I haven’t done a lot of Word work since I retired a few years ago and I am struggling a bit with Word 2010 and some of the more, in my opinion, esoteric aspects of of creating a template from a Word document. I am trying to create a template to use to prepare minutes for a Board that I am a member of. I remember that I used to be able to create something, which I think was called a “macro-button” – maybe it was a “field-button’, can’t remember, anyway, I remember that I could “click on” this feature and then enter data of my choice. For example, I want to create something where I can just click on it and enter the date of the meeting – I don’t think I can use a DATE field for this purpose because the date I want to type into the “field area” is not necessarily today’s date or any other “relevant” date. If I remember correctly, these features were bound by closed braces – {…} – and contained instructions as to what to do or what to enter into the field, e.g., {Click here and enter the meeting date} and there was the ability to provide a format for the entry as well. I have poured through my copy of the Word 2010 Bible and cannot find what I am looking for, so maybe someone can point me in the right direction on this one.
I currently have a document (docx) set up with the outline of the format that I want to use, including some very specific formats for lists and related things – not sure how that is going to work yet, because I have yet to get lists to work properly – they seem to have a mind of their own – any secrets on dealing with these – references? – anyway, to continue, I will eventually want to save this document as a “dotm” (I think) and I am at a bit of a loss as to how to convert this docx document to a “dotm” document. Where does Word store templates, and how do I get this new template back for my next set of minutes?
These are my questions for now and any help or insight that anyone would care to provide will be greatly appreciated Thanks.
Ron M
