Custom Buttons to Create New Document from Template

N

Nolan Haims

I've been tasked with creating a custom toolbar (with custom icons) that on
a click will create various new documents. For example, click the "Fax" icon
to bring up the Fax Template. Or click the "Presentation" icon to bring up
the Presentation Template.

I can't seem to figure out how to do this on one click buttons.

Can anyone provide some help?

Thanks!
 
D

Daiya Mitchell

Post back, especially if you have any questions/problems with the steps
below--I'm only referring to Help cause it doesn't make sense to type out a
process that maybe you are already familiar with--and Help does spell it out
decently, based on my quick check.

1) You have to create a macro. Tools | Macro | Record New Macro. Record
yourself using File | Project Gallery to open a doc based on a template. Try
Help on "record a macro" for the basics, or post back if you need help with
that.

2) Then go into Tools | Customize Toolbar and drag the macro you created to
your custom toolbar. See Help on "Add or remove buttons, menus, and
commands" for that.

3) Then right-click the macro on the toolbar and select Properties to
control what shows up on the toolbar and change the icon. See Help on
"Change the appearance of buttons, menus, and commands" or the second
section of this article ("Make the Macros Easy to Use") details it as well:
http://daiya.mvps.org/pastemacros.htm
(there seem to be two methods here, doesn't matter which you use)

Note: if you are making multiple macros, you should be able to copy and edit
the first macro and just change the name of the template. But then you have
to be comfortable with editing macros and messing about in the Visual Basic
Editor. There's some general information here that you could turn to this
end--or again, feel free to ask questions about specific trouble-points.

http://word.mvps.org/MacWordNew/InstallMacroMac.htm (#3 only)
(hit refresh a few times in Safari, or use a different browser)

http://word.mvps.org/FAQs/MacrosVBA/ModifyRecordedMacro.htm
(hit refresh a few times in Safari, or use a different browser)


I've already requested that templates be available in Tools | Customize,
cause this is clearly a ridiculously labor-intensive process.
 
N

Nolan Haims

Thanks!

That did it fo rme.

- N


Post back, especially if you have any questions/problems with the steps
below--I'm only referring to Help cause it doesn't make sense to type out a
process that maybe you are already familiar with--and Help does spell it out
decently, based on my quick check.

1) You have to create a macro. Tools | Macro | Record New Macro. Record
yourself using File | Project Gallery to open a doc based on a template. Try
Help on "record a macro" for the basics, or post back if you need help with
that.

2) Then go into Tools | Customize Toolbar and drag the macro you created to
your custom toolbar. See Help on "Add or remove buttons, menus, and
commands" for that.

3) Then right-click the macro on the toolbar and select Properties to
control what shows up on the toolbar and change the icon. See Help on
"Change the appearance of buttons, menus, and commands" or the second
section of this article ("Make the Macros Easy to Use") details it as well:
http://daiya.mvps.org/pastemacros.htm
(there seem to be two methods here, doesn't matter which you use)

Note: if you are making multiple macros, you should be able to copy and edit
the first macro and just change the name of the template. But then you have
to be comfortable with editing macros and messing about in the Visual Basic
Editor. There's some general information here that you could turn to this
end--or again, feel free to ask questions about specific trouble-points.

http://word.mvps.org/MacWordNew/InstallMacroMac.htm (#3 only)
(hit refresh a few times in Safari, or use a different browser)

http://word.mvps.org/FAQs/MacrosVBA/ModifyRecordedMacro.htm
(hit refresh a few times in Safari, or use a different browser)


I've already requested that templates be available in Tools | Customize,
cause this is clearly a ridiculously labor-intensive process.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top