Template Wizard Creation

[Kelly van Til]

Could someone please point me to a website or instructions on how to create
a Word Wizard or if i have the right discription.

I have a letter i need to create however their are 7 different paragraphs i
could include in the letter in different combinations. I want to be able to
choose the paragraph's i would like to send to that client depending on
their needs.

Any help appreciated

Thanks

Kelly

 

[Charles Kenyon]

A wizard is really overkill for this; it is a multipage form. Put your
various paragraphs in AutoText in your template. You could use a checkbox in
a userform to check off which ones you want in a single-page userform or
simply put a custom AutoText toolbar in your template that has your entries,
perhaps in combination with an AutoTextList field for your first body
paragraph.

See the page on how to create a userform on the MVP FAQ site.

In designing your letter, 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.


Also take a look at:

Letterhead Tips and Instructions
http://home.zebra.net/~sbarnhill/Letterhead.htm

Letterhead Textboxes and Styles tutorial
http://addbalance.com/word/download/index.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).