I have a large booklet / Disclosure that I need to email to clients on occasion after some minor customizing.
I would like an MS Word VBA solution to add a little customization. Other solutions I may be open to including a VB single purpose program or a .pdf solution. I do not have a full Adobe Acrobat program though. I just have Adobe Reader.
It should pop up a user form (which I provided a screen shot sample for lay out) I will enter a few pieces of information and click one of two buttons. The first button is Merge - which shall transfer the data from the input box to all the footers on all 80 pages and also add a few of these pieces of data onto the title page. At this point I can see it is done right and save through the normal MS Word interface as a "Save As" if I need to save.
The Second Button is "Merge and Email in PDF". When I click this button it will merge like previously stated and also open my default mail client into a new message window. It will add this created form as an attachment and label it using the Address field (if selected) from the User Form and the name of the document. Example "Combined Hazard Booklet - 1234 Main [login to view URL]" also it will Copy the last page of the document which is the receipt into a second attachment labeled as "SIGN & RETURN - Receipt - Combined Hazard Booklet for 1234 Main [login to view URL]".
The VBA code shall be unlocked and viewable by me. This is for my personal use and not for resell. The VBA code shall be commented on nicely so I can make some changes and follow along.
When the .PDF forms are created I want them locked down to avoid editing completely. I generally only want them to have the ability to view and print. No editing or removing data. I believe there are user codes to lock this down.
There shall be a sub form with the ability to set defaults. (I have designed a snapshop of what I am looking for) The VBA Code shall have a place for me to input the proper pass code information, pdf security settings and other items related to email.
So to re-summarize I want my steps to be minimum to just opening the word template have the input box open automatically > I add some quick information > click the merge and email button > Have it open the client insert the two documents and add subject line text and the body text.
After it does all this I will use the email client to send the document. I just want it to get to the point that I just need to add an email address and send.
Finally, I am flexible on the solution but I need to make sure that if using MS Word then all issue with Widows and Orphans need to be resolved to avoid ugly print outs. My .pdf is exactly how I want it to look page by page but with the customization in the footer and title page.
I will provide you a .pdf of the document to review upon request it is 79 pages and 4mb in size
I have attached screen shot of the current header and the change to the title page for you to review. I have also added a screenshot of the user form and sub user form I have made up as an example