I’m trying to help a client solve a manual text editing problem.
They have a long contract document in Microsoft Word that needs to be filled out for new clients. Many aspects of the contract are the same, but certain sections will change for each new client. Right now they have a parent document with highlighted text that needs to be evaluated for each new client.
They are hoping for a way to automate entering new client information into many parts of the document without having to do a find/replace manually. Examples of language that needs to be replaced throughout the document would be things like client name, contract dates, etc.
Since I’m not going to be completing these changes myself, they were hoping for some kind of user-friendly software that could present fields that correspond to different areas of the document, to create a finished Word document that could be reviewed and continue to be edited if needed.
They were originally thinking a web form that would ask for fields that would correspond to areas of the document, but the scale doesn’t make sense to manually code this, and besides that, there are no developers on their team to code this!
Right now, I’m just thinking an updated parent document with unique key words for easily using find/replace. Then a matching “key” document listing each term, so they could do a find/replace using Word.
Any suggestions are appreciated!