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#1
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Setting default headers and fonts in a template
I have created a template for my office's letterheads. The letterhead-ing is
isolated by a continuous page break from the rest of the document. I have come up with the following problems/questions: 1. The letterhead is set to Gil Sans, but I want to set the default font for all text that will be typed in the document to be Times New Roman (12 pt); however, even though I have already set the default to Times New Roman 12 pt font, each time I open the document, it's still set to Gil Sans. Can someone please walk me through the process of setting the document's default font to be different from the document's letterhead font? 2. Because our documents are oftentimes longer than one page long, I need to be able to set a header to start on the 2nd page and continue. How do you set the header/footer to come up automatically on the second page of a document once I start to type a document? In our other word documents, the header comes up automatically, beginning on the 2nd page, so we don't have to manually insert a header each time we start a document. 3. I also need to set the date to show up centered and up to date each time I open a document. Our other documents that do not have our letterhead on them automatically open with the current date centered at the top of the page. Thank you and I hope someone can help me with this. I know that this is all possible because we have some documents in Word that already contain some aspects of these. |
#2
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There may be some more elegant solutions but I have run into the similar
issues and solved them this way: Font: To set your fonts for the template it is better IMHO to open the template itself and work there. I would eliminate any styles you don't want in the document any more and make sure you have most of what you think will be needed. There will always be a Normal style, so make sure that your font in Normal is set to what you want. If your other styles are based on Normal they ought to match the font. Make sure they do. And I would also set each style so that it will not update automatically (uncheck the box). This feature was probably meant for convenience but it usually causes only a lot of annoyance. Header: You want a letter header to start on page 2. I did it this way: First, I got my template in shape. Then I made sure that Page Formatting /Layout was set for a Different First Page. Then, working in the template, I added a few paragraphs of nonsense text that would spill over into page 2. Then I set the page 2 header up. I originally just put a reminder to enter the date but then I discovered Fields. Now I include a field for the date (CreateDate), which usually works fine (Hint: Be consistent and use the same dating for the First Page; that way if you have to change the date on page 1 you know you will have to change it in the headers.) I also put in a spot to manually insert the name of the letter's addressee. I'm sure some of the MVPs have a neat way to get it in there automatically, but I don't know how. Once your header is pretty much the way you want, delete all the garbage text so you are back to a single page document. Save your template. When you next open it you have a one page letter. If it gets long enough to go to page two you will find your header wating for you. Date: You can put your date wherever you want. You can certainly set the date to update every time you open any letter you have previously created. However, most people find this rather confusing. (E.g.: I sent you a letter June 15th and now I want to send you another copy. However, my letter of 6/15 now has today's date, proving that I never sent you that letter--right?) If that's what you really want, an easy way is to go to the spot where you want your date in the template and Insert, date and Time, select the date format you want and put a checkmark next to Update Automatically. Hence forth every document created through your template will have today's date instead of, say, the day you created it or the date you sent it. If you actually want your documents to reflect the dates they were created but want the template to give you today's date when you start a new document, I suggest using a Field for the date. Select Insert, Field, and pick a field. My guess is that CreateDate might be the most practical. You must also select the date format you want and put a check mark in the box to Preserve Formatting during Updates. The date idea actually involves some compromise. CreateDate gives you the date the document was created; but if you created the letter yesterday but did not finish revising it until today, you will have to update it--manually. Life is not perfect. SaveDate gives you the date it was saved. that might be better except that you will get the date it was last saved, which might also get confusing--perhaps even more confusing than always getting today's date in an old document. Some references that will help you use fields: http://addbalance.com/usersguide/fields.htm http://addbalance.com/word/wordwebresources.htm#Fields Using Date Fields-Charles Kenyon http://addbalance.com/word/datefields1.htm The FAQ page http://addbalance.com/word/datefields1.htm#PageStart for Dates Sue Barnhill's MVP paper: http://word.mvps.org/FAQs/TblsFldsFms/DateFields.htm Hope this helps. "officequestions" wrote in message ... I have created a template for my office's letterheads. The letterhead-ing is isolated by a continuous page break from the rest of the document. I have come up with the following problems/questions: 1. The letterhead is set to Gil Sans, but I want to set the default font for all text that will be typed in the document to be Times New Roman (12 pt); however, even though I have already set the default to Times New Roman 12 pt font, each time I open the document, it's still set to Gil Sans. Can someone please walk me through the process of setting the document's default font to be different from the document's letterhead font? 2. Because our documents are oftentimes longer than one page long, I need to be able to set a header to start on the 2nd page and continue. How do you set the header/footer to come up automatically on the second page of a document once I start to type a document? In our other word documents, the header comes up automatically, beginning on the 2nd page, so we don't have to manually insert a header each time we start a document. 3. I also need to set the date to show up centered and up to date each time I open a document. Our other documents that do not have our letterhead on them automatically open with the current date centered at the top of the page. Thank you and I hope someone can help me with this. I know that this is all possible because we have some documents in Word that already contain some aspects of these. |
#3
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There may be some more elegant solutions but I have run into the similar
issues and solved them this way: Font: To set your fonts for the template it is better IMHO to open the template itself and work there. I would eliminate any styles you don't want in the document any more and make sure you have most of what you think will be needed. There will always be a Normal style, so make sure that your font in Normal is set to what you want. If your other styles are based on Normal they ought to match the font. Make sure they do. And I would also set each style so that it will not update automatically (uncheck the box). This feature was probably meant for convenience but it usually causes only a lot of annoyance. Header: You want a letter header to start on page 2. I did it this way: First, I got my template in shape. Then I made sure that Page Formatting /Layout was set for a Different First Page. Then, working in the template, I added a few paragraphs of nonsense text that would spill over into page 2. Then I set the page 2 header up. I originally just put a reminder to enter the date but then I discovered Fields. Now I include a field for the date (CreateDate), which usually works fine (Hint: Be consistent and use the same dating for the First Page; that way if you have to change the date on page 1 you know you will have to change it in the headers.) I also put in a spot to manually insert the name of the letter's addressee. I'm sure some of the MVPs have a neat way to get it in there automatically, but I don't know how. Once your header is pretty much the way you want, delete all the garbage text so you are back to a single page document. Save your template. When you next open it you have a one page letter. If it gets long enough to go to page two you will find your header wating for you. Date: You can put your date wherever you want. You can certainly set the date to update every time you open any letter you have previously created. However, most people find this rather confusing. (E.g.: I sent you a letter June 15th and now I want to send you another copy. However, my letter of 6/15 now has today's date, proving that I never sent you that letter--right?) If that's what you really want, an easy way is to go to the spot where you want your date in the template and Insert, date and Time, select the date format you want and put a checkmark next to Update Automatically. Hence forth every document created through your template will have today's date instead of, say, the day you created it or the date you sent it. If you actually want your documents to reflect the dates they were created but want the template to give you today's date when you start a new document, I suggest using a Field for the date. Select Insert, Field, and pick a field. My guess is that CreateDate might be the most practical. You must also select the date format you want and put a check mark in the box to Preserve Formatting during Updates. The date idea actually involves some compromise. CreateDate gives you the date the document was created; but if you created the letter yesterday but did not finish revising it until today, you will have to update it--manually. Life is not perfect. SaveDate gives you the date it was saved. that might be better except that you will get the date it was last saved, which might also get confusing--perhaps even more confusing than always getting today's date in an old document. Some references that will help you use fields: http://addbalance.com/usersguide/fields.htm http://addbalance.com/word/wordwebresources.htm#Fields Using Date Fields-Charles Kenyon http://addbalance.com/word/datefields1.htm The FAQ page http://addbalance.com/word/datefields1.htm#PageStart for Dates Sue Barnhill's MVP paper: http://word.mvps.org/FAQs/TblsFldsFms/DateFields.htm Hope this helps. "officequestions" wrote in message ... I have created a template for my office's letterheads. The letterhead-ing is isolated by a continuous page break from the rest of the document. I have come up with the following problems/questions: 1. The letterhead is set to Gil Sans, but I want to set the default font for all text that will be typed in the document to be Times New Roman (12 pt); however, even though I have already set the default to Times New Roman 12 pt font, each time I open the document, it's still set to Gil Sans. Can someone please walk me through the process of setting the document's default font to be different from the document's letterhead font? 2. Because our documents are oftentimes longer than one page long, I need to be able to set a header to start on the 2nd page and continue. How do you set the header/footer to come up automatically on the second page of a document once I start to type a document? In our other word documents, the header comes up automatically, beginning on the 2nd page, so we don't have to manually insert a header each time we start a document. 3. I also need to set the date to show up centered and up to date each time I open a document. Our other documents that do not have our letterhead on them automatically open with the current date centered at the top of the page. Thank you and I hope someone can help me with this. I know that this is all possible because we have some documents in Word that already contain some aspects of these. |
#4
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As Suzanne is sitting under the hurricane without power, I'll save her the
trouble of answering this and point you to her web site - http://sbarnhill.mvps.org/WordFAQs/Letterhead.htm - which will walk you through the creation of a template. -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org officequestions wrote: I have created a template for my office's letterheads. The letterhead-ing is isolated by a continuous page break from the rest of the document. I have come up with the following problems/questions: 1. The letterhead is set to Gil Sans, but I want to set the default font for all text that will be typed in the document to be Times New Roman (12 pt); however, even though I have already set the default to Times New Roman 12 pt font, each time I open the document, it's still set to Gil Sans. Can someone please walk me through the process of setting the document's default font to be different from the document's letterhead font? 2. Because our documents are oftentimes longer than one page long, I need to be able to set a header to start on the 2nd page and continue. How do you set the header/footer to come up automatically on the second page of a document once I start to type a document? In our other word documents, the header comes up automatically, beginning on the 2nd page, so we don't have to manually insert a header each time we start a document. 3. I also need to set the date to show up centered and up to date each time I open a document. Our other documents that do not have our letterhead on them automatically open with the current date centered at the top of the page. Thank you and I hope someone can help me with this. I know that this is all possible because we have some documents in Word that already contain some aspects of these. |
#5
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See http://sbarnhill.mvps.org/WordFAQs/Letterhead.htm. For the font, make
sure that the default empty paragraph is formatted as TNR 12 (and that the font defined for the Normal style is TNR 12). -- 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. "officequestions" wrote in message ... I have created a template for my office's letterheads. The letterhead-ing is isolated by a continuous page break from the rest of the document. I have come up with the following problems/questions: 1. The letterhead is set to Gil Sans, but I want to set the default font for all text that will be typed in the document to be Times New Roman (12 pt); however, even though I have already set the default to Times New Roman 12 pt font, each time I open the document, it's still set to Gil Sans. Can someone please walk me through the process of setting the document's default font to be different from the document's letterhead font? 2. Because our documents are oftentimes longer than one page long, I need to be able to set a header to start on the 2nd page and continue. How do you set the header/footer to come up automatically on the second page of a document once I start to type a document? In our other word documents, the header comes up automatically, beginning on the 2nd page, so we don't have to manually insert a header each time we start a document. 3. I also need to set the date to show up centered and up to date each time I open a document. Our other documents that do not have our letterhead on them automatically open with the current date centered at the top of the page. Thank you and I hope someone can help me with this. I know that this is all possible because we have some documents in Word that already contain some aspects of these. |
#6
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To change your default font, see http://addbalance.com/word/defaultfont.htm.
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.earthlink.net/~wordfaqs/Letterhead.htm Letterhead Textboxes and Styles tutorial http://addbalance.com/word/download....StylesTutorial 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...platePart2.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). Hope this helps, -- 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. "officequestions" wrote in message ... I have created a template for my office's letterheads. The letterhead-ing is isolated by a continuous page break from the rest of the document. I have come up with the following problems/questions: 1. The letterhead is set to Gil Sans, but I want to set the default font for all text that will be typed in the document to be Times New Roman (12 pt); however, even though I have already set the default to Times New Roman 12 pt font, each time I open the document, it's still set to Gil Sans. Can someone please walk me through the process of setting the document's default font to be different from the document's letterhead font? 2. Because our documents are oftentimes longer than one page long, I need to be able to set a header to start on the 2nd page and continue. How do you set the header/footer to come up automatically on the second page of a document once I start to type a document? In our other word documents, the header comes up automatically, beginning on the 2nd page, so we don't have to manually insert a header each time we start a document. 3. I also need to set the date to show up centered and up to date each time I open a document. Our other documents that do not have our letterhead on them automatically open with the current date centered at the top of the page. Thank you and I hope someone can help me with this. I know that this is all possible because we have some documents in Word that already contain some aspects of these. |