Microsoft Word VBA Automation Task

Product Description Complete an Existing Microsoft Word VBA Progress Note Manager This project involves completing an existing Microsoft Word VBA application used to create and manage client progress notes. The application is approximately 90% complete, with the core template, Excel client database, and client selection functionality already working. The remaining task is to complete the document automation workflow, including opening existing monthly progress notes or creating new ones, automatically generating filenames and folders, populating template fields, and positioning the cursor for immediate data entry. The developer will work with the existing Microsoft Word (.docm) template and VBA code—not redesign or replace the application. Existing Components Microsoft Word (.docm) template Excel client database Working VBA modules Working client dropdown (Content Controls) Established folder structure Required Deliverables Complete the Create/Open Progress Note workflow Open an existing monthly note or create a new one Automatically generate filenames and folders Populate Month and Client fields Position the cursor in the Progress Note section Remove obsolete debugging code Deliver clean, documented VBA code Ensure the project compiles and runs without errors This is a focused enhancement to an existing Microsoft Word VBA application—not a new software development project. Please begin your proposal with the words "Word VBA" so I know you have read the project description. Preference will be given to freelancers with demonstrated experience in Microsoft Word VBA, Content Controls, and Office document automation.

Project ID: 40577722