Template/Macro

[Guest]

How you would instruct a user (client) in the use of a template/macro and
ensure they can continue to use it without instructions?

 

[Guest]

Hi Tetet,

That depends heavily on the type of template. On screen instructions always
work best; the user sees what he has to do in the place where he has to do it.

What you can do, is insert text boxes (Insert | TextBox), near places where
guidance would be needed. Format the text boxes so that they have no fill and
no borders, and are placed in front of the text. Provide the texts you want
and give them a red, hidden format.

Include this macro in your template to ensure that the instructions are
visible:

Sub AutoNew()
ActiveWindow.View.ShowAll = True
End Sub

This way your instructions stand out, can be placed anywhere and above all
do not print.

--

You may also provide help by means of message boxes, triggered by clicking
on an item in a new, document-specific menu. For example in a letter
template, you may create a new menu Letter, with several help items. Each
items runs a macro like this:

Sub Letterhead()
MsgBox "<help text>", vbInformation + vbOKOnly, "Letter"
End Sub

--

....and of course you can combine the two.

Good luck,
Cooz

 

[Guest]

How about a simple set of pop-up 'Comments'? not the 'balloon' types. They
can be hidden and don't usually print out and take up v. little resources and
less work.

Wrote this all up in another forum a while ago while browsing thru. Forgot.
Maybe get back to you later if want. Just click 'Insert, Comment'. To get rid
of the cluttery ballon type comments, click Tools, Options, Track Changes and
for balloons, choose "never".

type a character (periods won't work) where you want comment nr. to go. To
make the character invisible, you can make it a very small font and/or assign
"white" font. Highlight it and click Insert, Comment. Highlight again and
press CTRL+SHIFT+H to hide the whole mess. Click Tools, Options, View and tick
'Hidden Text' or make a simple macro to toggle between Hide and Un-hide.