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Automating Word documents with content controls

Inspired by a couple of recent consultancy assignments, this month we are making one of rare forays beyond the confines of Excel and out into the wild frontier of Microsoft Word.

In particular, we are going to look at the creation of fillable forms in Word. This is not just a useful technique for creating a standalone form, it can also be useful for controlling and automating content within many different types of document. For example, within the accountancy profession, there are many documents in use that combine standard text with free form text and choices of alternative paragraphs, such as letters of engagement and even audit programs. An understanding of what can be achieved with Word form fields can help in the creation of templates for producing these kinds of document.

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