Need to create a form letter

G

Guest

I need to create a form letter that will allow the user to enter data at predefined spots in the letter and then allow them to tab to the next user supplied info field. I do not want the user to be able to change the boiler plate of the letter. What is the easiest way to accomplish this and are there any examples available
Thanks,
 
C

Charles Kenyon

What you are talking about is what Word calls an "online form." Check this
in help. For more about online forms, follow the links at
http://addbalance.com/word/wordwebresources.htm#Forms or
http://word.mvps.org/FAQs/Customization/FillinTheBlanks.htm especially Dian
Chapman's series of articles.

For info on setting up letters and letterhead, 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. (It also has the following links)

Some other pages to 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).

If you are interested in creating templates that will work with the letter
wizard or use that wizard, you should look at the chapter on Advanced
Document Formatting in Using Office 2003 (or whatever your version is),
Special Edition, by Ed Bott and Woody Leonhard. It has detailed instructions
including instructions on getting the fields you want from your Outlook
Contacts for addressing a letter. (Chapter 19 of SE Using Office 2003) You
should be able to get this through your public library or at Amazon.com
http://www.amazon.com/exec/obidos/ISBN=0789729555/balancecheckbookA/

Finally, take a look at the letter templates that come with Word. While they
are no great shakes as letterhead, they do use styles and AutoText lists
very well. If you use the same style names that are used in those templates
in your own letterhead for the same parts of the document, you will have
better luck with using the built-in AutoText entries in Word.

Hope this helps,
--

Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
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Bob Keese said:
I need to create a form letter that will allow the user to enter data at
predefined spots in the letter and then allow them to tab to the next user
supplied info field. I do not want the user to be able to change the boiler
plate of the letter. What is the easiest way to accomplish this and are
there any examples available.
 

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