Tutorial - Creating a Business Letter Template

Following is an example of how to create a business letter template. In less than 2 minutes you will create a template that automatically inserts the date, name of the writer, and the recipient's address. The complete letter is illustrated in figure 9.1. The template and bookmarks are illustrated in figure 9.2.

Figure 9.1: Business Letter

Figure 9.2: Business Letter Template with Bookmarks

1. Create a Microsoft Word template:
   1. Select Tools$>$Document Templates from the menu to display the "Document Templates" screen (see figure 9.3).

      Figure 9.3: Document Templates

      
   2. Click on the last row.
   3. Select a template type from the 'Type' combo box.
   4. Enter a description of the template in the 'Description' field.
   5. Select the date format you'll be using in this template from the 'Date Format' combo box.
   6. Select 'Word' as the template type you want to create by selecting the 'Word' radio button at the bottom of the screen.
   7. Press the 'Open Template' button to open the template for editing.
2. Insert bookmarks that correspond to document data:
   1. In Microsoft Word, place the cursor at the top of the document, where you'd like DocPoint to automatically insert the letter's creation date.
   2. Insert a bookmark that corresponds to the letter's date:
      1. Type in 'bmDate' to stand for the letter's date.
      2. Select the text 'bmDate' by double clicking on it with the mouse.
      3. While the text is highlighted, select Insert Bookmarks from the menu (see figure 9.4).

         Figure 9.4: Inserting a Bookmark

         

      4. Type 'bmDate' in the 'Bookmark name' field .
      5. Press the 'Add' button.
   3. Repeat the following for the remaining bookmarks:

      bmFullAddress

      The addressee's full name and mailing address.

      bmWriter

      The writer's full name.

The following section details other bookmark fields that you can use in the same way when creating templates.