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#1
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AutoText at Template Level
I am creating several correspondence templates in Word that will be loaded
into our administrative system. When a user chooses anyone of the templates, the document will be populated with some data from the system. However, there are still variable "chunks" of language that will have to be inserted into the document depending on claim specifics. We would like to have these "chunks" of language available as Auto Text to insert into letters. I am building all documents from one "Master" template that has been formatted to department standards. What I would like to able to do is add the Auto Text to this "Master" document and have it be available to all documents derived (generated) from that master template. In other words I would like the Auto Text to be available at the document level, not the user level. So far I've only been able to set up Auto Text specific to me as a user. If I send the document to someone else the only Auto Text available to them is whatever they've set up themselves - not that which I set up for the document. Do you have any advice or could you point me to a person that might be able to help? Thanks! |
#2
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AutoText at Template Level
AutoText must be stored in templates; it cannot be stored in documents.
-- 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. "J.OBrien" wrote in message ... I am creating several correspondence templates in Word that will be loaded into our administrative system. When a user chooses anyone of the templates, the document will be populated with some data from the system. However, there are still variable "chunks" of language that will have to be inserted into the document depending on claim specifics. We would like to have these "chunks" of language available as Auto Text to insert into letters. I am building all documents from one "Master" template that has been formatted to department standards. What I would like to able to do is add the Auto Text to this "Master" document and have it be available to all documents derived (generated) from that master template. In other words I would like the Auto Text to be available at the document level, not the user level. So far I've only been able to set up Auto Text specific to me as a user. If I send the document to someone else the only Auto Text available to them is whatever they've set up themselves - not that which I set up for the document. Do you have any advice or could you point me to a person that might be able to help? Thanks! |
#3
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AutoText at Template Level
I suspect this is another case of making a document (.doc file) and
calling it a "template" because it's used to make other documents. To J.OBrien: In Word, the term "template" refers specifically to a file saved *as a Word template* in a file with a .dot extension. When Suzanne says that AutoText must be stored in templates, she's referring to that technical definition. Read the article http://www.word.mvps.org/FAQs/Custom...n/AutoText.htm to see how to save new AutoText entries in a template other than your Normal.dot. You can use the Organizer dialog (Tools Templates & Add-ins Organizer) to copy existing AutoText entries from Normal.dot to another template. -- Regards, Jay Freedman Microsoft Word MVP FAQ: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. On Mon, 13 Nov 2006 16:27:22 -0600, "Suzanne S. Barnhill" wrote: AutoText must be stored in templates; it cannot be stored in documents. -- 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. "J.OBrien" wrote in message ... I am creating several correspondence templates in Word that will be loaded into our administrative system. When a user chooses anyone of the templates, the document will be populated with some data from the system. However, there are still variable "chunks" of language that will have to be inserted into the document depending on claim specifics. We would like to have these "chunks" of language available as Auto Text to insert into letters. I am building all documents from one "Master" template that has been formatted to department standards. What I would like to able to do is add the Auto Text to this "Master" document and have it be available to all documents derived (generated) from that master template. In other words I would like the Auto Text to be available at the document level, not the user level. So far I've only been able to set up Auto Text specific to me as a user. If I send the document to someone else the only Auto Text available to them is whatever they've set up themselves - not that which I set up for the document. Do you have any advice or could you point me to a person that might be able to help? Thanks! |
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