferred
from your input sheet to a summary sheet, by merely clicking a button.
Access the info goes into a table.
In both instances, you no longer need a physical form, but you have all the
information at your fingertips, there to extract as and when and how you
require.

For Excel, you will need to know a little about VBA though.

--
HTH

Kassie

Replace xxx with hotmail


"Dan" wrote:

We have a Word document that we use to conduct telephone interviews, in which
the operator asks specific questions and then writes the information onto the
form. We then review the form and then the hard copy is placed into a filing
cabinet. I would like to automate this process by filling our document using
the computer and have the information stored in an excel spread sheet on our
main drive.

Is this possible? If so, how can I creat this form? Is Word the best
program to creat the form in or does Excel have a form in it that we can use?
I would like to keep the form similar to the document we use now where our
operators ask the questions on the form and then enter the information to
each question they ask.

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