Automatic headers for letters

R

Ronald Florence

How can I set up a letterhead template so the first line of the inside
address is automatically configured on the left side of the header of
pages after the first page of the letter? In other words, if the
inside address is

Joe Blow
123 Any Street
Anywhere, Some State 12345

the headers of pages after the first will read

Joe Blow current-date page#

(The current-date and page# are easy.) For what it is worth, this is
automatic with the letter layout of LaTeX or LyX. Word.X (because
Endnote won't work with Word-2004), MacOS 10.3.4. Thanks,
 
C

Clive Huggan

Hello Ronald,

One way is to assign a heading style to "Joe Blow" outside of the range you
would normally use (say, Heading 9). (You could use another style but
deep-down heading levels are probably best.)

You would then manually modify the appearance of this paragraph (i.e., the
one-line paragraph containing "Joe Blow"), back to the same appearance as
the other elements of the name and address (you could also re-define the
style to this appearance).

To have a header that does not appear on the first page, choose Format ->
Document -> Layout -> tick "Different first page" -> OK.

Click in the 2nd page and choose View menu -> Header and Footer. Make sure
the header that appears does not read "First page header" -- if it does,
move to "Header" using the Header and Footer toolbar.

With the insertion point in the header, choose Insert menu -> Field. In the
right-hand scroll box (titled "Field names"), scroll to StyleRef and select
it. Click the Options button and click the "Styles" tab and scroll to the
heading level you chose; select it; click on the "Add to field" button -> OK
-> OK.

StyleRef will automatically place "Joe Blow" (the wording to which you
assigned the Heading 9 style) in the header without any other specific
action on your part, and all subsequent words entered in that first line
will also appear automatically in the header of any documents based on this
document.

But hang around -- someone may have a much simpler solution!

Cheers,

Clive Huggan
Canberra, Australia
(My time zone is at least 5 hours different from the US and Europe,
so my follow-on responses to those regions can be delayed)
============================================================

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============================================================
 
R

Ronald Florence

Clive Huggan said:
One way is to assign a heading style to "Joe Blow" outside of the range you
would normally use (say, Heading 9). (You could use another style but
deep-down heading levels are probably best.)

You would then manually modify the appearance of this paragraph (i.e., the
one-line paragraph containing "Joe Blow"), back to the same appearance as
the other elements of the name and address (you could also re-define the
style to this appearance).

Thanks for the reply. If I understand this, it would involve
redefining the Heading-9 style for each letter, which is roughly as
much work as pasting the the contents of the first line of the inside
address into left side of the second-page header. I was hoping for an
automatic solution, like the letter layout in LaTeX or LyX. Regards,
 
C

Clive Huggan

No, thank goodness! You only do it once.

There are two ways to do it, depending on whether you changed the style or
you manually re-formatted the Heading 9 paragraph.

If you do this more than just occasionally, you should re-define the style
(just on one occasion) and only use Heading 9 for this purpose:

1. Select the whole paragraph, including the paragraph mark that follows
"Blow" (keying Command-8 will show the backwards P paragraph mark if it's
not visible already).

2. Apply the re-formatting.

3. Click in the field where "Heading 9" appears in the formatting palette
and/or on one of your toolbars, depending on which version of Word you are
using and how you have configured it.

4. Hit the Return key.

5. Agree to update the definition of the style.

From then on, Heading 9 will be defined as you have specified.

To understand the significance of this, you should start on the journey of
understanding Word's styles -- it's not a short one, but it's very
rewarding. Essentially Word is styles-centric software, with enormous
potential for configuration. You can get some ideas from some notes on how I
use Word, which are downloadable free from
http://www.mvps.org/word/FAQs/WordMac/Bend/BendWord.htm -- the styles
section can be found by doing a Find command for "keys to consistency" (the
full article is "Styles and templates ‹ the keys to consistency and saving
time"). I mention several other sources of information on styles in that
section.

Using styles, your eventual goal should be to create a Word *template* for
this type of document. The subject of templates is too long for here, but if
you are interested it's covered in my notes as above. It's not very
complicated once you understand the principles -- it would take anyone
familiar with styles management a minute to create a template.

If you want to avoid doing it by styles and a template, just copy the
document, delete the unique text (including "Joe Blow", but not the
paragraph mark at the end of that line) and save the document. Then on
future occasions open it, hit F12 or File menu -> Save As, and fill in the
new details. The paragraph containing "Joe Blow" will always be in Heading 9
format. But that option contains the potential for corruption (do a Find
command for "corruption" in my notes).

I hope this fixes your immediate problem, Ronald, and starts you on an
interesting journey towards more convenient use of Word!

Cheers,

Clive Huggan
Canberra, Australia
(My time zone is at least 5 hours different from the US and Europe,
so my follow-on responses to those regions can be delayed)
============================================================
 
R

Ronald Florence

Clive Huggan said:
To understand the significance of this, you should start on the journey of
understanding Word's styles -- it's not a short one, but it's very
rewarding.

I do all Word formatting with styles and have a Word template for
letters like the one I am discussing. The inside address block in my
Word letter template is in a style called (surprise) "inside address."
Following typical letter-writing conventions, the inside address block
may have many lines, of which I am interested only in the first for
the headers of subsequent pages. The contents of the inside address
are, of course, blank in the template.

If I understand what you write, you want me to change the style of the
first line of the inside address block to Header-9 and to configure
that style to match the rest of the inside address. OK. And then to
set the leftmost portion of the second-and-subsequent-page header to
Header-9 style. OK. Now, when I begin a letter and enter the
addressee in the first line of the inside address block, what do I
have to do to get the contents of that line in the leftmost portion of
the second-and-subsequent-page headers? They will be in the same
"style" as the addressee, but the content will not be the same unless
I update the Header-9 style to include the content of the addressee
line. Is that correct?

It it is, that is exactly the kind of kluge -- confusing styles (i.e.,
format and structure) with content -- that has has made me very
reluctant indeed to switch to Word.

[ps. I'm curious why you and the other gurus on the Microsoft Office
newsgroups insist on top-posting? As long as I've been reading
Usenet, which goes back to 1987, bottom posting and editing included
material -- which makes posts much easier to read -- has been the norm
in every group except the Microsoft Office groups.]

Thanks for your continued attention to my query.
 
C

Clive Huggan

Ronald,

First, to answer your PS: Top-posting allows people who service a number of
these newsgroups to check discussions to see if their area of expertise is
involved. Scrolling down, especially if there has been little snipping
(which unfortunately is the norm), takes time. I don't get time to answer
as many as some MVPs, who handle dozens per day, and it makes a big
difference to them. All of us are volunteers, not Microsoft employees, and
we want to maximize the efficiency of the service we provide. ;-)

A useful alternative when there are several aspects to address, which I'll
use here, is to comment in-line.


I do all Word formatting with styles and have a Word template for
letters like the one I am discussing.

Misjudgement on my part, caused by not knowing this.
The inside address block in my
Word letter template is in a style called (surprise) "inside address."
Following typical letter-writing conventions, the inside address block
may have many lines, of which I am interested only in the first for
the headers of subsequent pages. The contents of the inside address
are, of course, blank in the template.

In that case, just nominate "inside address" as the style in StyleRef -- too
easy! (i.e., forget about Heading 9 -- the fact that you use purpose-built
styles means there is no advantage in using a Heading style. As I said, one
can allocate any style to StyleRef.)

.... Unless you currently have each line in the name-and-address block ending
in a soft return (Shift-Return), which I follow as a convention. In that
case the whole of the name and address would appear in the header. I'd have
a slight preference for creating a different style name (but not formatting)
for the first line and nominating the new style name as the basis for the
StyleRef field. Let's say you'd call the new style "inside address 1".
If I understand what you write, you want me to change the style of the
first line of the inside address block to Header-9

Not now, as above, though you need to distinguish between Head*ing* (as in
styles) and a header at the top of the doc.
and to configure
that style to match the rest of the inside address. OK.

Not now, as above.
And then to
set the leftmost portion of the second-and-subsequent-page header to
Header-9 style.

No, I didn't say that -- I said to insert a StyleRef field as the left-most
element (square brackets are new words added in this present post):

'With the insertion point in the header, choose Insert menu -> Field. In
the right-hand scroll box (titled "Field names"), scroll to StyleRef and
select it. Click the Options button and click the "Styles" tab and scroll to
the heading level [now it's the "inside address" or :inside address 1"] that
you chose; select it; click on the "Add to field" button -> OK -> OK.'

I then said:

'StyleRef will automatically place "Joe Blow" (the wording to which you
assigned the Heading 9 style [now it's "inside address 1", of course]) in
the header without any other specific action on your part, and all
subsequent words entered in that first line will also appear automatically
in the header of any documents based on this document.'

StyleRef displays the *content* of the first instance of the style that you
nominate. As I mentioned above, you could just leave the style of the first
("Joe Blow") line as "inside address" if you have ended it with a hard
return, but I've assumed you may be using a soft return.
OK. Now, when I begin a letter and enter the
addressee in the first line of the inside address block, what do I
have to do to get the contents of that line in the leftmost portion of
the second-and-subsequent-page headers?
Nothing.

They will be in the same
"style" as the addressee,

No, they will be in the Header [sic] style.
but the content will not be the same unless
I update the Header-9 style to include the content of the addressee
line. Is that correct?
No.

It it is, that is exactly the kind of kluge -- confusing styles (i.e.,
format and structure) with content -- that has has made me very
reluctant indeed to switch to Word.

Well, your premise is misplaced, so it isn't a "kluge" (sorry, I don't speak
your dialect and don't know what a "kluge" is, but I get the drift).

If you want more detailed notes to follow, download "Bend Word to your Will"
(URL as in previous post) and do a Find command for " Header that shows the
wording of the chapter heading". The notes there are for the same principle,
and there is more discussion.

Ronald, if you follow my post more closely this time and after that are not
delighted with what Word can do via StyleRef, post back and let me know. In
practice it is a do-it-once-and-forget-it, totally automated solution.


Clive Huggan
Canberra, Australia
(My time zone is at least 5 hours different from the US and Europe,
so my follow-on responses to those regions can be delayed)
============================================================
[ps. I'm curious why you and the other gurus on the Microsoft Office
newsgroups insist on top-posting? As long as I've been reading
Usenet, which goes back to 1987, bottom posting and editing included
material -- which makes posts much easier to read -- has been the norm
in every group except the Microsoft Office groups.]

Thanks for your continued attention to my query.
 
R

Ronald Florence

Clive Huggan said:
'StyleRef will automatically place "Joe Blow" (the wording to which you
assigned the Heading 9 style [now it's "inside address 1", of course]) in
the header without any other specific action on your part, and all
subsequent words entered in that first line will also appear automatically
in the header of any documents based on this document.'

StyleRef displays the *content* of the first instance of the style that you
nominate.

My goof! I confused style with StyleRef. This makes sense and would
appear to be a fine solution, especially if I can link the "inside
address 1" style to the "inside address" style so the balance of the
inside address in the proper "inside address" style will automagically
follow the addressee in "inside address 1" style.
First, to answer your PS: Top-posting allows people who service a number of
these newsgroups to check discussions to see if their area of expertise is
involved. [...]
A useful alternative when there are several aspects to address, which I'll
use here, is to comment in-line.

The latter is definitely preferable, and in keeping with Usenet
tradition and proper practice.

Thanks again for your helpful responses to my original query, and for
your patience in spite of my misreading of your proposed solution.

Regards,
 

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