Minggu, 15 Oktober 2023

[MSAccessProfessionals] Using share point as a document storge for word, excel and mail merge more than one desk top

Hi 

I understand, the reasons, not to run the access database from other sources, other than your desktop as you clearly pointed out.
But what Id like to achieve, is to use Microsoft access to view uploaded documents like PDF files, on to SharePoint, as well as Excel and Word files. And to also to mail merge with the Excel, along with word files, and save these files to another folder. Preferably to a folder that Ive designated for as client information, while able to view a list of stored documents associated with the clients folder.

At present, there are two users with their own separate Microsoft Access office 365 running on the machines, who would access to the templates. I do not wish to have these templates altered unless I altered them myself, or the other user does.
As I dont want the clients file that the template would be eventually saved to with extra documentation information to be corrupted if both are trying to use it at the same time. Is there a way of preventing two users opening the same document at the same time? If so, how? I would also like to know if I can use Microsoft Access to make new folders or list of folders on SharePoint? The idea of using SharePoint as the name suggests, is so both can users can view and use the one type of information and have an access to it, using Microsoft Access on each individual desktop.
It is possible to be achieved this out come? Which one of your courses would help me to achieve this and can I get a copy or do I have access even after I pay for it later on down the track? The reason I ask that is because I do not have the experience or knowledge you have accumulate over the, years. due to fact Im getting older and have different career, and feel that I would need to refer to it now and then.

The idea is to have a directory with templates of word and Excel files in which I can view on Microsoft Access using list view! If thats possible, and use those templates to do a mail merge and save them on another folder within SharePoint, e.g. clients folder to which I store the file, and with ability to email through to Outlook.
Is this possible?

 
 
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