Reusing common elements/templates

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    Service Desk

    It's generally best to avoid copy/paste within MS Word at almost any cost. A good attorney friend refers to copy/paste as Word's "sue me" function because of the number of errors it can produce.

    Can you give us a specific example of what you want to do? Do you want to create a letterhead or caption for reuse? Or, do you already have letterhead and caption templates onto which you want to drop specific matter information? Either way, there are great alternatives for simultaneously speeding the process and reducing errors. The team at TheFormTool and other readers will suggest the best way(s) to accomplish your goal.

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    Service Desk

    Ideally, I would like to be able to update a master template, and have a set of sub-templates recognize the change.

    Example: I have a set of form letters, each on my letterhead. If I change the master letterhead template, all the form letters are immediately updated (without copy/pasting in the new letterhead to each template).

    Example: I have a set of form pleadings. If I change the master case caption layout, all the form pleadings are updated.

    Does this make sense? I agree copy/pasting is a terrible solution… which is why I'm asking :) I don't see any way other than to "static" in a case caption layout or letterhead into these various form templates.

    Originally submitted by sloughwi

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    Service Desk

    This is a perennial problem, especially in Word. We're planning a Library feature for TheFormTool in a future update, but here's my best suggestion in the meantime:

    You can create a "master" template -- a letterhead, for instance -- and use it to begin a document. It would contain only the generic letterhead and formatting that applies to every letter. Then insert a secondary template into it, using Word's Insert, Object, Text from File command. The secondary template contains the body of the letter, along with TheFormTool's Q&A table. This makes the creation of every letter a two-step project, but it may be worth the effort, particularly if you create a macro to save some steps when inserting the secondary template. (Or at least add the Text from File command to Word's Quick Access Toolbar to save a couple mouse clicks.)

    Let me know if you need help with any of that. I'd also love to hear if anyone else has suggestions on this topic.

    Originally submitted by Scott Campbell

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    Service Desk

    There is a quicker way than Insert | Object | Text from file. Try this:

    Alt-I, L

    Originally submitted by estillbham

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    Service Desk

    Depending on the version of Word you're using, you may be able to use their QuickParts / Building Blocks as a solution, which is found under the Insert menu. At the very bottom should be an option to "Save Selection to Quick Part Gallery…" I usually save to Building Blocks.dotx, because this spans all other templates I may use.

    Just select the text that you want to save (not the Q&A Table), and add it to whichever Gallery. Then, when you're in your new document, remember to add the fields to the Q&A Table before trying to fill any data. Despite having to add the data to the table again, you won't need to reconstruct the structure in the document body.

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