How to establish letterhead template on Letters & Faxes tab, Word2002

[TommyDee]

Using Word 2002.

I need some help or direction to establish a letterhead template.

I created a letterhead template. I want it to appear in the Templates
Window under the Letters and Fax tab. I did a "save as" .dot and placed
it in the F:\program files\office\templates\letters & faxes folder but
it doesn't show up in the Templages Window under the L &T tab.And when
it does appear I'd like to see a preview of it also.

When I created the prototype template and put it on my desktop it
appeared under the General tab, but with no preview capability. Also,
the dot extension on the name appeared whereas the other templates had
no extensions in their names. However, when you right clicked on any
other template and selected properties, the name showed with the dot
extension but the .dot did not appear in the template screen tabs. How
did they do that?

TIA

 

[Charles Kenyon]

First, you probably do not want your template to have preview capability.
This bloats the size of the template and any resulting documents.

In your templates folder, create a folder named "Letters & Faxes." Put your
template there and it will be under the tab you want. 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.

You may want to 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.htm#LetterheadTextboxesAndStylesTutorial

Template Basics
http://www.addbalance.com/usersguide/templates.htm

How to Create a Template - Part 2 - essential reading
http://www.mvps.org/word/FAQs/Customization/CreateATemplatePart2.htm

Word "Forms"
http://www.addbalance.com/word/wordwebresources.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).

If you are interested in creating templates that will work with the letter
wizard or use that wizard, you should look at the chapter on Advanced
Document Formatting in Using Office 2003 (or whatever your version is),
Special Edition, by Ed Bott and Woody Leonhard. It has detailed instructions
including instructions on getting the fields you want from your Outlook
Contacts for addressing a letter. (Chapter 19 of SE Using Office 2003) You
should be able to get this through your public library or at Amazon.com
http://www.amazon.com/exec/obidos/ISBN=0789729555/balancecheckbookA/

Finally, take a look at the letter templates that come with Word. While they
are no great shakes as letterhead, they do use styles and AutoText lists
very well. If you use the same style names that are used in those templates
in your own letterhead for the same parts of the document, you will have
better luck with using the built-in AutoText entries in Word.

Hope this helps,