Lisa's Macros Create New Fax Label Intelligence ACT! Integration Personal Info WanWalker MixPix

Create New Standard Document

The major purpose of Lisa's Macros is to produce our various standard documents, adhering exactly to H&A's document standards, without the user even having to know what the standards are. I have created a gallery of templates for the various types of documents. The user chooses one, and I then prompt them for the basic required information and build the skeleton of the document myself.

Here's how the process works:

Step 1 The user clicks the "Create New Standard Document" button. The Template Gallery is displayed. The user double-clicks on a template.
Step 2 I gather the necessary basic information.
Step 3 I build a skeleton document from the information provided. I format the document to comply with document standards. I make sure to handle traditionally troublesome tasks, such as starting a header on page 2. In the finished skeleton, I make extensive use of click-and-replace fields to make it easy to enter information I haven't asked for already. The user clicks on the field and begins typing; the field goes away and is replaced by whatever the user types. The grey text in the picture is a click-and-replace field.