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Nothing I've seen starts at the begining and moves forward!
Simple! How do you use a template? File Projects My Templates? THEN WHAT? Are there ANY fields, or do I just type stuff on? If I need additional sets of things, what do I do? Just type them in, or copy and paste the template lines? How should I replace the template text? Search and replace? Highlight and Type? Type and delete? How how how! |
#2
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File - New - select a template - do your work
-- JoAnn Paules MVP Microsoft [Publisher] "TheWheel" wrote in message ... Nothing I've seen starts at the begining and moves forward! Simple! How do you use a template? File Projects My Templates? THEN WHAT? Are there ANY fields, or do I just type stuff on? If I need additional sets of things, what do I do? Just type them in, or copy and paste the template lines? How should I replace the template text? Search and replace? Highlight and Type? Type and delete? How how how! |
#3
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![]() -- For more on the different kinds of templates, tabs on the file new dialog, and locations of templates folders see http://addbalance.com/usersguide/templates.htm. However, you may be asking about what Word calls an "online form." Check this in help. For more about online forms, follow the links at http://addbalance.com/word/wordwebresources.htm#Forms or http://word.mvps.org/FAQs/Customizat...nTheBlanks.htm especially Dian Chapman's series of articles. You may also want to look at http://www.word.mvps.org/FAQs/TblsFl...nesInForms.htm. You might want to use macrobutton fields instead. See http://www.addbalance.com/usersguide...tm#MacroButton, http://www.gmayor.com/Macrobutton.htm and http://www.mvps.org/word/FAQs/TblsFl...acroButton.htm for more about macrobutton fields. 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://word.mvps.org/FAQs/ which is awesome! My criminal defense site: http://addbalance.com --------- --------- --------- --------- --------- --------- 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. "TheWheel" wrote in message ... Nothing I've seen starts at the begining and moves forward! Simple! How do you use a template? File Projects My Templates? THEN WHAT? Are there ANY fields, or do I just type stuff on? If I need additional sets of things, what do I do? Just type them in, or copy and paste the template lines? How should I replace the template text? Search and replace? Highlight and Type? Type and delete? How how how! |
#5
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Hi Wheel
To add to what JoAnn and Charles said, it's worth bearing in mind that people create templates for different reasons. When you create a new document from a template, you'll see quite different things depending on what the template creator had in mind. Here are some examples: 1. A template might be created to help people use appropriate formatting. When you create a new document from the template, the body of the document might be completely empty. You can just type the text you choose. Businesses create templates like this to help you use the standard formatting the business has chosen. So when you apply, say, the Heading 1 style, Heading 1 might be defined as blue Arial 16pt. In a different template, Heading 1 might be green Times New Roman 18pt. Some templates like this have additional toolbars to help you insert standard pieces of text, or to apply styles (like Heading 1) easily, or to provide extra functionality to Word. 2. A template might be set up to help you lay out a complex document. A template for a newsletter or flyer might be like this. It may be laid out in columns, it might have a banner on the front with place for a logo. 3. A template might be set up as a form, for example an Application for Leave form. So the template will include text (like "Name") and a place for you to type your name. Some form-type templates are simple forms where you type where indicated. Some might be partly protected so the template will only allow you to type in the right places. Some can be quite sophisticated. For example, when you type your name, the template might look up your name in a database, find your supervisor's name and automatically add the supervisor's name to the document. 4. Other templates are designed to give you standard text as a starting point for your document. In a business, you might have a standard contract for buying goods and services. The template would hold all the required text of the contract, perhaps dozens of pages of text. It may have places for you to type the name of the supplier, the price and so on. Templates like this may or may not care much about formatting or layout. 5. Some templates use a wizard. When you create a new document from this kind of template, a wizard opens that asks you for information, and then puts the information into the new document. There are some built-in wizards in Word. Try File New. In the Task pane at the right, click On My Computer. Now, on the Other Documents tab, click the Calendar Wizard, and then click OK. There are several templates built in to Word (which you can access through File New and "On my computer"). You can download templates from Microsoft at http://office.microsoft.com/en-au/te...323741033.aspx. And, of course, you can create your own templates. Hope this helps. Shauna Kelly. Microsoft MVP. http://www.shaunakelly.com/word "TheWheel" wrote in message ... Nothing I've seen starts at the begining and moves forward! Simple! How do you use a template? File Projects My Templates? THEN WHAT? Are there ANY fields, or do I just type stuff on? If I need additional sets of things, what do I do? Just type them in, or copy and paste the template lines? How should I replace the template text? Search and replace? Highlight and Type? Type and delete? How how how! |
#6
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Thank you to all in the chain.
However, I must assume I have been unclear. I wish to use a pre-existing, Microsoft provided template, obtained through the "live" link to templates from inside Word 2003. By "use" I mean to understand the significance of areas that are "gray" and appear to be fields for input of my information. I asked several very specific and very mechanical questions concerning whether these "gray" spots are intended only to be "overstriken" and obliterated, or whether there may be some slightly more sufisticated manner available to obtain "replacements" of those values. For all the effort Microsoft help demonstrates, and the efforts of the good people above in this thread, I do not see anything addressing these very straightforward mechanical questions. I am starting to suspect that Instead of using all caps for CLIENT NAME and just typing over it, some people use macrobuttons, not to run macros at all, but simply to be obliterated by typing over them. Seems like a gross waste of horsepower. Of course, this really doesn't address the order of operations required to change a document rather than the template when doing so. If I were addressing Microsoft (do "they" listen?) I would suggest that every help topic be reviewed with respect to: Why does one want to do this? What other alternatives are there? From the beginning, what is done? And avoid generalities in the instructions portion of the help. Exemplify by picking an instance and making an example of it. Thanks for all your efforts, and any future comments you may wish to make. -- David "Shauna Kelly" wrote: Hi Wheel To add to what JoAnn and Charles said, it's worth bearing in mind that people create templates for different reasons. When you create a new document from a template, you'll see quite different things depending on what the template creator had in mind. Here are some examples: 1. A template might be created to help people use appropriate formatting. When you create a new document from the template, the body of the document might be completely empty. You can just type the text you choose. Businesses create templates like this to help you use the standard formatting the business has chosen. So when you apply, say, the Heading 1 style, Heading 1 might be defined as blue Arial 16pt. In a different template, Heading 1 might be green Times New Roman 18pt. Some templates like this have additional toolbars to help you insert standard pieces of text, or to apply styles (like Heading 1) easily, or to provide extra functionality to Word. 2. A template might be set up to help you lay out a complex document. A template for a newsletter or flyer might be like this. It may be laid out in columns, it might have a banner on the front with place for a logo. 3. A template might be set up as a form, for example an Application for Leave form. So the template will include text (like "Name") and a place for you to type your name. Some form-type templates are simple forms where you type where indicated. Some might be partly protected so the template will only allow you to type in the right places. Some can be quite sophisticated. For example, when you type your name, the template might look up your name in a database, find your supervisor's name and automatically add the supervisor's name to the document. 4. Other templates are designed to give you standard text as a starting point for your document. In a business, you might have a standard contract for buying goods and services. The template would hold all the required text of the contract, perhaps dozens of pages of text. It may have places for you to type the name of the supplier, the price and so on. Templates like this may or may not care much about formatting or layout. 5. Some templates use a wizard. When you create a new document from this kind of template, a wizard opens that asks you for information, and then puts the information into the new document. There are some built-in wizards in Word. Try File New. In the Task pane at the right, click On My Computer. Now, on the Other Documents tab, click the Calendar Wizard, and then click OK. There are several templates built in to Word (which you can access through File New and "On my computer"). You can download templates from Microsoft at http://office.microsoft.com/en-au/te...323741033.aspx. And, of course, you can create your own templates. Hope this helps. Shauna Kelly. Microsoft MVP. http://www.shaunakelly.com/word "TheWheel" wrote in message ... Nothing I've seen starts at the begining and moves forward! Simple! How do you use a template? File Projects My Templates? THEN WHAT? Are there ANY fields, or do I just type stuff on? If I need additional sets of things, what do I do? Just type them in, or copy and paste the template lines? How should I replace the template text? Search and replace? Highlight and Type? Type and delete? How how how! |
#7
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To provide you with an example of what is not helpful... take the following
linked document/instructions: http://www.computorcompanion.com/LPMArticle.asp?ID=22 I would copy and paste verbatim, but I think it may be protected... (against what I ask) Open a blank template in Word by clicking File|New and be sure to choose the TEMPLATE option before you click OK. Aside from the fact that there is no TEMPLATE option in Word 2003 ![]() Do you understand at all? Not one entire instruction into the process, and it does not work. It isn't even possible as written. I'm getting an irritating right hand panel with many icons and links, even headers and a search field, and nothing remotely resembling the ability to "choose TEMPLATES" and certainly no OK Button. So, for clarity, again, I would suggest to MICROSOFT that they make sure available instructions actually are POSSIBLE to follow. Hmmm. Is that really such a revolutionary idea? David "TheWheel" wrote: Thank you to all in the chain. However, I must assume I have been unclear. I wish to use a pre-existing, Microsoft provided template, obtained through the "live" link to templates from inside Word 2003. By "use" I mean to understand the significance of areas that are "gray" and appear to be fields for input of my information. I asked several very specific and very mechanical questions concerning whether these "gray" spots are intended only to be "overstriken" and obliterated, or whether there may be some slightly more sufisticated manner available to obtain "replacements" of those values. For all the effort Microsoft help demonstrates, and the efforts of the good people above in this thread, I do not see anything addressing these very straightforward mechanical questions. I am starting to suspect that Instead of using all caps for CLIENT NAME and just typing over it, some people use macrobuttons, not to run macros at all, but simply to be obliterated by typing over them. Seems like a gross waste of horsepower. Of course, this really doesn't address the order of operations required to change a document rather than the template when doing so. If I were addressing Microsoft (do "they" listen?) I would suggest that every help topic be reviewed with respect to: Why does one want to do this? What other alternatives are there? From the beginning, what is done? And avoid generalities in the instructions portion of the help. Exemplify by picking an instance and making an example of it. Thanks for all your efforts, and any future comments you may wish to make. -- David "Shauna Kelly" wrote: Hi Wheel To add to what JoAnn and Charles said, it's worth bearing in mind that people create templates for different reasons. When you create a new document from a template, you'll see quite different things depending on what the template creator had in mind. Here are some examples: 1. A template might be created to help people use appropriate formatting. When you create a new document from the template, the body of the document might be completely empty. You can just type the text you choose. Businesses create templates like this to help you use the standard formatting the business has chosen. So when you apply, say, the Heading 1 style, Heading 1 might be defined as blue Arial 16pt. In a different template, Heading 1 might be green Times New Roman 18pt. Some templates like this have additional toolbars to help you insert standard pieces of text, or to apply styles (like Heading 1) easily, or to provide extra functionality to Word. 2. A template might be set up to help you lay out a complex document. A template for a newsletter or flyer might be like this. It may be laid out in columns, it might have a banner on the front with place for a logo. 3. A template might be set up as a form, for example an Application for Leave form. So the template will include text (like "Name") and a place for you to type your name. Some form-type templates are simple forms where you type where indicated. Some might be partly protected so the template will only allow you to type in the right places. Some can be quite sophisticated. For example, when you type your name, the template might look up your name in a database, find your supervisor's name and automatically add the supervisor's name to the document. 4. Other templates are designed to give you standard text as a starting point for your document. In a business, you might have a standard contract for buying goods and services. The template would hold all the required text of the contract, perhaps dozens of pages of text. It may have places for you to type the name of the supplier, the price and so on. Templates like this may or may not care much about formatting or layout. 5. Some templates use a wizard. When you create a new document from this kind of template, a wizard opens that asks you for information, and then puts the information into the new document. There are some built-in wizards in Word. Try File New. In the Task pane at the right, click On My Computer. Now, on the Other Documents tab, click the Calendar Wizard, and then click OK. There are several templates built in to Word (which you can access through File New and "On my computer"). You can download templates from Microsoft at http://office.microsoft.com/en-au/te...323741033.aspx. And, of course, you can create your own templates. Hope this helps. Shauna Kelly. Microsoft MVP. http://www.shaunakelly.com/word "TheWheel" wrote in message ... Nothing I've seen starts at the begining and moves forward! Simple! How do you use a template? File Projects My Templates? THEN WHAT? Are there ANY fields, or do I just type stuff on? If I need additional sets of things, what do I do? Just type them in, or copy and paste the template lines? How should I replace the template text? Search and replace? Highlight and Type? Type and delete? How how how! |
#8
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Yes, it is very difficult to get to the File New dialog in Word 2002/2003.
To do so, you must use File | New... and then select "On my computer" in the New Document task pane. The article to which you refer was probably written for Word 2000 or earlier, where File | New... took you straight to the dialog (see http://sbarnhill.mvps.org/WordFAQs/C...ngWord2002.htm for instructions on regaining this functionality). In that dialog you can create a new template. But that is not what you're asking. If you will tell us exactly which template you're using (give the URL from which you downloaded it), we can tell you how it's supposed to be used. These templates are mostly provided by third parties (not Microsoft) and use a variety of different formatting options. Many templates use MacroButton NoMacro fields; these usually have text such as [Type name here], and when you click on them, they are selected and you overtype them. Other fields may be intended to be filled by a UserForm (wizard) that runs when you create a new document based on the template. But we don't have any way of knowing which of these techniques (or some other) has been used unless we know which template you're talking about. -- 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. "TheWheel" wrote in message ... To provide you with an example of what is not helpful... take the following linked document/instructions: http://www.computorcompanion.com/LPMArticle.asp?ID=22 I would copy and paste verbatim, but I think it may be protected... (against what I ask) Open a blank template in Word by clicking File|New and be sure to choose the TEMPLATE option before you click OK. Aside from the fact that there is no TEMPLATE option in Word 2003 ![]() Do you understand at all? Not one entire instruction into the process, and it does not work. It isn't even possible as written. I'm getting an irritating right hand panel with many icons and links, even headers and a search field, and nothing remotely resembling the ability to "choose TEMPLATES" and certainly no OK Button. So, for clarity, again, I would suggest to MICROSOFT that they make sure available instructions actually are POSSIBLE to follow. Hmmm. Is that really such a revolutionary idea? David "TheWheel" wrote: Thank you to all in the chain. However, I must assume I have been unclear. I wish to use a pre-existing, Microsoft provided template, obtained through the "live" link to templates from inside Word 2003. By "use" I mean to understand the significance of areas that are "gray" and appear to be fields for input of my information. I asked several very specific and very mechanical questions concerning whether these "gray" spots are intended only to be "overstriken" and obliterated, or whether there may be some slightly more sufisticated manner available to obtain "replacements" of those values. For all the effort Microsoft help demonstrates, and the efforts of the good people above in this thread, I do not see anything addressing these very straightforward mechanical questions. I am starting to suspect that Instead of using all caps for CLIENT NAME and just typing over it, some people use macrobuttons, not to run macros at all, but simply to be obliterated by typing over them. Seems like a gross waste of horsepower. Of course, this really doesn't address the order of operations required to change a document rather than the template when doing so. If I were addressing Microsoft (do "they" listen?) I would suggest that every help topic be reviewed with respect to: Why does one want to do this? What other alternatives are there? From the beginning, what is done? And avoid generalities in the instructions portion of the help. Exemplify by picking an instance and making an example of it. Thanks for all your efforts, and any future comments you may wish to make. -- David "Shauna Kelly" wrote: Hi Wheel To add to what JoAnn and Charles said, it's worth bearing in mind that people create templates for different reasons. When you create a new document from a template, you'll see quite different things depending on what the template creator had in mind. Here are some examples: 1. A template might be created to help people use appropriate formatting. When you create a new document from the template, the body of the document might be completely empty. You can just type the text you choose. Businesses create templates like this to help you use the standard formatting the business has chosen. So when you apply, say, the Heading 1 style, Heading 1 might be defined as blue Arial 16pt. In a different template, Heading 1 might be green Times New Roman 18pt. Some templates like this have additional toolbars to help you insert standard pieces of text, or to apply styles (like Heading 1) easily, or to provide extra functionality to Word. 2. A template might be set up to help you lay out a complex document. A template for a newsletter or flyer might be like this. It may be laid out in columns, it might have a banner on the front with place for a logo. 3. A template might be set up as a form, for example an Application for Leave form. So the template will include text (like "Name") and a place for you to type your name. Some form-type templates are simple forms where you type where indicated. Some might be partly protected so the template will only allow you to type in the right places. Some can be quite sophisticated. For example, when you type your name, the template might look up your name in a database, find your supervisor's name and automatically add the supervisor's name to the document. 4. Other templates are designed to give you standard text as a starting point for your document. In a business, you might have a standard contract for buying goods and services. The template would hold all the required text of the contract, perhaps dozens of pages of text. It may have places for you to type the name of the supplier, the price and so on. Templates like this may or may not care much about formatting or layout. 5. Some templates use a wizard. When you create a new document from this kind of template, a wizard opens that asks you for information, and then puts the information into the new document. There are some built-in wizards in Word. Try File New. In the Task pane at the right, click On My Computer. Now, on the Other Documents tab, click the Calendar Wizard, and then click OK. There are several templates built in to Word (which you can access through File New and "On my computer"). You can download templates from Microsoft at http://office.microsoft.com/en-au/te...323741033.aspx. And, of course, you can create your own templates. Hope this helps. Shauna Kelly. Microsoft MVP. http://www.shaunakelly.com/word "TheWheel" wrote in message ... Nothing I've seen starts at the begining and moves forward! Simple! How do you use a template? File Projects My Templates? THEN WHAT? Are there ANY fields, or do I just type stuff on? If I need additional sets of things, what do I do? Just type them in, or copy and paste the template lines? How should I replace the template text? Search and replace? Highlight and Type? Type and delete? How how how! |
#9
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Suzanne, Indeed. The reason Eskimos are reputted to have seven different
names for "snow" is that there are seven significantly different relationships to snow, for the eskimo. I'm beginning to believe that "templates" covers an almost equal number of significant differences with only one indistinct term: templates. I used to create a boiler plate of text and save it in a file I would re-use to cut down typing required... I called that a template at one time. The fill in data was just missing. Nothing fancy. Later Satelite Software Inc produced a word processor that would mail merge a list with a letter. The letter was considered to be a template. The merge points were "fields." That seemed more deserving of the term template. MS Word seems to cover both of these and several other very distinct techniques under an almost uselessly general term: templates. Thus, as you point out, without specific instructions or technical inspection of a template, being that it migh be any one of several very different things, it is impossible to characterize a "template" operationally, or to provide "How to use" instructions, because it is litterally impossible to know what is being talked about. I was interested in using the online Business letter templates, provided through the Microsoft online mechanism. Thank you for your patience and clarity. Being as their are "7" different things a template can be, there are at least "7" very different sets of instuctions relative to operating them. Getting an answer would require knowing both which technology had been used, and how it had been implemented, and the creators intention relative to use. thanks. David "Suzanne S. Barnhill" wrote: Yes, it is very difficult to get to the File New dialog in Word 2002/2003. To do so, you must use File | New... and then select "On my computer" in the New Document task pane. The article to which you refer was probably written for Word 2000 or earlier, where File | New... took you straight to the dialog (see http://sbarnhill.mvps.org/WordFAQs/C...ngWord2002.htm for instructions on regaining this functionality). In that dialog you can create a new template. But that is not what you're asking. If you will tell us exactly which template you're using (give the URL from which you downloaded it), we can tell you how it's supposed to be used. These templates are mostly provided by third parties (not Microsoft) and use a variety of different formatting options. Many templates use MacroButton NoMacro fields; these usually have text such as [Type name here], and when you click on them, they are selected and you overtype them. Other fields may be intended to be filled by a UserForm (wizard) that runs when you create a new document based on the template. But we don't have any way of knowing which of these techniques (or some other) has been used unless we know which template you're talking about. -- 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. "TheWheel" wrote in message ... To provide you with an example of what is not helpful... take the following linked document/instructions: http://www.computorcompanion.com/LPMArticle.asp?ID=22 I would copy and paste verbatim, but I think it may be protected... (against what I ask) Open a blank template in Word by clicking File|New and be sure to choose the TEMPLATE option before you click OK. Aside from the fact that there is no TEMPLATE option in Word 2003 ![]() Do you understand at all? Not one entire instruction into the process, and it does not work. It isn't even possible as written. I'm getting an irritating right hand panel with many icons and links, even headers and a search field, and nothing remotely resembling the ability to "choose TEMPLATES" and certainly no OK Button. So, for clarity, again, I would suggest to MICROSOFT that they make sure available instructions actually are POSSIBLE to follow. Hmmm. Is that really such a revolutionary idea? David "TheWheel" wrote: Thank you to all in the chain. However, I must assume I have been unclear. I wish to use a pre-existing, Microsoft provided template, obtained through the "live" link to templates from inside Word 2003. By "use" I mean to understand the significance of areas that are "gray" and appear to be fields for input of my information. I asked several very specific and very mechanical questions concerning whether these "gray" spots are intended only to be "overstriken" and obliterated, or whether there may be some slightly more sufisticated manner available to obtain "replacements" of those values. For all the effort Microsoft help demonstrates, and the efforts of the good people above in this thread, I do not see anything addressing these very straightforward mechanical questions. I am starting to suspect that Instead of using all caps for CLIENT NAME and just typing over it, some people use macrobuttons, not to run macros at all, but simply to be obliterated by typing over them. Seems like a gross waste of horsepower. Of course, this really doesn't address the order of operations required to change a document rather than the template when doing so. If I were addressing Microsoft (do "they" listen?) I would suggest that every help topic be reviewed with respect to: Why does one want to do this? What other alternatives are there? From the beginning, what is done? And avoid generalities in the instructions portion of the help. Exemplify by picking an instance and making an example of it. Thanks for all your efforts, and any future comments you may wish to make. -- David "Shauna Kelly" wrote: Hi Wheel To add to what JoAnn and Charles said, it's worth bearing in mind that people create templates for different reasons. When you create a new document from a template, you'll see quite different things depending on what the template creator had in mind. Here are some examples: 1. A template might be created to help people use appropriate formatting. When you create a new document from the template, the body of the document might be completely empty. You can just type the text you choose. Businesses create templates like this to help you use the standard formatting the business has chosen. So when you apply, say, the Heading 1 style, Heading 1 might be defined as blue Arial 16pt. In a different template, Heading 1 might be green Times New Roman 18pt. Some templates like this have additional toolbars to help you insert standard pieces of text, or to apply styles (like Heading 1) easily, or to provide extra functionality to Word. 2. A template might be set up to help you lay out a complex document. A template for a newsletter or flyer might be like this. It may be laid out in columns, it might have a banner on the front with place for a logo. 3. A template might be set up as a form, for example an Application for Leave form. So the template will include text (like "Name") and a place for you to type your name. Some form-type templates are simple forms where you type where indicated. Some might be partly protected so the template will only allow you to type in the right places. Some can be quite sophisticated. For example, when you type your name, the template might look up your name in a database, find your supervisor's name and automatically add the supervisor's name to the document. 4. Other templates are designed to give you standard text as a starting point for your document. In a business, you might have a standard contract for buying goods and services. The template would hold all the required text of the contract, perhaps dozens of pages of text. It may have places for you to type the name of the supplier, the price and so on. Templates like this may or may not care much about formatting or layout. 5. Some templates use a wizard. When you create a new document from this kind of template, a wizard opens that asks you for information, and then puts the information into the new document. There are some built-in wizards in Word. Try File New. In the Task pane at the right, click On My Computer. Now, on the Other Documents tab, click the Calendar Wizard, and then click OK. There are several templates built in to Word (which you can access through File New and "On my computer"). You can download templates from Microsoft at http://office.microsoft.com/en-au/te...323741033.aspx. And, of course, you can create your own templates. Hope this helps. Shauna Kelly. Microsoft MVP. http://www.shaunakelly.com/word "TheWheel" wrote in message ... Nothing I've seen starts at the begining and moves forward! Simple! How do you use a template? File Projects My Templates? THEN WHAT? Are there ANY fields, or do I just type stuff on? If I need additional sets of things, what do I do? Just type them in, or copy and paste the template lines? How should I replace the template text? Search and replace? Highlight and Type? Type and delete? How how how! |
#10
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Hi
I'm beginning to believe that "templates" covers an almost equal number of significant differences with only one indistinct term: templates. "Template" in Microsoft Word lingo is a technical term with a specific meaning: A template is a computer file with a certain internal structure, and the file is normally indicated with the default file extension of .dot. Word uses a file of this kind as the basis from which to create a new document. Or, to put it in other terms, when Word creates a new document, it bases the document on the template you choose (and if you don't choose one, Word bases your new document on the normal.dot template). There's a description of the relationship between templates and documents he What is the relationship between a Word document and its template? http://www.ShaunaKelly.com/word/temp...ons/index.html Creators of templates have a wide variety of tools at their disposal and can build all kinds of sophisticated functionality, formatting and content into their templates. If they do that well, the template will be easy to use. If you are facing a template and wondering what to do with it then, in my view, it's a poor template. Having said all of that, I am conscious that the word "template" is, sadly, used loosely for all kinds of things beyond its specific technical meaning in Word. Outside Word, of course, "template" can mean any number of things depending on the context. Hope this helps. Shauna Kelly. Microsoft MVP. http://www.shaunakelly.com/word "TheWheel" wrote in message ... Suzanne, Indeed. The reason Eskimos are reputted to have seven different names for "snow" is that there are seven significantly different relationships to snow, for the eskimo. I'm beginning to believe that "templates" covers an almost equal number of significant differences with only one indistinct term: templates. I used to create a boiler plate of text and save it in a file I would re-use to cut down typing required... I called that a template at one time. The fill in data was just missing. Nothing fancy. Later Satelite Software Inc produced a word processor that would mail merge a list with a letter. The letter was considered to be a template. The merge points were "fields." That seemed more deserving of the term template. MS Word seems to cover both of these and several other very distinct techniques under an almost uselessly general term: templates. Thus, as you point out, without specific instructions or technical inspection of a template, being that it migh be any one of several very different things, it is impossible to characterize a "template" operationally, or to provide "How to use" instructions, because it is litterally impossible to know what is being talked about. I was interested in using the online Business letter templates, provided through the Microsoft online mechanism. Thank you for your patience and clarity. Being as their are "7" different things a template can be, there are at least "7" very different sets of instuctions relative to operating them. Getting an answer would require knowing both which technology had been used, and how it had been implemented, and the creators intention relative to use. thanks. David "Suzanne S. Barnhill" wrote: Yes, it is very difficult to get to the File New dialog in Word 2002/2003. To do so, you must use File | New... and then select "On my computer" in the New Document task pane. The article to which you refer was probably written for Word 2000 or earlier, where File | New... took you straight to the dialog (see http://sbarnhill.mvps.org/WordFAQs/C...ngWord2002.htm for instructions on regaining this functionality). In that dialog you can create a new template. But that is not what you're asking. If you will tell us exactly which template you're using (give the URL from which you downloaded it), we can tell you how it's supposed to be used. These templates are mostly provided by third parties (not Microsoft) and use a variety of different formatting options. Many templates use MacroButton NoMacro fields; these usually have text such as [Type name here], and when you click on them, they are selected and you overtype them. Other fields may be intended to be filled by a UserForm (wizard) that runs when you create a new document based on the template. But we don't have any way of knowing which of these techniques (or some other) has been used unless we know which template you're talking about. -- 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. "TheWheel" wrote in message ... To provide you with an example of what is not helpful... take the following linked document/instructions: http://www.computorcompanion.com/LPMArticle.asp?ID=22 I would copy and paste verbatim, but I think it may be protected... (against what I ask) Open a blank template in Word by clicking File|New and be sure to choose the TEMPLATE option before you click OK. Aside from the fact that there is no TEMPLATE option in Word 2003 ![]() Do you understand at all? Not one entire instruction into the process, and it does not work. It isn't even possible as written. I'm getting an irritating right hand panel with many icons and links, even headers and a search field, and nothing remotely resembling the ability to "choose TEMPLATES" and certainly no OK Button. So, for clarity, again, I would suggest to MICROSOFT that they make sure available instructions actually are POSSIBLE to follow. Hmmm. Is that really such a revolutionary idea? David "TheWheel" wrote: Thank you to all in the chain. However, I must assume I have been unclear. I wish to use a pre-existing, Microsoft provided template, obtained through the "live" link to templates from inside Word 2003. By "use" I mean to understand the significance of areas that are "gray" and appear to be fields for input of my information. I asked several very specific and very mechanical questions concerning whether these "gray" spots are intended only to be "overstriken" and obliterated, or whether there may be some slightly more sufisticated manner available to obtain "replacements" of those values. For all the effort Microsoft help demonstrates, and the efforts of the good people above in this thread, I do not see anything addressing these very straightforward mechanical questions. I am starting to suspect that Instead of using all caps for CLIENT NAME and just typing over it, some people use macrobuttons, not to run macros at all, but simply to be obliterated by typing over them. Seems like a gross waste of horsepower. Of course, this really doesn't address the order of operations required to change a document rather than the template when doing so. If I were addressing Microsoft (do "they" listen?) I would suggest that every help topic be reviewed with respect to: Why does one want to do this? What other alternatives are there? From the beginning, what is done? And avoid generalities in the instructions portion of the help. Exemplify by picking an instance and making an example of it. Thanks for all your efforts, and any future comments you may wish to make. -- David "Shauna Kelly" wrote: Hi Wheel To add to what JoAnn and Charles said, it's worth bearing in mind that people create templates for different reasons. When you create a new document from a template, you'll see quite different things depending on what the template creator had in mind. Here are some examples: 1. A template might be created to help people use appropriate formatting. When you create a new document from the template, the body of the document might be completely empty. You can just type the text you choose. Businesses create templates like this to help you use the standard formatting the business has chosen. So when you apply, say, the Heading 1 style, Heading 1 might be defined as blue Arial 16pt. In a different template, Heading 1 might be green Times New Roman 18pt. Some templates like this have additional toolbars to help you insert standard pieces of text, or to apply styles (like Heading 1) easily, or to provide extra functionality to Word. 2. A template might be set up to help you lay out a complex document. A template for a newsletter or flyer might be like this. It may be laid out in columns, it might have a banner on the front with place for a logo. 3. A template might be set up as a form, for example an Application for Leave form. So the template will include text (like "Name") and a place for you to type your name. Some form-type templates are simple forms where you type where indicated. Some might be partly protected so the template will only allow you to type in the right places. Some can be quite sophisticated. For example, when you type your name, the template might look up your name in a database, find your supervisor's name and automatically add the supervisor's name to the document. 4. Other templates are designed to give you standard text as a starting point for your document. In a business, you might have a standard contract for buying goods and services. The template would hold all the required text of the contract, perhaps dozens of pages of text. It may have places for you to type the name of the supplier, the price and so on. Templates like this may or may not care much about formatting or layout. 5. Some templates use a wizard. When you create a new document from this kind of template, a wizard opens that asks you for information, and then puts the information into the new document. There are some built-in wizards in Word. Try File New. In the Task pane at the right, click On My Computer. Now, on the Other Documents tab, click the Calendar Wizard, and then click OK. There are several templates built in to Word (which you can access through File New and "On my computer"). You can download templates from Microsoft at http://office.microsoft.com/en-au/te...323741033.aspx. And, of course, you can create your own templates. Hope this helps. Shauna Kelly. Microsoft MVP. http://www.shaunakelly.com/word "TheWheel" wrote in message ... Nothing I've seen starts at the begining and moves forward! Simple! How do you use a template? File Projects My Templates? THEN WHAT? Are there ANY fields, or do I just type stuff on? If I need additional sets of things, what do I do? Just type them in, or copy and paste the template lines? How should I replace the template text? Search and replace? Highlight and Type? Type and delete? How how how! |
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Shauna has addressed most of the points I was going to make, but herewith a
few more comments: 1. Although the word "template" has many meanings in the world in general, in Word it means one thing: a .dot file. You could regard a mail merge main document as a sort of template, and many users reuse documents as templates, but neither is a .dot file, so it isn't a *Word* template. 2. Templates can be constructed and used in many ways: * Some of the Word templates at Office Online depend heavily on text boxes and graphic elements (the sort of layout really more suitable for Publisher), and these can be very confusing if you want to customize them very much. * Many of the templates that ship with Word include "wizards" (basically just UserForms) that allow you to enter text to be inserted at specific points in the resulting document or added to a modified template. * Many of these built-in templates use MacroButton fields for entering text or checking boxes. Most users find these easy to use but puzzling to duplicate. * Some templates (such as invoices) use form fields and formula fields. Some are a blank slate that provides only a set of styles; others provide a lot of built-in formatting (fancy headers/footers, watermarks, etc.). All this depends on what they are intended to do. If what you are trying to do with a template doesn't match what it is intended to do, then you are going to be frustrated. I submit, however, that it is always helpful to get as much information as you can about the "shape" and construction of a document by displaying nonprinting characters, text boundaries, table gridlines, and all the other available clues (see http://word.mvps.org/FAQs/General/RevealCodes.htm). Something as simple as being able to see that a résumé is set up as a table would help a lot of users. -- 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. "TheWheel" wrote in message ... Suzanne, Indeed. The reason Eskimos are reputted to have seven different names for "snow" is that there are seven significantly different relationships to snow, for the eskimo. I'm beginning to believe that "templates" covers an almost equal number of significant differences with only one indistinct term: templates. I used to create a boiler plate of text and save it in a file I would re-use to cut down typing required... I called that a template at one time. The fill in data was just missing. Nothing fancy. Later Satelite Software Inc produced a word processor that would mail merge a list with a letter. The letter was considered to be a template. The merge points were "fields." That seemed more deserving of the term template. MS Word seems to cover both of these and several other very distinct techniques under an almost uselessly general term: templates. Thus, as you point out, without specific instructions or technical inspection of a template, being that it migh be any one of several very different things, it is impossible to characterize a "template" operationally, or to provide "How to use" instructions, because it is litterally impossible to know what is being talked about. I was interested in using the online Business letter templates, provided through the Microsoft online mechanism. Thank you for your patience and clarity. Being as their are "7" different things a template can be, there are at least "7" very different sets of instuctions relative to operating them. Getting an answer would require knowing both which technology had been used, and how it had been implemented, and the creators intention relative to use. thanks. David "Suzanne S. Barnhill" wrote: Yes, it is very difficult to get to the File New dialog in Word 2002/2003. To do so, you must use File | New... and then select "On my computer" in the New Document task pane. The article to which you refer was probably written for Word 2000 or earlier, where File | New... took you straight to the dialog (see http://sbarnhill.mvps.org/WordFAQs/C...ngWord2002.htm for instructions on regaining this functionality). In that dialog you can create a new template. But that is not what you're asking. If you will tell us exactly which template you're using (give the URL from which you downloaded it), we can tell you how it's supposed to be used. These templates are mostly provided by third parties (not Microsoft) and use a variety of different formatting options. Many templates use MacroButton NoMacro fields; these usually have text such as [Type name here], and when you click on them, they are selected and you overtype them. Other fields may be intended to be filled by a UserForm (wizard) that runs when you create a new document based on the template. But we don't have any way of knowing which of these techniques (or some other) has been used unless we know which template you're talking about. -- 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. "TheWheel" wrote in message ... To provide you with an example of what is not helpful... take the following linked document/instructions: http://www.computorcompanion.com/LPMArticle.asp?ID=22 I would copy and paste verbatim, but I think it may be protected... (against what I ask) Open a blank template in Word by clicking File|New and be sure to choose the TEMPLATE option before you click OK. Aside from the fact that there is no TEMPLATE option in Word 2003 ![]() Do you understand at all? Not one entire instruction into the process, and it does not work. It isn't even possible as written. I'm getting an irritating right hand panel with many icons and links, even headers and a search field, and nothing remotely resembling the ability to "choose TEMPLATES" and certainly no OK Button. So, for clarity, again, I would suggest to MICROSOFT that they make sure available instructions actually are POSSIBLE to follow. Hmmm. Is that really such a revolutionary idea? David "TheWheel" wrote: Thank you to all in the chain. However, I must assume I have been unclear. I wish to use a pre-existing, Microsoft provided template, obtained through the "live" link to templates from inside Word 2003. By "use" I mean to understand the significance of areas that are "gray" and appear to be fields for input of my information. I asked several very specific and very mechanical questions concerning whether these "gray" spots are intended only to be "overstriken" and obliterated, or whether there may be some slightly more sufisticated manner available to obtain "replacements" of those values. For all the effort Microsoft help demonstrates, and the efforts of the good people above in this thread, I do not see anything addressing these very straightforward mechanical questions. I am starting to suspect that Instead of using all caps for CLIENT NAME and just typing over it, some people use macrobuttons, not to run macros at all, but simply to be obliterated by typing over them. Seems like a gross waste of horsepower. Of course, this really doesn't address the order of operations required to change a document rather than the template when doing so. If I were addressing Microsoft (do "they" listen?) I would suggest that every help topic be reviewed with respect to: Why does one want to do this? What other alternatives are there? From the beginning, what is done? And avoid generalities in the instructions portion of the help. Exemplify by picking an instance and making an example of it. Thanks for all your efforts, and any future comments you may wish to make. -- David "Shauna Kelly" wrote: Hi Wheel To add to what JoAnn and Charles said, it's worth bearing in mind that people create templates for different reasons. When you create a new document from a template, you'll see quite different things depending on what the template creator had in mind. Here are some examples: 1. A template might be created to help people use appropriate formatting. When you create a new document from the template, the body of the document might be completely empty. You can just type the text you choose. Businesses create templates like this to help you use the standard formatting the business has chosen. So when you apply, say, the Heading 1 style, Heading 1 might be defined as blue Arial 16pt. In a different template, Heading 1 might be green Times New Roman 18pt. Some templates like this have additional toolbars to help you insert standard pieces of text, or to apply styles (like Heading 1) easily, or to provide extra functionality to Word. 2. A template might be set up to help you lay out a complex document. A template for a newsletter or flyer might be like this. It may be laid out in columns, it might have a banner on the front with place for a logo. 3. A template might be set up as a form, for example an Application for Leave form. So the template will include text (like "Name") and a place for you to type your name. Some form-type templates are simple forms where you type where indicated. Some might be partly protected so the template will only allow you to type in the right places. Some can be quite sophisticated. For example, when you type your name, the template might look up your name in a database, find your supervisor's name and automatically add the supervisor's name to the document. 4. Other templates are designed to give you standard text as a starting point for your document. In a business, you might have a standard contract for buying goods and services. The template would hold all the required text of the contract, perhaps dozens of pages of text. It may have places for you to type the name of the supplier, the price and so on. Templates like this may or may not care much about formatting or layout. 5. Some templates use a wizard. When you create a new document from this kind of template, a wizard opens that asks you for information, and then puts the information into the new document. There are some built-in wizards in Word. Try File New. In the Task pane at the right, click On My Computer. Now, on the Other Documents tab, click the Calendar Wizard, and then click OK. There are several templates built in to Word (which you can access through File New and "On my computer"). You can download templates from Microsoft at http://office.microsoft.com/en-au/te...323741033.aspx. And, of course, you can create your own templates. Hope this helps. Shauna Kelly. Microsoft MVP. http://www.shaunakelly.com/word "TheWheel" wrote in message ... Nothing I've seen starts at the begining and moves forward! Simple! How do you use a template? File Projects My Templates? THEN WHAT? Are there ANY fields, or do I just type stuff on? If I need additional sets of things, what do I do? Just type them in, or copy and paste the template lines? How should I replace the template text? Search and replace? Highlight and Type? Type and delete? How how how! |
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