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Included files:
!README FIRST.WPD, MY LETTERHEAD.WPT (two
versions, one for WP8 and one for WP9/WP10+), and the guide,
MY LETTERHEAD TEMPLATE.WPD, and AUTOMATING WORDPERFECT TEMPLATES
(in PDF format, which requires Adobe Acrobat Reader; if you have
Reader installed and want to view this file online, click
here)].
Other pages on this site which might
be of interest:
Custom
templates - How to easily create and
modify your own custom templates
2footers.html - Using two footers simultaneously (one for page
number, the other for separator line and filename, etc.) so that
items do not overlap
2Trays.html - Print your letterhead page from one printer tray,
and second and subsequent pages from another tray ("two-tray"
printing) - The functions of WordPerfect's Page Setup dialog
Assoc.html - Automatically associate a personalized keyboard
or menu with a template
AutoDate.html - Automatically insert the current date as unchanging
text in a letterhead or other template
AutoNumb.html - Automatic paragraph numbering, outlines, and numbered
lists - How to turn these on and off, temporarily or permanently
AutoSpel.html - Automatically run the spell checker before printing
a document
Boilerplate.html - Ten ways to insert 'boilerplate' and other repeating
items: QuickWords, QuickCorrect, Shortcut keys, Styles, Macros,
Floating cells, Insert>File, and (in WordPerfect 10+), Text
variables, the Corel ClipBook, and other utility programs
CustomRA.html - Customize the return address on envelopes with
graphics and font attributes
CustPrns.html - How to create new, customized copies of your favorite
printer choices - Controlling the tray source, ink color, and
other features of your printer
Env2Prn2.html - Print envelopes to another printer, then reset
WordPerfect 10 to your default printer
HeadFootWM.html - Headers, Footers, and Watermarks - Some useful
WordPerfect features you can add to multi-page documents ...
and how to start, stop, replace, change, or delay their appearance
(links to related topics, such as page numbering and page identification,
can be found on the left column of the page)
LoadLetr.html - Load a letterhead (or any other document based
on a template) with a mouseclick or keystroke
MailingAddress.html - How WordPerfect finds a mailing address on your
letter
MergeMP.html - Merging multiple-page letters using letterhead
paper for page 1 and plain paper for subsequent pages - Merging
multiple-page documents so that formatting is identical from
record to record - Page numbering in multi-page form documents
PageNumb.html - Page numbering in WordPerfect (plus related links)
ResetMargins.html - Need to reset page margins on page 2 (if there
is a page 2) back to the one-inch default or some other setting?
Here's how to do it in either the current document or in a template.
StampDoc.html - Creating "DRAFT," "COPY," and
other identification stamps on the pages of a document |
Here is an automated custom letterhead
template. The download file (left
column) contains detailed, step-by-step guides to modifying the
included sample template and creating other prompted templates.
(To create a non-automated custom template, see here.)
Note: Two nearly identical sample templates
are included, one for WP8 (which has slightly different Address
Book fields than later versions) and one for WP9 and later versions.
Screen
shot: Page 1 of sample letterhead document (easily customized)
Screen
shot: Page 2 of sample letterhead document
As shown in the sample, the template uses
a simple text letterhead inside a graphic box at the top
of the letter. The use of text makes it easy to edit and change;
the use of a box keeps the letterhead information together on
the page.
But what makes it truly useful is this: It
pops up a fill-in Template Information dialog, then automatically
uses this information (and certain other information) in various
places in the letter. The information includes such things as
the current date, delivery method, recipient's name and address,
reference information, and page numbers on subsequent pages.
Screen shot:
Template Information dialog
The template also creates informational
headers and footers in their proper locations depending on
the number of pages in the letter. If the letter has more than
one page, page 2 and following pages will have different headers
and footers from the ones used on page 1. The header on page
2+ will show the recipient's name, a RE: item (if used), the
current date, and the page number. The footer on page 2+ shows
just the company name and address. (Again, these can be customized.)
Finally, a template macro removes certain
text strings if they are not used (and the lines they would have
occupied) such as empty address lines, reference lines, and "cc:"
information.
Note
The last two pages of the included guide (My
Letterhead Template.wpd) contain a sample of the letter that
is generated by the letterhead template. Print both pages to
see if the letterhead design is something you want to modify
and use for your own letters.
If you like the way the letterhead
works you can modify the text (inside a text box) at the top
of the page, the letter's closing, and both footers to use your
own name and address. Instructions are
given in the included guide document, including the steps needed
to make more extensive modifications.
"Automating
WordPerfect Templates" (Automating.pdf) is an included Adobe PDF file that contains more
information about using prompts, bookmarks, and template macros
in a template to help you automate it. It may be particularly
useful to newcomers as a "How To" guide on creating
other automated documents such as invoices, fax cover sheets,
memos, etc.
Tip
- Setting up a non-automated (or
partially automated) letterhead template
You may not need (or want) the kind of "fill-in"
automation that this template contains, but the "Letter
design" section of the "My letterhead template.wpd"
file that is included in the download archive explains the use
of the first-page text box, setting up the second page header,
both footer types, etc. You should be able to use it as a guide
to setting up your own formatted multi-page letterhead template,
including setting up headers and footers that automatically change
on page 2 (if there is a page 2). [For information on creating
custom templates, see here.]
In brief, here is the basic formatting used
in the "My Letterhead" template:
The letterhead on page 1 was created inside a text box (click Insert, Text
Box) that is attached to "Page" (right-click on a text
box to set its Position). [Alternatively you could use a Header
that is discontinued with a Delay code (see here
for more on Headers and how to discontinue them). There are several
alternatives for designing a "page 1 letterhead" --
e.g., columns, watermarks (see below),
etc.]
Header A, created
on page 1 and suppressed on page 1 with Format, Page, Suppress,
is used for second and subsequent page identification (recipient's
name, date, page number). This leaves Header B for any other
purpose. [In a non-automated letterhead, you could simply copy
the recipient's name into that Header A; the date and page number
can be automatically inserted with codes from the Insert and
Format menus.]
Document identification is contained in the
two footers:
Footer A, created
on page 1 and displayed there, is used for the telephone number,
e-mail address, and fax number. Using a Delay code, this footer
is discontinued on page 2 so that it shows up only on
page 1 of a multi-page letter. (Here's how: At the top of page
1, click Format, Page, Delay Codes, 1, OK, then click Insert,
Header/Footer, Footer A, Discontinue, and then click Close.)
Footer B, also
created on page 1, is used for secondary page information (such
as the firm's name and city/state/zip), and it is suppressed
on page 1 with Format, Page, Suppress. Thus, it will show up
on page 2+ on a multi-page letter.
This "manual method" of setting
up multi-page letterhead templates with [Suppress] and/or [Delay]
codes is also outlined here: "The
manual method of suppressing and/or delaying items in templates".
To make the cursor go to the proper location
in the letter -- i.e., where you wish to start typing -- you
can set up a bookmark in the template itself, and use a template
macro to find that bookmark as soon as the new document based
on that template opens. See Footnote 1 below.
More tips
- Watermark logos.
You can use a watermark instead of a graphics or text box for
your page 1 letterhead "logo." This lets you create
or use a shaded or transparent image:
- At the top of page 1, click on Insert, Watermark,
<choose the watermark type, A or B>, Create;
- insert the logo image (either paste it from
the clipboard or insert it from a file with the button on the
property bar);
- right-click (or drag) the inserted image
in the watermark window to set its position/size on the watermark
page (or use the button on the watermark property bar);
- click outside the image and use the special
button on the watermark property bar to increase or decrease
the image's shading (brightness) as desired;
- exit the watermark window with the Close
button on the watermark property bar, or simply use File, Close;
- back in the main template document window,
discontinue the letterhead logo on page 2:
- Click on Format, Page, Delay Codes, 1, OK;
this brings up the Define Delayed Codes window;
- click on Insert, Watermark, <choose the
watermark type, A or B>, Discontinue;
- optionally set new default page margins,
printer tray, etc. - see the tip below;
- click the Close button (or File, Close) to
return to the main document.
- More than one logo?
If you also want your logo to appear on subsequent pages, but
in a different size or form, use the other watermark (e.g.,
Watermark B, with the logo in a different size) at the top of
page 1 and simply suppress it on page 1 with Format, Page, Suppress....
The watermark will not show on page 1, but will show on subsequent
pages until it is discontinued or replaced.
- Alternatively you can simply start
the other watermark in the Define Delayed Codes window (see above
tip).
- Using two trays.
Note that the second page can also contain a custom page setup
("page definition") that specifies a new paper source
(a specific printer tray). When in the Define Delayed Codes window
(see above tips), click Format, Page, Page Setup, and then create/add
a new custom page definition with a printer tray ("source")
specified for all "second" pages. This is a common
way to have the printer print the letterhead from one tray, and
the rest of the letter (if there is more than one page) printed
from another tray.
- Reset margins.
Need to reset margins on page 2 of a letter or other document?
Here's a tip (which also
offers a workaround for a small bug in inserting a delay code
in WordPerfect 10 and later versions).
- Load the letterhead.
See "Loading new documents
based on custom templates" for toolbar and menu methods
of leading the document.
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Top
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Footnote 1
How to position the cursor at a specific
location in a document as soon as the document opens.
[This material is for those who wish to create just
a cursor-positioning function in any template -- the same thing
that exists in the MyLetterhead.wpt template above.]
Note: Unlike
with saving an ordinary document, setting a QuickMark
with Tools, Bookmark and enabling the option "Go to QuickMark
on open" will not work when saving a template
that has a QuickMark embedded in it. This small problem seems
to be present since at least WordPerfect 8 and is still present
in WordPerfect X4. However, the following method will work to
automate the initial positioning of the cursor in documents based
on a particular template. It uses a standard bookmark, not a
QuickMark bookmark.
1. Edit (or create) the custom template.
2. Place the cursor where you wish the user
to begin typing.
3. Click Tools, Bookmark, Create and give
the new bookmark a name (e.g., Start or Text, etc.). (Don't
check the box, "Selected Bookmark," under the name
in the Create Bookmark dialog; that creates a paired bookmark.
Here, you just want a single bookmark code.) Click OK,
then Close, to return to the template document you are editing.
4. Next, create a template macro by
recording it while the template document is still on screen:
4a. Click Tools, Template Macro, Record. In
the Record Template Macro dialog that appears, give the new macro
a name (e.g., Start Typing) and click the Record button.
4b. Immediately go to Tools, Bookmark (and
select the bookmark if it is not already selected), then click
the Go To button. (In the macro itself, this adds the command,
BookmarkFind(<name of bookmark> ).)
4c. Stop the macro recording with the button
on the Macro toolbar (with a black square on it) or by de-selecting
the menu choice, Tools, Template Macro, Record.
5. Now, you need to associate this
macro with a trigger (see also http://wptoolbox.com/tips/Triggers.html):
5a. On the Template Toolbar (the one with
the "Build Prompts" button), click on Associate, then
on the Triggers radio button, then choose "Post New"
in the left-hand drop list. This sets the macro to play when
you open a new document based on that template.
5b. In the Macros drop list, choose the name
of your new macro. Click OK to return to the template document.
6. Save the template document. Test the effects
of the new macro by loading a new blank document based on that
template (File, New...). Done! |
Barry MacDonnell's
