Letterhead Template -- Best Practices

[Ridge Kennedy]

Dear All,

I have developed a letterhead template for the organization where I work.
Thus far, it is just a one-trick pony. It allows a user to see or hide (and
print or not print) the organization letterhead design -- the standing
elements such as the logo, address, horizontal rules and such. That way they
can fax directly from the computer "on letterhead" or print a letter on
pre-printed letterhead (logo in color and all that).

I have two questions.

1) What other functionality could/should I add to the template to make it
something that users will really appreciate, and therefore get them to buy
in a little more in the idea of using more of our Word & network
capabilities? And are there any recommended best practices for creating an
organizational letterhead template?

2) What is the best forum to discuss this kind of question in? In surveying
the list of MS forums, I didn't see on that seemed like a perfect fit, so I
started here where I have started here with the intention of seeking
guidance.

Sincerely,

Ridge (keeping the world safe for CPAs) in New Joisey

 

[Doug Robbins - Word MVP - DELETE UPPERCASE CHARACT]

Inserting a userform in the template that contains textboxes, comboboxes etc
into which or in which the users can enter or select information that goes
into the standard layout part of the letter so that when they have entered
that information, and clicked on a button, the selection is automatically at
the point in the new document where they would start typing the body of the
letter/fax/etc.

See the article “How to create a Userform” at:

http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm

That's a very basic example, but it is the basis of developing a very
capable system.


--
Please post any further questions or followup to the newsgroups for the
benefit of others who may be interested. Unsolicited questions forwarded
directly to me will only be answered on a paid consulting basis.

Hope this helps
Doug Robbins - Word MVP

 

[Suzanne S. Barnhill]

I agree that a UserForm is really helpful. With or without it, using
dedicated styles with appropriate "next styles" set is also helpful. See
http://home.zebra.net/~sbarnhill/Letterhead.htm



"Doug Robbins - Word MVP - DELETE UPPERCASE CHARACTERS FROM EMAIL ADDRESS"

 

[Charles Kenyon]

Consider setting up the letterhead in such a way that there is a master
template that contains your letterhead headers and footers (including any
graphics), and styles. Have any form letter templates based on the template
refer back to it for those elements. This can be done with bookmarks and
macros. That way, if you make a change in your base template, all subsidiary
templates will reflect that change in new documents.

(You could have your base elements in a document or elsewhere as well, just
so it is a common site and just one document.)

I have some subsidiary templates that have their own continuation headers
instead of using the ones in the base. The macros have to be modified for
that.

--

Charles Kenyon

See the MVP FAQ: <URL: http://www.mvps.org/word/> which is awesome!
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