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Instructions for use of EasyNewDocument.dotm / dotx / dot

By Charles Kyle Kenyon

The sample template package was designed in response to a question about how to add a header to every new document automatically. The answer was that you don’t want to do that, since every new document includes envelopes and labels where headers don’t work.

Instead, you use a template that contains your header. But then, how do you use the template easily?

First, you can put a shortcut to the template on your desktop and/or in your Windows Start menu. That can be used to create a new document with your header. Second, you can place the template in your User Templates Folder and use File > New to get to it.

The enclosed template can also be used in the Word Startup Folder. Doing this gives you access the macro in the template to create a new document base on the template.

Table of Contents

bulletDifferent templates for different versions of Word
bulletWord 2007 and later
bulletMacro-free version
bulletWord 2003 and earlier – with or without macro
bulletAll Versions of Word
bulletHow to modify the template to meet your needs.
bulletWhere to save the template
bulletBackground Information
bulletAbout the Content of the template
bulletHeaders
bulletMacrobutton Prompts
bulletFormatting
bulletAbout the macro
bulletAs-Is – No Warranty
bulletShareware

Different templates for different versions of Word


Word 2007 and later


If placed in the Startup Folder, and if that folder is designated as a Trusted Location in your Trust Center settings, a Quick Action Toolbar modification will appear on your QAT. I screenshot with the tooltip showing from putting the mouse pointer over it appears below.

This is version 2014.02.

 
Macro-free version

A version of the template without the macro or QAT modification is enclosed as EasyNewTemplate.dotx. That can be used by using a shortcut or from the user templates folder as set forth above.

Word 2003 and earlier – with or without macro

There are two versions of the template for earlier versions of Word. One “EasyNewDocument.dot” contains macros and adds a command under the File Menu – “New Document – based on my templates.” This macro-containing version is intended for placement in the Startup Folder.

The other is a template without the macro or new command. The one without the macro is “EasyNewDocument-A.dot.” If either is placed in the User Templates Folder, it is relatively easy to select as the basis for a new document under the File New dialog.

All Versions of Word

How to modify the template to meet your needs.

To modify a template, use File Open or right-click on the icon and choose Open. These templates are set up with a “first-page” header that has space for the user’s name and address. In the body of the letter, it starts with a CreateDate field that will automatically insert the date when a new document is created. You can change any of this around to meet your needs. The templates also contain a continuation header that uses that date and has pagination.  To see that header in the template, insert a page break (Ctrl+Enter). Once you are done editing the continuation header, delete the page break.

Once you are done with modifications, save the template.

Where to save the template

The template you save should be in your User Templates Folder or (if you are saving one with the macro) in your Word Startup Folder.

Background Information


About the Content of the template

Headers

These templates are a simple letterhead design. Since the question that prompted this was about headers, it has two headers, one for the first page, and one for the rest of the document. Headers are a product of Sections in Word. Each Section can have up to three headers and three footers. If there is more than one section they can be the same or different in each section.

Macrobutton Prompts

The templates are highly style-based and contain MacroButton Fields as user prompts. When you click on one of the prompts, it will select the entire prompt and allow you to type your content. Note, that despite the name, these macrobutton prompts use no macros. They are two colors. The red ones are intended to be changed in the template. The blue prompts are for each use. The blue ones should be left as they are in the template for use each time a new document is created. See the actual ReadMe document in the download for examples.

Formatting

If you want to change the formatting, I urge you to modify the Styles rather than just use the formatting commands. You will get better results.

If you don’t like the contents, you can change them to suit or just use the macro in a different template of your own design.

About the macro

The macro contained in the templates with macros is simple. It tells Word to create a new document based on the template (the same as if you had double-clicked on the template). It can be copied to other templates; if you do, I would recommend that you rename the macro in the new template to avoid confusion. You can see and edit the macro when you have the template open or a document based on the template by pressing the Alt+F11 key combination. The macro project has been digitally signed but the certificate is self-generated.

As-Is – No Warranty

This set of templates is distributed “as-is” without warranty of any kind. As written, the macro project contain no malicious software. Each macro project has been digitally signed but the certificate is self-generated. If downloaded from my download page it should be as written.

There is no support that comes with this. I am a practicing attorney and you do not want to pay my hourly rate for support. Questions from users may or may not be answered and may or may not be addressed in updates.

Shareware


These templates are distributed as “shareware.” I personally think they are worth about $150.00 to people who use them. The development cost is far higher. I would be neither insulted nor disappointed by a contribution of any size.
If you like and use these templates, I request that you send a donation to my website. Click on the Donate button to send money using PayPal. Any amount is appreciated. If you send an email address with the donation, I will do my best to notify you when they are updated.

 

Many people visit this site and use the information it contains.
It costs money to keep on line and effort to update.
If you have received assistance here
please consider making a donation if you can.

 
Thank you. ckk

Copyright 2000-2017 Charles Kyle Kenyon

FAQ provided as an adjunct / hobby as a part of my web site as a criminal defense lawyer.

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