This Word document was developed to manage our claims follow-up process, and control the way our staff filled out these claim letters. When this document opens, it displays a form for the user to fill in, and:
- Reads in a text file used to populate a Combo Box for the user to select a company name (our clients). This file is on a network share. See commented code for details.
- Checks active directory for the users information and automatically populates the salutation area of the form with the proper information using bookmarks as placeholders for the variable data.
- Performs rudimentary form input checking for the existence of data, and has some constraints, i.e. only numbers and dashes allowed in the zip code field, and only numbers and "/" allowed in the date field.
- This data is also sent to the document, using bookmarks for placement of the variable data.