I hope I'm posting on the correct forum here. I work at a company that uses dozens of form letters for communicating with customers. It's extremely archaic, and I'm hoping to make some updates to our methods. Basically, we have letters in Microsoft Word 2010 that use inserted Field codes to prepare these letters. Every time a user wants to complete a letter, they have to tab through an Add-In box that asks for their name, telephone number, hours at work, Mr/Ms/Mrs., recipient first name, recipient last name, etc. If you typo in a box, you have to tab through every option, start from the beginning, and find where you made an error. Also, when adjustments need to be made to letters, we have to manually go through every letter to apply changes. As you can probably see from my description, I'm not too familiar with this process, but I've made several adjustments that have improved it to a degree.
What I'd like to do is have a regular word document (or excel sheet?) that the user can either mouse click or just tab through, and then the fields would feed into the actual form letter. Something like this:
Recipient First Name:
Recipient Last Name:
So on and so forth. Of course, I'm open to other suggestions, but if anyone can make suggestions on how I can best set up a system for completing form letters I'd greatly appreciate. One other issue in mind is that we have some older employees (50's through 70's) that are limited in their ability to utilize a computer and adapt to new methods.
Thanks in advance!