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  #11  
Old May 10th, 2004, 07:48 PM
external usenet poster
 
Posts: n/a
Default AutoText entry

Hi Charles,

This sounds like it might fit our situation. I want to
avoid creating 40 individual templates because it means I
have to update all 40 templates every time our letterhead
changes instead of just one template. But if the
customized templates incorporate a base templates which
contains the "variable" or changeable information, that
might do it.

Thanks,


-----Original Message-----
I suspect you are better off with customized templates

than with macros.
Those templates can call in or incorporate aspects of a

base template as
they are used to create new documents. This can be done

using macros or
AutoText (or both). By properly using styles and styleref

fields in your
headers you can also make the continuation pages headers

much more specific
to your letters.

Take a look at:

Letterhead Tips and Instructions
http://home.zebra.net/~sbarnhill/Letterhead.htm

Letterhead Textboxes and Styles tutorial
http://addbalance.com/word/download/...m#LetterheadTe

xtboxesAndStylesTutorial

Template Basics
http://www.addbalance.com/usersguide/templates.htm

How to Create a Template - Part 2 - essential reading
http://www.mvps.org/word/FAQs/Custom...CreateATemplat

ePart2.htm

Word "Forms"

http://www.addbalance.com/word/wordw...rces.htm#Forms
and

Word for Word Perfect Users
http://www.addbalance.com/word/wordperfect.htm if you

are coming from a WP
environment (or even if you are not).

--

Charles Kenyon

Word New User FAQ & Web Directory:

http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented

version of
Microsoft's Legal Users' Guide)

http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is

awesome!
--------- --------- --------- --------- --------- -------

--
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.

wrote in message
...
Hi Jay,

I have in fact created a template with a macro that

allows
secretaries to select an attorney - that attorney's
information is then placed into an empty cell designated
for that purpose, and the letterhead is created.

In the template, I have the first page letterhead in the
header, a logo in the first page footer, and a second

page
header with "Page 2", etc.

To access the template, secretaries have to go to File -
New - Letterhead tab - Letterhead Template - then select
the attorney's name and click "OK". Instead of going
through all these steps, they want a button on their
toolbar that they can click once and have their
personalized letterhead created. I have been all over

the
block with this issue, including creating a new macro

for
creating toolbar buttons. After all this, I settled on
using an AutoText entry with a button on the toolbar
instead. But now I've run into this other problem - I
can't store both headers and the footer inside the
AutoText entry.

So that is the history of this particular AutoText

entry.
Any ideas???

Thanks,
Rosemary



-----Original Message-----
Hi, Rosemary,

Ah, unfortunately that's not possible. You can open the

Header pane, select
the text of the header (only), and make that into an

AutoText entry. You can
select the body of the document and make that into

another entry. You can't
put everything into one entry, though.

However, I don't quite understand where you're going

with
this. Since you're
creating a letter template, why not simply leave the

letterhead as the
(first-page) header, and with the "boilerplate" text

already in the body?
For guidance, see

http://home.earthlink.net/~wordfaqs/Letterhead.htm.

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org

Rosemayr wrote:
Thanks, Jay. I did a CTRL + A to select the entire
document, but AutoText did not include the headers

and
footers in the entry. How do I select an entire

document,
including its headers and footers, and make it into

an
AutoText entry?

Thanks,


-----Original Message-----
Certainly you can! In fact, if the text that you

store
is formatted
with the Header style or the Footer style, its name

will appear in
the dropdown list of the AutoText Entries button in

the
Header/Footer toolbar.

For more on AutoText, see

http://word.mvps.org/faqs/customization/AutoText.htm.

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ:

http://word.mvps.org

Rosemary wrote:
Hi,

Can you store headers and footers in an AutoText
entry? I
have a letterhead template that I want to partially

fill
in and store as Auto-Text. The letterhead is

inside
the
header and footer, and I want that to be a part of

the
AutoText entry.

Thanks,


.


.



.

  #12  
Old May 10th, 2004, 07:51 PM
external usenet poster
 
Posts: n/a
Default AutoText entry

Hi Suzanne,

If I am understanding you correctly, we do already have a
UserForm that allows users to select from a list of
attorneys, and then places the information for the
selected attorney into the designated cell.

The problem is, the secretaries don't want to have to go
through the UserForm each time they create a letterhead.
They want a button they can click that calls up the
letterhead already personalized for them. That is, they
want a macro that does the following for them: File -
New - Letterhead tab - Letterhead template - selects their
attorney. (The macro I created with the template and user
form then places that attorney's info into the letterhead.)

Sorry this is so complicated!

Thanks,

-----Original Message-----
You could create your template with a bookmark or

DocProperty field in the
header where the attorney's name should go, then use a

UserForm to collect
the information to write to that bookmark or document

property. Since there
is a known list of attorneys, you can use a dropdown list

on the UserForm to
allow users to select the appropriate one. For

instructions on setting up a
UserForm to use a bookmark, see
http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm

Another possibility is an AutoTextList field; see
http://word.mvps.org/FAQs/TblsFldsFms/AutoTextList.htm

Or you might want to get Bill Coan's DataPrompter add-in

to totally automate
the production of custom UserForms. See
http://www.wordsite.com/DataPrompter.html

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
Word MVP FAQ site: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups

to the newsgroup so
all may benefit.

wrote in message
...
Hi Jay,

I have in fact created a template with a macro that

allows
secretaries to select an attorney - that attorney's
information is then placed into an empty cell designated
for that purpose, and the letterhead is created.

In the template, I have the first page letterhead in the
header, a logo in the first page footer, and a second

page
header with "Page 2", etc.

To access the template, secretaries have to go to File -
New - Letterhead tab - Letterhead Template - then select
the attorney's name and click "OK". Instead of going
through all these steps, they want a button on their
toolbar that they can click once and have their
personalized letterhead created. I have been all over

the
block with this issue, including creating a new macro

for
creating toolbar buttons. After all this, I settled on
using an AutoText entry with a button on the toolbar
instead. But now I've run into this other problem - I
can't store both headers and the footer inside the
AutoText entry.

So that is the history of this particular AutoText

entry.
Any ideas???

Thanks,
Rosemary



-----Original Message-----
Hi, Rosemary,

Ah, unfortunately that's not possible. You can open the

Header pane, select
the text of the header (only), and make that into an

AutoText entry. You can
select the body of the document and make that into

another entry. You can't
put everything into one entry, though.

However, I don't quite understand where you're going

with
this. Since you're
creating a letter template, why not simply leave the

letterhead as the
(first-page) header, and with the "boilerplate" text

already in the body?
For guidance, see

http://home.earthlink.net/~wordfaqs/Letterhead.htm.

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org

Rosemayr wrote:
Thanks, Jay. I did a CTRL + A to select the entire
document, but AutoText did not include the headers

and
footers in the entry. How do I select an entire

document,
including its headers and footers, and make it into

an
AutoText entry?

Thanks,


-----Original Message-----
Certainly you can! In fact, if the text that you

store
is formatted
with the Header style or the Footer style, its name

will appear in
the dropdown list of the AutoText Entries button in

the
Header/Footer toolbar.

For more on AutoText, see

http://word.mvps.org/faqs/customization/AutoText.htm.

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ:

http://word.mvps.org

Rosemary wrote:
Hi,

Can you store headers and footers in an AutoText
entry? I
have a letterhead template that I want to partially

fill
in and store as Auto-Text. The letterhead is

inside
the
header and footer, and I want that to be a part of

the
AutoText entry.

Thanks,


.


.


.

  #13  
Old May 10th, 2004, 07:54 PM
external usenet poster
 
Posts: n/a
Default AutoText entry

Hi Jay,

Thanks very much. It would probably be easier for you to
see what is going on by looking at the actual template
itself. I'll try these things out, and then let you know
how it goes!

Many thanks to you and everyone for your helpful
suggestions.

Regards,
Rosemary


-----Original Message-----
Hi Rosemary

Both Suzanne and Greg have given reasonable suggestions.

To minimize the
work in getting from your existing template to what you

want, I'll just
point out that there's no reason your macro can't insert

two or more
AutoText entries to set up a single letterhead document.

Use one for the
body and another for the header.

If you want me to look at your template and suggest

changes, zip it and mail
it to me (and I hope my spam filter doesn't eat it).

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org

wrote:
Hi Jay,

I have in fact created a template with a macro that

allows
secretaries to select an attorney - that attorney's
information is then placed into an empty cell designated
for that purpose, and the letterhead is created.

In the template, I have the first page letterhead in the
header, a logo in the first page footer, and a second

page
header with "Page 2", etc.

To access the template, secretaries have to go to File -
New - Letterhead tab - Letterhead Template - then select
the attorney's name and click "OK". Instead of going
through all these steps, they want a button on their
toolbar that they can click once and have their
personalized letterhead created. I have been all over

the
block with this issue, including creating a new macro

for
creating toolbar buttons. After all this, I settled on
using an AutoText entry with a button on the toolbar
instead. But now I've run into this other problem - I
can't store both headers and the footer inside the
AutoText entry.

So that is the history of this particular AutoText

entry.
Any ideas???

Thanks,
Rosemary



-----Original Message-----
Hi, Rosemary,

Ah, unfortunately that's not possible. You can open

the Header pane,
select the text of the header (only), and make that

into an AutoText
entry. You can select the body of the document and

make that into
another entry. You can't
put everything into one entry, though.

However, I don't quite understand where you're going

with this.
Since you're creating a letter template, why not

simply leave the
letterhead as the (first-page) header, and with

the "boilerplate"
text already in the body? For guidance, see

http://home.earthlink.net/~wordfaqs/Letterhead.htm.

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org

Rosemayr wrote:
Thanks, Jay. I did a CTRL + A to select the entire
document, but AutoText did not include the headers and
footers in the entry. How do I select an entire

document,
including its headers and footers, and make it into an
AutoText entry?

Thanks,


-----Original Message-----
Certainly you can! In fact, if the text that you

store is formatted
with the Header style or the Footer style, its name

will appear in
the dropdown list of the AutoText Entries button in

the
Header/Footer toolbar.

For more on AutoText, see
http://word.mvps.org/faqs/customization/AutoText.htm.

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org

Rosemary wrote:
Hi,

Can you store headers and footers in an AutoText

entry? I
have a letterhead template that I want to partially

fill
in and store as Auto-Text. The letterhead is

inside the
header and footer, and I want that to be a part of

the
AutoText entry.

Thanks,



.

  #14  
Old May 10th, 2004, 10:32 PM
Suzanne S. Barnhill
external usenet poster
 
Posts: n/a
Default AutoText entry

Ah, got you. I think Charles's suggestion of individual templates would suit
you best, then.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
Word MVP FAQ site: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the newsgroup so
all may benefit.

wrote in message
...
Hi Suzanne,

If I am understanding you correctly, we do already have a
UserForm that allows users to select from a list of
attorneys, and then places the information for the
selected attorney into the designated cell.

The problem is, the secretaries don't want to have to go
through the UserForm each time they create a letterhead.
They want a button they can click that calls up the
letterhead already personalized for them. That is, they
want a macro that does the following for them: File -
New - Letterhead tab - Letterhead template - selects their
attorney. (The macro I created with the template and user
form then places that attorney's info into the letterhead.)

Sorry this is so complicated!

Thanks,

-----Original Message-----
You could create your template with a bookmark or

DocProperty field in the
header where the attorney's name should go, then use a

UserForm to collect
the information to write to that bookmark or document

property. Since there
is a known list of attorneys, you can use a dropdown list

on the UserForm to
allow users to select the appropriate one. For

instructions on setting up a
UserForm to use a bookmark, see
http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm

Another possibility is an AutoTextList field; see
http://word.mvps.org/FAQs/TblsFldsFms/AutoTextList.htm

Or you might want to get Bill Coan's DataPrompter add-in

to totally automate
the production of custom UserForms. See
http://www.wordsite.com/DataPrompter.html

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
Word MVP FAQ site: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups

to the newsgroup so
all may benefit.

wrote in message
...
Hi Jay,

I have in fact created a template with a macro that

allows
secretaries to select an attorney - that attorney's
information is then placed into an empty cell designated
for that purpose, and the letterhead is created.

In the template, I have the first page letterhead in the
header, a logo in the first page footer, and a second

page
header with "Page 2", etc.

To access the template, secretaries have to go to File -
New - Letterhead tab - Letterhead Template - then select
the attorney's name and click "OK". Instead of going
through all these steps, they want a button on their
toolbar that they can click once and have their
personalized letterhead created. I have been all over

the
block with this issue, including creating a new macro

for
creating toolbar buttons. After all this, I settled on
using an AutoText entry with a button on the toolbar
instead. But now I've run into this other problem - I
can't store both headers and the footer inside the
AutoText entry.

So that is the history of this particular AutoText

entry.
Any ideas???

Thanks,
Rosemary



-----Original Message-----
Hi, Rosemary,

Ah, unfortunately that's not possible. You can open the
Header pane, select
the text of the header (only), and make that into an
AutoText entry. You can
select the body of the document and make that into
another entry. You can't
put everything into one entry, though.

However, I don't quite understand where you're going

with
this. Since you're
creating a letter template, why not simply leave the
letterhead as the
(first-page) header, and with the "boilerplate" text
already in the body?
For guidance, see
http://home.earthlink.net/~wordfaqs/Letterhead.htm.

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org

Rosemayr wrote:
Thanks, Jay. I did a CTRL + A to select the entire
document, but AutoText did not include the headers

and
footers in the entry. How do I select an entire
document,
including its headers and footers, and make it into

an
AutoText entry?

Thanks,


-----Original Message-----
Certainly you can! In fact, if the text that you

store
is formatted
with the Header style or the Footer style, its name
will appear in
the dropdown list of the AutoText Entries button in

the
Header/Footer toolbar.

For more on AutoText, see

http://word.mvps.org/faqs/customization/AutoText.htm.

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ:

http://word.mvps.org

Rosemary wrote:
Hi,

Can you store headers and footers in an AutoText
entry? I
have a letterhead template that I want to partially
fill
in and store as Auto-Text. The letterhead is

inside
the
header and footer, and I want that to be a part of

the
AutoText entry.

Thanks,


.


.


.


 




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