Creating a Document Management System in Word
This white paper is provided by Bill Foley, Professional Training Technologies, Inc.
The key to an efficient run business is to have everyone doing the same thing using the same
tools, especially in the office setting. How many times have you looked for a form that your
company uses on a regular basis and can't find it? Wouldn't it be nice if you had all your
forms available at a click of a mouse while you are working in Word? This is what this FAQ is
about. Keep in mind that the skills necessary to create templates for re-use is assumed here
and not covered in this document. The Word MVP FAQ has additional FAQ for that purpose and if
you are not proficient with creating on-line forms or templates, please visit the following
link then come back to this page: Creating On-Line Forms
Table of Contents
Overview of DMS Template File
Modifying the Template File
Recognizing VBA
Overview Of UserFormDMS Form Code
UserFormDMS Form Design Specifics
Renaming/Adding TABs
Adding a New Button to Your Form
Renaming an Existing Form
Deleting an Existing Form
UserFormDMS.dot File Specifics
Summary of DMS Instructions
To download a sample of the above document management system, click here.
Be sure to read the "ReadMeFirst.txt" file included in the zipped file. It will provide instructions to get
you started.
Read
the White Paper (to download, right-click and select "Save Target
as...")
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