Replies

Thanks Hans – been tearing my hair out and it is so simple!!!!

Would this not create a fax for each lawyer every time it was used. I need it to be creating one fax each time it is used with the lawyers details being populated for only that use then being left blank.

I work in a Lawyers office and I am looking to create a file of lawyer details that when one field it recognises who the person is and populates other fields. At the moment it is for a fax where if you choose the lawyers name it fills in reference, email, direct fax number and direct dial.

I did something similar in my last firm but cant remember how it was done.

Hope this all makes sense

i was wanting to replace the text within the footnote but have found out how now – just was being impatient – I didn’t realise it would go through the whole document and then the footnotes. Out of interest how would you change the reference within the document.

Thanks for your help

i was wanting to replace the text within the footnote but have found out how now – just was being impatient – I didn’t realise it would go through the whole document and then the footnotes. Out of interest how would you change the reference within the document.

Thanks for your help

thanks Phil

you have hit the nail on the head with what I want to do. I agree with you re the drop down menu – my problem is that some of the departments have hundreds of items they would want in the list so it would be incredibly time consuming and I thought the file/new type box would be best in this instance. I am using the menu item for firm wide templates such as our Fax, Memo and letter and find it works beautifully.

I will keep trying and hopefuly will get something sorted. Thanks again for your help

thanks Phil

you have hit the nail on the head with what I want to do. I agree with you re the drop down menu – my problem is that some of the departments have hundreds of items they would want in the list so it would be incredibly time consuming and I thought the file/new type box would be best in this instance. I am using the menu item for firm wide templates such as our Fax, Memo and letter and find it works beautifully.

I will keep trying and hopefuly will get something sorted. Thanks again for your help

I do want to create a document based on the correct template. the templates will be in the folders called style 1 etc.

In MSWord if you go into File New (Where word has had no customisation) you will see the tabs General, Letters and Memos, Reports etc where you choose the template from that you want to run. What I want is when I click on the option for Corporate styles – it to display the tabs style 1etc (as per the folders) with the templates listed that you will choose and a document based on that template will be created. Also in the same normal.dot I want the user to be able to choose the option for “banking styles” and the dialog box to reflect the subfolders within this. It would mean that each user would get quick access to each departments styles.

I hope this makes a little more sense now

I do want to create a document based on the correct template. the templates will be in the folders called style 1 etc.

In MSWord if you go into File New (Where word has had no customisation) you will see the tabs General, Letters and Memos, Reports etc where you choose the template from that you want to run. What I want is when I click on the option for Corporate styles – it to display the tabs style 1etc (as per the folders) with the templates listed that you will choose and a document based on that template will be created. Also in the same normal.dot I want the user to be able to choose the option for “banking styles” and the dialog box to reflect the subfolders within this. It would mean that each user would get quick access to each departments styles.

I hope this makes a little more sense now

My language here was the problem – I dont want them to open as a template, i do need them to open as a document. Each department will have thier own normal.dot from which they will launch thier department styles. In Normal.dot but I want to create a menu entry such as “Corporate Styles” that when you click on will open up a dialog box where the styles can be chosen and opened as if you had gone into file new – in this box there would be no other templates available other than those required for the corporate dept – these would be in tabs again (as the styles are stored in folders) as if they were in file new. the structure is

Corporate Styles (folder)
Styles 1 (subfolder)
Styles 2 (subfolder)
Styles 3 (subfolder)
Styles 4 (subfolder)
Styles 5 (subfolder)
Styles 6 (subfolder)

The folders are set up on the network with each department having their own folder with subfolders, Litigation styles, Property styles etc.

Some departments need access to other department styles occasionally so in the same menu there might be Litigation styles where when clicked on the same scenario as the first would occur – a box with only litigation styles in it. I cant list them individually as some departments have hundreds of styles. This might not be able to be done or be too difficult for me to try but it is ideally the way I would like users to be able to work

My language here was the problem – I dont want them to open as a template, i do need them to open as a document. Each department will have thier own normal.dot from which they will launch thier department styles. In Normal.dot but I want to create a menu entry such as “Corporate Styles” that when you click on will open up a dialog box where the styles can be chosen and opened as if you had gone into file new – in this box there would be no other templates available other than those required for the corporate dept – these would be in tabs again (as the styles are stored in folders) as if they were in file new. the structure is

Corporate Styles (folder)
Styles 1 (subfolder)
Styles 2 (subfolder)
Styles 3 (subfolder)
Styles 4 (subfolder)
Styles 5 (subfolder)
Styles 6 (subfolder)

The folders are set up on the network with each department having their own folder with subfolders, Litigation styles, Property styles etc.

Some departments need access to other department styles occasionally so in the same menu there might be Litigation styles where when clicked on the same scenario as the first would occur – a box with only litigation styles in it. I cant list them individually as some departments have hundreds of styles. This might not be able to be done or be too difficult for me to try but it is ideally the way I would like users to be able to work

The scenario is I have 7 departments – I am creating 7 Normal.dots, one for each department – I want to have a menu on the toolbar that when accessed has 3 options

1. the department templates for the department they are in – and only display that department
2. other department templates – should they need them
3. general templates – fax, memo etc

In each case I want them to be opened as templates not documents. I am sure there is an easier way to do it but this is they way I have in my head and am playing around with it to get it to work.

Hope this makes sense.

The scenario is I have 7 departments – I am creating 7 Normal.dots, one for each department – I want to have a menu on the toolbar that when accessed has 3 options

1. the department templates for the department they are in – and only display that department
2. other department templates – should they need them
3. general templates – fax, memo etc

In each case I want them to be opened as templates not documents. I am sure there is an easier way to do it but this is they way I have in my head and am playing around with it to get it to work.

Hope this makes sense.

Is there any way, other than setting the file new path, to have the documents displayed opened as templates – ie as docX rather than the file name as read only. I need the users to be able to choose from the list but for it to open as a template if possible
Thanks in advance

Is there any way, other than setting the file new path, to have the documents displayed opened as templates – ie as docX rather than the file name as read only. I need the users to be able to choose from the list but for it to open as a template if possible
Thanks in advance