MS Word & Excel Documentation Preparation


We wish to automate our current MS Word Document Preparation Process.

Our current process is to

1. Enter data (e.g. name, address, assets, liabilities, income, expenses) into our purpose built MS Excel 2007 spreadsheets

2. Press a button in excel that opens a purpose built MS Word 2007 Template

3. The data entered into excel is automatically populated into the word template by us pressing Ctrl A then F9

4. Using Quickparts in MS Word where we have stored all our purpose built document insertions (e.g. contents, graphs, tables, etc) we add the required insertions throughout the Word document

5. We then manually edit the insertions until there are complete

We have designed the MS Word Template for a single person, and also another Template for a couple... All of the insertions have also been designed for either a single person or a couple

What we would like to do is automate the manual process of selecting the insertions and pasting them into the required sections throughout the MS Word template.

Our Thoughts on the Design... We were thinking that while in MS Excel (after data entry) we would select the required MS Word template to be used, and also select the required insertions (with the insertions being automatically inserted throughout the Word template in their required sections).

We would then press a button on MS Excel which would open MS Word with the template pre-populated with all the data and the selected insertions in the sections where they arte required.

We are open to how best to design this...

Skills: PHP, Software Architecture

See more: excel document preparation, quickparts, word of press, word in press, where are graphs used, what is manual data entry, what are graphs used for, what are graphs, name and address template excel, how to automate data entry in excel, how are graphs used, design thinking process, data pressing, data entry in excel 2007, best graphs for data, best graphs, best excel spreadsheets, arte design, another word for design, documentation preparation using excel, document preparation word excel, add pasting, data entry word excel, what is a word template, what is a entry word

About the Employer:
( 0 reviews ) Caroline Springs, Australia

Project ID: #1612241

9 freelancers are bidding on average $1567 for this job


I can do it!

$2500 USD in 10 days
(9 Reviews)

We would be ready to program the solution according to the best practices of the software development. Please check the PMB.

$1500 USD in 7 days
(3 Reviews)

Hi, I can do it in very flexible way. You can design templates as your like and simply input keywords in them, so you dont even worry about fields editor. Then you can configure the keywords list in the excel and gene More

$1500 USD in 10 days
(4 Reviews)

I have automatized process using Excel since 1998, when I helped Ericsson Brazil to automatize its process. I'm ready to start.

$1500 USD in 5 days
(1 Review)

Hello! I've done a lot of excel automation in the past. This is not a very hard task but it does involve a lot of laborious coding. Please check your messages for further discussion. Best regards, M.

$2000 USD in 21 days
(2 Reviews)

Hi...I have Good experience of developing tools for generating word document from excel....Please check your PMB for one of my advanced sample..

$1600 USD in 15 days
(6 Reviews)

Expert in Ms word & Excel

$1500 USD in 5 days
(0 Reviews)

We are a team of 2 having a vast experience on excel VBA scripting. Looking forward to work with you....thanks !!!

$1500 USD in 10 days
(0 Reviews)

Expert in Ms word & Excel..Very much professional...

$1500 USD in 11 days
(0 Reviews)


$2000 USD in 20 days
(0 Reviews)

please give me this I m sure your satisfaction with my work 200%

$1500 USD in 5 days
(0 Reviews)

VBA Experts are ready to start immediately.

$1500 USD in 10 days
(0 Reviews)