Hey guys,
I'm having a bit of an issue with ease of use/efficiency... I'm not really sure what to look for on the Internet, so it makes it pretty difficult to search. I'm hoping you guys have some insight for me!
Basically, the situation is that my job requires me to fill out a lot of PDF forms every day. In order to speed up the process, I've created a folder that has some of the information in the forms already filled out. The problem is, it gets a little cumbersome having all the windows open to transfer the template forms to the file location I need, and sometimes instead of copying the template I've made, I accidentally transfer it, and then it's lost from the template folder...
My question is, is there a way to designate files as a template only, and force them to remain in the same location, and once I've done that, can I somehow put a Quick access button in the finder to a bar, so that whenever I need one of the forms, I can simply navigate to the folder that needs the template, click a button for a drop-down menu that has all the templates listed, and then select one from there? This way would automatically copy itself to the location in which it was needed, and I wouldn't have to worry about all of these problems... I know it's pretty elaborate, but there are a lot of people at my work who are going to be using the same system once I've finished it, and I would like it to be as easy and fool proof as possible...
Please help/offer ideas/solutions!! There must be a better way!
Thanks all
I'm having a bit of an issue with ease of use/efficiency... I'm not really sure what to look for on the Internet, so it makes it pretty difficult to search. I'm hoping you guys have some insight for me!
Basically, the situation is that my job requires me to fill out a lot of PDF forms every day. In order to speed up the process, I've created a folder that has some of the information in the forms already filled out. The problem is, it gets a little cumbersome having all the windows open to transfer the template forms to the file location I need, and sometimes instead of copying the template I've made, I accidentally transfer it, and then it's lost from the template folder...
My question is, is there a way to designate files as a template only, and force them to remain in the same location, and once I've done that, can I somehow put a Quick access button in the finder to a bar, so that whenever I need one of the forms, I can simply navigate to the folder that needs the template, click a button for a drop-down menu that has all the templates listed, and then select one from there? This way would automatically copy itself to the location in which it was needed, and I wouldn't have to worry about all of these problems... I know it's pretty elaborate, but there are a lot of people at my work who are going to be using the same system once I've finished it, and I would like it to be as easy and fool proof as possible...
Please help/offer ideas/solutions!! There must be a better way!
Thanks all