Template in Word

[DianaBanana]

-- How do you create different templates in word that you can fill in later and keep going back to the same template?
So the templates will be: Industry report template, a flash note template (one to two pages), an initiation template (many pages), a quarterly earnings note preview or review (4 pages).
-- Then, is there a way that I can have a list of companies to chose from
-- I'd like t be able to select the template, an then the company
-- And by selecting the company, have specifc excel data points(for that company) populate the template?

 

[K e v i n]

Hi,
This is actually an Excel Forum but very briefly to give you something to think about.

If you want to be able to select companies and have their details loaded you will need to become familiar with custom document properties; basically these are displayed on the page as fields. For example you might have a custom property called ReportTitle with its field embedded at the top of the page, you would then populate the property with for example 'Report for XYZ'
Once you've create a document with the required fields and layout you'd save as a Word Template.

If you do some searching on the Web for Word custom properties that should point you in the right direction

Hope this helps

 

[Macropod]

Creating a template in Word basically entails creating a document will all the content you'll usually/regularly require, then saving that, via Save As, as a template (i.e with a .dot or .dotx extension, depending on your environment) in Word's templates folder.

As for the different customers, there are various ways of managing this, typically involving macros to retrieve the data from an Excel or Access data source.