Inserting text using fields

T

Tracy Morgan

I'm using Office 2003 and can't figure out how to create a letter template that will allow me to insert name, addresss, dates, etc. like I could with Office 2000. How do I get the same pop-up boxes so I can type the text I want. I've tried ASK, REF, and FILLIN. When I Alt-F9 odd things happen.
 
D

Doug Robbins

See the article "How to create a Userform" at:

http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm


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Please respond to the Newsgroup for the benefit of others who may be
interested. Questions sent directly to me will only be answered on a paid
consulting basis.

Hope this helps,
Doug Robbins - Word MVP
Tracy Morgan said:
I'm using Office 2003 and can't figure out how to create a letter template
that will allow me to insert name, addresss, dates, etc. like I could with
Office 2000. How do I get the same pop-up boxes so I can type the text I
want. I've tried ASK, REF, and FILLIN. When I Alt-F9 odd things happen.
 
C

Charles Kenyon

Try your old template (the one you used with Word 2000). It should work
fine.

What odd things?

Otherwise, I would follow Doug Robbins' suggestion about using a userform.

For help in setting up a letterhead template, take a look at: How to set up
letterhead or some other document where you want one header on the first
page and a different header on other pages.
http://www.addbalance.com/word/headersfooters.htm This gives step-by-step
instructions. (It also has the following links)

Some other pages to look at:

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

Letterhead Textboxes and Styles tutorial
http://addbalance.com/word/download/index.htm#LetterheadTextboxesAndStylesTutorial

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

How to Create a Template - Part 2 - essential reading
http://www.mvps.org/word/FAQs/Customization/CreateATemplatePart2.htm

Word "Forms"
http://www.addbalance.com/word/wordwebresources.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).

If you are interested in creating templates that will work with the letter
wizard or use that wizard, you should look at the chapter on Advanced
Document Formatting in Using Office 2003 (or whatever your version is),
Special Edition, by Ed Bott and Woody Leonhard. It has detailed instructions
including instructions on getting the fields you want from your Outlook
Contacts for addressing a letter. (Chapter 19 of SE Using Office 2003) You
should be able to get this through your public library or at Amazon.com
http://www.amazon.com/exec/obidos/ISBN=0789729555/balancecheckbookA/

Finally, take a look at the letter templates that come with Word. While they
are no great shakes as letterhead, they do use styles and AutoText lists
very well. If you use the same style names that are used in those templates
in your own letterhead for the same parts of the document, you will have
better luck with using the built-in AutoText entries in Word.

Hope this helps,



Tracy Morgan said:
I'm using Office 2003 and can't figure out how to create a letter template
that will allow me to insert name, addresss, dates, etc. like I could with
Office 2000. How do I get the same pop-up boxes so I can type the text I
want. I've tried ASK, REF, and FILLIN. When I Alt-F9 odd things happen.
 

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