Expert: Arthur Naman - 5/15/2008

Question
Dear Mr. Arthur,
Good Day!
We need to fill in Customer Information over and over again for each document(checklist offer leter etc) seperately. This becomes a tedious repititive task. The documents are mainly on MS Excel,Word,Project,Visio.

Now If we put all of our standard document files (our cheklists,standard letter formats etc) in one folder and enter the Customer Information in one document(in that folder only), the same information automatically gets filled in in all the other documents of that folder?
Hope this can be done! Thank You!

Answer
Simply entering information in one document will not make it appear in another document.

Those documents have to be linked. For example, if customer information on one document or spreadsheet is liked to customer information in another document or spreadsheet, then the information entered on the first document/spreadsheet will appear in the second document/spreadsheet.

One method to accomplish this is to put all the inputted information in one spreadsheet or database. Then each document or spreadsheet which uses that information can be linked to the common spreadsheet or database.

In short, nothing "automatically" gets transferred from one document/spreadsheet to another without the user having to complete the linking.

it does not make any difference if the documents and spreadsheets are in the same directory or not.