Once you have created a Library of Reusable Proposal Content, you should next give some consideration to how you will keep track of updates to the content. This is especially challenging if the Content is stored in a document.
Documents are often used to store Reusable Content, because documents are portable, easy to share, and don't require a big investment or infrastructure. But keeping track of versions can be challenging.
A very common request that we hear from clients at Expedience, is to set an expiration date on Reusable Content, to prevent it from being used by mistake when a newer version is available.
In this post we will look at how a few lines of code placed in the document's 'Open' event can accomplish this.
Open the VBA Editor
VBA stands for “Visual Basic for Applications.” This is a programming language that lets you create Macros for automating documents, such as...