Drive Word template from Excel (2003)

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I complete an insurance rating model for each client and save the file. At the end when a client accepts the terms I want to create a schedule, so I want to be able to click on a

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You can use Automation to control Word from within Excel using VBA code. There are several ways to populate the amount in the Word document. For example:
– Put a placeholder in the document, e.g. @@@@@@1, and use Find/Replace to replace it with the cell value.
– Put a bookmark in the document, and set the text of the bookmark range to the cell value.

See The Office XP Automation Help file is available for download for general info on Automation (it workd the same in Office 2003 as in Office XP).

BTW were the replies to post 626,938 useful?

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A quick and dirty way I use is to get Excel itself to write the letter.
Once you get over the non-WYSIWYG ‘feature’, it’s a functional word processor.
Construct your sentences using formulas like
=”Date of loan: “&TEXT(VLOOKUP($BR$3,[do_it_all.xls]data!$A$1:$V$500,21,FALSE),”d mmm yyyy”)
This one inserts the date from column 21 in the row in the range data!$A$1:$V$500 which corresponds (in my case) to a member number typed or pasted into my cell BR3 on the active sheet.
That line of the letter might then read
Date of loan: 23 Jan 2005
I leave you to decide what the printed version of this line of the letter might look like
=”Subject to legal limits, you could apply for a loan of up to about

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Thanks for your comments, guys. I think the bookmarks method is probably the most suitable for my requirements.
Thanks again!

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