update template in already existing doc?

P

Pam

If I use a template for, say, letterhead. And I need to
edit that letterhead to add/remove some text, I know how
to change the template, but is there a way to take an
ALREADY EXISTING document that was created with the OLD
template, and program for an UPDATE to the new so staff
could just, through a single click, make sure they were
using the correct letterhead, even if they copy an old
document?

Thanks a million.
 
C

Charles Kenyon

Not effectively. This is the reason for templates. You should not be opening
old documents and using SaveAs to create a new document.

I do have template sets where the letterhead or other basic information is
stored in one main template and when a document is created based on a
derivative template, the updated information is copied from the main
template. This requires bookmarking all the elements and using an AutoNew
macro to update elements.
 
P

Pam

Of course people should not open old documents and use
save as. But people DO. Moreover, they do not even use a
template; they use a macro that brings in a document that
happens to contain letterhead. I am fighting right now
just to get them to use templates, and I was hoping I
could win them over by explaining that as people on the
letterhead come and go, and we have to change the
letterhead and be sure the current one is in use, temlates
would assist. (This place is like the Stone Age.)

thanks for the help. Truly appreciated.
 
S

Suzanne S. Barnhill

Your argument is perfect. Old letters should retain the letterhead with
which they were created (showing the people in the firm at the time). New
letters, created from the updated template, will have the new members.
 

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