Creation of Word templates for minutes and contracts

Template development with Microsoft Word 2007 and VBA

The international construction services provider Lindner Group KG (Arnstorf) commissioned eWorks, a Microsoft Word specialist for the professional creation of Word templates, to develop customized Word templates for minutes and contracts. Lindner wanted to have intelligent Word templates created that automatically configure relevant document parts, thus minimizing the document volume and significantly speeding up the creation of Word documents overall.

The software development was based on existing document templates that had already proven their worth, both visually and in terms of content, and were individually extended using VBA programming with Word. In addition to the VBA programming itself, modern Word content controls for text fields, selection lists, checkboxes, calendars, etc. were also used. This Word template programming resulted in professional, easy-to-use Word templates for minutes and contracts with customized format templates in the client's corporate design (CD or corporate design).

To round off the Word templates, a clever print function was programmed, which only prints those document sections that have been completed and skips all other sections: unsightly blank pages are avoided, while saving both paper and toner - and, depending on further processing, file folders and / or letter postage. The template functionality is rounded off by a blank print function for printing blank documents and then filling them out "offline" (manually, i.e. by hand on paper). All programmed Word macros were integrated directly and invisibly into the developed Word templates, so that no installation process was necessary on the affected workstations and the deployment could be kept correspondingly cost-effective.

As a Frankfurt-based Word expert, eWorks actively supported its client in the implementation of these Word templates right from the start of the project: starting with the planning of the Microsoft Office templates (conception and consulting), through Word VBA programming, to the handover and acceptance of the completed Word templates. Following commissioning, eWorks is available to its client as a service provider for the creation of Word templates for any change requests or operating questions, any error reports (warranty) and, if required, for further orders in the area of Word template creation or Word programming. Since then, the client has been using the developed Office templates for the convenient and simple creation of Word protocols and contracts in the company design, while at the same time saving time, costs, paper, toner, folders and postage.

Used technologies

VBA
Microsoft Office

Related references

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