How to use one

[DebD]

I have a letterhead template. I guess I am having a mental block day!

We are a law firm. When we get a new file, we set up "shell letters" they
are pre-addressed and have the Re: line complete, etc. We open them, save as,
give them a name and type our letter. Here's the problem. When we want to
update our letterhead, we have to go in and change 1000 letters! So, the
other secretary and I had this idea: There is NO LETTERHEAD. When you open
the shell and save as, in your new document you insert the letterhead into
the header using a AutoText function. We love it. Of course, we are getting
flack! I think that is the answer. On the other hand, lets say I have the
letterhead saved as a Template also. I open my shell letter, save
as..........now, how do I activate the saved template into this new letter?

 

[Frank Pytel]

DebD;

When you say shell letters, I assume you mean pre conceived text. why not
setup a mail merge document and map it to an excel file that has prefilled
data. You could have several different mail merges. Or setup your letter in
excel completely. Merge cells to make the body for your letter and enter
concatenate(a1,b2) etc. Only one letterhead to track and one file to keep
until you save that file. If you want to save time you could link two
spreadsheets. One with your letterhead and the other with your shell data.
You also might try an access database. This would be helpful too. Try to get
it out of word for your best results, if you are using common data on a
regular basis. Excel in not just for computations.

God Bless

Frank Pytel

 

[DebD]

In a perfect world I would do any one of those things. I'm dealing with the
software challenged! We came up with a perfectly good solution (autotext the
letterhead) and it works very well. We are just trying to get a unanimous
vote! We don't want letters down the road to change, so we are not "linking"
but know how........