David
You may be sweating the small stuff because fax and memo templates are
relatively simple matters thanks to the great advice here you've been
given here. For legal work, though, what will probably demand your
attention in much larger quantities is numbering, especially outline
numbering.
What used to be a snap in WordPerfect will now take on a nightmarish
quality during your learning phase - and long thereafter. That's a
promise.
When you have the time, this site will give you a nice clear picture
of the best way to set up outline numbering:
http://www.shaunakelly.com/word/numbering/OutlineNumbering.html
The microsoft.public.word.numbering thread is where to turn with your
questions about numbering.
Below is a long piece that I occasionally post on that thread. It
attempts to answer the most basic questions a Word newbie may have
about numbering, as well as suggest ways of getting real solutions in
response to your posts. Hope you find it of some value.
======================================================================
Some posts sink into the abyss, ignored, while others attract answers
like magnets. Which will yours be?
Numbering posts that go unanswered usually demand TOO MUCH GUESSWORK.
Here are some things you shouldn't be making others guess at.
IS YOUR LIST SIMPLE OR OUTLINE NUMBERED? (A lot of people don't know
the difference.)
Simple numbering has only one level and is independent of other lists.
1. Apples
2. Oranges
3. Pears
i. Liberte
ii. Egalite
iii. Fraternite
* Butter
* Bullets
Outline numbering can have up to nine levels, with each higher level
depending on lower levels for its starting value. YOU NEED A
DIFFERENT STYLE FOR EACH LEVEL.
1. Apples
1.1 Skin
(a) Color
(b) Thickness
1.2 Harvest
(a) Equipment
(b) Season
(i) Spring
(ii) Summer
2. Oranges
2.1 Skin
ALTHOUGH THERE ARE MANY WAYS TO DO NUMBERING AND BULLETS,
IT'S GENERALLY ACKNOWLEDGED THAT
* Grabbing numbers and bullets off the Formatting toolbar can be
dangerous because lists created this way often get broken up later on.
It's much safer to use actual styles from the styles collection,
avoiding the toolbar numbers/bullets altogether.
* The easiest, most reliable way to do simple 1,2,3 lists is with the
five built-in List Number styles.
* The easiest, most reliable way to do outline numbering is with the
built-in Heading styles 1-9.
* The easiest, most reliable way to do bullets is with the five
built-in List Bullet styles.
NEW TO OUTLINE NUMBERING? VISIT THESE HOW-TO RESOURCES
http://www.shaunakelly.com/word/numbering/OutlineNumbering.html
http://www.mvps.org/word/
IS RE-STARTING NUMBERING YOUR PROBLEM?
http://www.syntagma.demon.co.uk/FAQs/ListRestartMethods.html
WHAT EXACTLY ARE YOU USING TO CREATE YOUR NUMBERS?
This is the single most important fact of all. Are you using . . . ?
* Outline numbered styles such as the built-in Heading 1-9 styles? Or
user-defined styles?
* List number styles such as List Number, List Number 2, etc.?
* Bulleted styles such as List Bullet, List Bullet 2, etc.?
* 1,2,3 numbering from the Formatting toolbar that shows up as Normal
style but works like an outline when tabbed? or its equally deadly
twin sister, List Styles?
* the { LISTNUM } field, the { SEQ } field or some other field?
Unless you specify exactly how you're creating numbers, it's next to
impossible to help you.
HOW MANY LEVELS ARE THERE? (Simple lists have but one level.)
TO WORK IN THE OUTLINE NUMBERING DIALOG, ARE YOU EDITING THE
FIRST LEVEL HEADING STYLE? THAT'S THE ONLY WAY THAT WORKS!
Do NOT go to the outline numbering dialog through Format > Bullets and
Numbering! Instead, put your cursor on the first level heading style
and edit the style regardless of the level you want to change. The
correct access is: Format > Style > Modify > Format > Numbering >
Customize > More.
WHICH LEVELS ARE TITLED?
Note the big difference between level 3 and levels 1-2:
1. Registration.
1.1 Dates. Registration dates are October 2-5, 2007.
(a) Alternative dates may be announced later.
Levels 1-2 have short titles that may need to be captured for your
Table of Contents, while level 3 has no titles to capture. The
treatment may be completely different.
You should always indicate when your numbering has to be
cross-referenced or indexed for a table of contents, table of
authorities, etc., because that requirement is the horse that draws
the numbering cart.
THE EASIEST-TO-UNDERSTAND EXAMPLES ARE REAL-LIFE ONES PASTED FROM
YOUR DOCUMENT.
GOOD:
1. Registration.
1.1 Dates. Registration dates are October 2-5, 2007.
(a) Alternative dates may be announced later.
BAD:
1. blah
1.1 blah
(a) blah
OTHER POTENTIALLY HELPFUL FACTS
* What version of Word are you using?
* What kind of document is this? a legal document? a manual? a term
paper?
* How far along the way are you? almost finished? just starting?
somewhere in between? Different solutions may apply depending on how
much of the work is already done.
* Do you know VBA or are you trying to learn?
ONE PROBLEM PER POST
One is hard enough to solve. When you ask for multiple solutions to
multiple problems, as if from a shopping list, you're liable to get
nothing in return.
EXCESSIVE LENGTH A TURN-OFF
People won't wade through pages and pages of background. Just the
facts, ma'am.
u kin bett yur botum dolalr tht messajes lik tihs wnto git 2 Minnie
reponsez.
If at first you don't succeed, rewrite and post again. Spell it out.
Draw pictures. This is what I'm getting, this is what I need. When
your question becomes understandable someone will eventually respond -
but not until then. And after posting it's a good idea to come back
and check the thread for a few weeks; answers often arrive weeks late.
Jay Freedman said:
Hi, David,
Word and VBA don't work that way. There are a couple of possible
alternatives.
The most amateurish -- an probably the most common -- is to have the
macro call a series of InputBox statements to get one line at a time,
and store the result into the proper places in the document (which are
usually marked by bookmarks that you create in the template). Users
tend to get annoyed by the input boxes popping up and having to click
OK to close each one.
A better alternative is to create a "userform" -- a custom dialog box
-- with input areas for all the information the document needs. The
user tabs from one area to the next and fills them in, and then clicks
an OK button just once. The code of the userform then transfers all
the items to their places in the document. Tutorials on userforms are
at
http://www.dragondrop.com/wordcoding/word011a.asp
http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm
Finally, an improvement on the userform-based document is to store the
data in "document variables" (invisible storage) and to use
DocVariable fields to display their values wherever they're needed in
the document. Bookmarks are easily deleted by mistake, but the fields
are more robust.
that some variable keyboard strokes can be inserted into a document,
and then have the macro continue running thereafter? (The specifics
are a macro for a memorandum document; I'd like to be able to pause it
for the recipient's name, and again for the regarding line, but all of
the other information remains the same all the time, until the macro
stops at the beginning of the body of the text.)