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Applying Templates
Word 2003
It was my thought or understanding that one could apply a template to a document which would reflect, among other things, the established page layout of the template; including margins; headers and footers; graphics and styles. In applying templates to new documents I do indeed get the "styles" that are inherent in the template, however, the document is not reflective of the header content or margins. Am I expecting more than I should in this regard? Upon reading Shauna Kelly's article on the subject, I was under the impression that I could expect the following when applying a template to an existing document €˘styles €˘content (eg text, pictures, a fax header, a form to fill in, the outline of your monthly management report, any content in headers and footers) €˘page settings (eg margins, paper size, paper orientation, settings for headers and footers). Conversely, if I were to open the template as a new document and import the text from an existing document into the template it works fine. However, that means renaming each document in a rather lengthy series of documents. I would be most appreciative of any insight offered into this situation. Thanks - RPM |
#2
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Applying Templates
On Thu, 14 Jun 2007 14:50:02 -0700, RPMitchal
wrote: Word 2003 It was my thought or understanding that one could apply a template to a document which would reflect, among other things, the established page layout of the template; including margins; headers and footers; graphics and styles. In applying templates to new documents I do indeed get the "styles" that are inherent in the template, however, the document is not reflective of the header content or margins. Am I expecting more than I should in this regard? Upon reading Shauna Kelly's article on the subject, I was under the impression that I could expect the following when applying a template to an existing document •styles •content (eg text, pictures, a fax header, a form to fill in, the outline of your monthly management report, any content in headers and footers) •page settings (eg margins, paper size, paper orientation, settings for headers and footers). Conversely, if I were to open the template as a new document and import the text from an existing document into the template it works fine. However, that means renaming each document in a rather lengthy series of documents. I would be most appreciative of any insight offered into this situation. Thanks - RPM If you read http://www.shaunakelly.com/word/atta...ate/index.html, then you misunderstood completely with respect to the three bullet items you cited. I hope Shauna won't mind me quoting the relevant bit of her article: "The document inherited styles, content and page settings from its parent template when it was first created. You're not creating a new document, so the styles, content and page settings in the newly-attached template will not affect the document at all." She then explains the considerable hoops you have to jump through to transfer the attached template's settings to the document. -- 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. |
#3
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Applying Templates
Jay:
As always, I appreciate your response. And if as you say, I misunderstood completely, then trust when I tell you that it most certainly is not the first time. It seems to be happening to me quite a bit here lately. I've been taking on some of the more advanced applications and techniques as apply to Word - some of which "stick" and some of which do not. I will re-read the article with the hopes of getting it right this time. I would like to "piggy-back" another question here if you don't mind; and that is... "Does the possibility exist to apply a template to a series of documents simultaneously or is that something that must be accomplished on a document-by-document basis?" My sincere appreciation to you and so many of the others for all that you do with regard to this "Forum". You've all been a mental life-saver for me on so many occasions; sometimes merely by reading through the questions and answers posted by others on applications or situations that have yet to occur for me. RPM "Jay Freedman" wrote: On Thu, 14 Jun 2007 14:50:02 -0700, RPMitchal wrote: Word 2003 It was my thought or understanding that one could apply a template to a document which would reflect, among other things, the established page layout of the template; including margins; headers and footers; graphics and styles. In applying templates to new documents I do indeed get the "styles" that are inherent in the template, however, the document is not reflective of the header content or margins. Am I expecting more than I should in this regard? Upon reading Shauna Kelly's article on the subject, I was under the impression that I could expect the following when applying a template to an existing document €˘styles €˘content (eg text, pictures, a fax header, a form to fill in, the outline of your monthly management report, any content in headers and footers) €˘page settings (eg margins, paper size, paper orientation, settings for headers and footers). Conversely, if I were to open the template as a new document and import the text from an existing document into the template it works fine. However, that means renaming each document in a rather lengthy series of documents. I would be most appreciative of any insight offered into this situation. Thanks - RPM If you read http://www.shaunakelly.com/word/atta...ate/index.html, then you misunderstood completely with respect to the three bullet items you cited. I hope Shauna won't mind me quoting the relevant bit of her article: "The document inherited styles, content and page settings from its parent template when it was first created. You're not creating a new document, so the styles, content and page settings in the newly-attached template will not affect the document at all." She then explains the considerable hoops you have to jump through to transfer the attached template's settings to the document. -- 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. |
#4
Posted to microsoft.public.word.pagelayout
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Applying Templates
There isn't anything built into Word that would let you attach a
template to multiple files. As in most such cases, though, it would be possible to write a macro to do it. A macro that "does something" to all the documents in a folder, for instance, is fairly common; for example, http://www.word.mvps.org/FAQs/MacrosVBA/BatchFR.htm shows how to run a Replace on multiple documents. That macro can be adapted to set the AttachedTemplate value of each document to the specified template. Per our previous exchange, simply attaching a new template will make the template's AutoText and macros available to the documents, but not change the documents' appearance. Updating the documents' styles to match those in the new template would take a bit of additional programming. Changing anything in the documents' text, headers/footers, margins, etc. would be a considerable job for a knowledgeable programmer, mainly because of the number of possible conflicts and errors that have to be avoided or handled. Whether all this is worth doing depends on the balance of how much programming is needed vs. how many documents have to be changed. -- 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 Fri, 15 Jun 2007 04:18:00 -0700, RPMitchal wrote: Jay: As always, I appreciate your response. And if as you say, I misunderstood completely, then trust when I tell you that it most certainly is not the first time. It seems to be happening to me quite a bit here lately. I've been taking on some of the more advanced applications and techniques as apply to Word - some of which "stick" and some of which do not. I will re-read the article with the hopes of getting it right this time. I would like to "piggy-back" another question here if you don't mind; and that is... "Does the possibility exist to apply a template to a series of documents simultaneously or is that something that must be accomplished on a document-by-document basis?" My sincere appreciation to you and so many of the others for all that you do with regard to this "Forum". You've all been a mental life-saver for me on so many occasions; sometimes merely by reading through the questions and answers posted by others on applications or situations that have yet to occur for me. RPM "Jay Freedman" wrote: On Thu, 14 Jun 2007 14:50:02 -0700, RPMitchal wrote: Word 2003 It was my thought or understanding that one could apply a template to a document which would reflect, among other things, the established page layout of the template; including margins; headers and footers; graphics and styles. In applying templates to new documents I do indeed get the "styles" that are inherent in the template, however, the document is not reflective of the header content or margins. Am I expecting more than I should in this regard? Upon reading Shauna Kelly's article on the subject, I was under the impression that I could expect the following when applying a template to an existing document •styles •content (eg text, pictures, a fax header, a form to fill in, the outline of your monthly management report, any content in headers and footers) •page settings (eg margins, paper size, paper orientation, settings for headers and footers). Conversely, if I were to open the template as a new document and import the text from an existing document into the template it works fine. However, that means renaming each document in a rather lengthy series of documents. I would be most appreciative of any insight offered into this situation. Thanks - RPM If you read http://www.shaunakelly.com/word/atta...ate/index.html, then you misunderstood completely with respect to the three bullet items you cited. I hope Shauna won't mind me quoting the relevant bit of her article: "The document inherited styles, content and page settings from its parent template when it was first created. You're not creating a new document, so the styles, content and page settings in the newly-attached template will not affect the document at all." She then explains the considerable hoops you have to jump through to transfer the attached template's settings to the document. -- 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. |
#5
Posted to microsoft.public.word.pagelayout
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Applying Templates
Thanks much Jay.
I appreciate the link for the macro as well. As of the moment, I believe that I will address each document individually. However, at some point in time it is my plan to "attack" the VBA language with an eye toward making sense of its features and the many helpful macros that you and your compatriots have supplied to readers of the Forum - instead of merely using them with no real understanding of how they work. Goodness knows... I have read through several VBA books and have yet to find the one that "clicks" for me. The syntax of using the more advanced macros and the VBA code continues to escape me. Should you or anyone else have any insight in that regard, I sure would appreciate hearing about it. In the meantime, thanks again for your help in this matter and all that has come before. RPM "Jay Freedman" wrote: There isn't anything built into Word that would let you attach a template to multiple files. As in most such cases, though, it would be possible to write a macro to do it. A macro that "does something" to all the documents in a folder, for instance, is fairly common; for example, http://www.word.mvps.org/FAQs/MacrosVBA/BatchFR.htm shows how to run a Replace on multiple documents. That macro can be adapted to set the AttachedTemplate value of each document to the specified template. Per our previous exchange, simply attaching a new template will make the template's AutoText and macros available to the documents, but not change the documents' appearance. Updating the documents' styles to match those in the new template would take a bit of additional programming. Changing anything in the documents' text, headers/footers, margins, etc. would be a considerable job for a knowledgeable programmer, mainly because of the number of possible conflicts and errors that have to be avoided or handled. Whether all this is worth doing depends on the balance of how much programming is needed vs. how many documents have to be changed. -- 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 Fri, 15 Jun 2007 04:18:00 -0700, RPMitchal wrote: Jay: As always, I appreciate your response. And if as you say, I misunderstood completely, then trust when I tell you that it most certainly is not the first time. It seems to be happening to me quite a bit here lately. I've been taking on some of the more advanced applications and techniques as apply to Word - some of which "stick" and some of which do not. I will re-read the article with the hopes of getting it right this time. I would like to "piggy-back" another question here if you don't mind; and that is... "Does the possibility exist to apply a template to a series of documents simultaneously or is that something that must be accomplished on a document-by-document basis?" My sincere appreciation to you and so many of the others for all that you do with regard to this "Forum". You've all been a mental life-saver for me on so many occasions; sometimes merely by reading through the questions and answers posted by others on applications or situations that have yet to occur for me. RPM "Jay Freedman" wrote: On Thu, 14 Jun 2007 14:50:02 -0700, RPMitchal wrote: Word 2003 It was my thought or understanding that one could apply a template to a document which would reflect, among other things, the established page layout of the template; including margins; headers and footers; graphics and styles. In applying templates to new documents I do indeed get the "styles" that are inherent in the template, however, the document is not reflective of the header content or margins. Am I expecting more than I should in this regard? Upon reading Shauna Kelly's article on the subject, I was under the impression that I could expect the following when applying a template to an existing document €˘styles €˘content (eg text, pictures, a fax header, a form to fill in, the outline of your monthly management report, any content in headers and footers) €˘page settings (eg margins, paper size, paper orientation, settings for headers and footers). Conversely, if I were to open the template as a new document and import the text from an existing document into the template it works fine. However, that means renaming each document in a rather lengthy series of documents. I would be most appreciative of any insight offered into this situation. Thanks - RPM If you read http://www.shaunakelly.com/word/atta...ate/index.html, then you misunderstood completely with respect to the three bullet items you cited. I hope Shauna won't mind me quoting the relevant bit of her article: "The document inherited styles, content and page settings from its parent template when it was first created. You're not creating a new document, so the styles, content and page settings in the newly-attached template will not affect the document at all." She then explains the considerable hoops you have to jump through to transfer the attached template's settings to the document. -- 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. |
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