How do I create a letter that has areas where I can change a word.



JJ
07-10-2005, 12:04 AM
Years ago, I used to work in an insurance office where they had letter
templates(sometimes called boilerplates) I could use. The person dictating
would tell me what number template to use. I would load it and then tab to
areas that needed to be customized. I could even choose from a couple of
phrases that would display. I could pick from "his", "her", "their", for
example to make it seem as if the entire letter had been written specifically
for the person reading it.

Is there a way to do this in Word 2000?

Any response is greatly appreciated.

katin42
07-10-2005, 12:04 AM
It's possible in 2000. I'm not sure this is what you had in mind, but you
can search within Templates, through Office Online. I typed in Business
Correspondance, which was probably to broad. There were 100 results. Within
those templates this option appeared: Sales Letters About Additional Services
to Client: Business and Legal> Sales> Sales Letters> 97 "or later" The major
link leads to a preview of the Template, while the smaller ones link to
variations, 97 or later is the system requirement.

"JJ" wrote:

> Years ago, I used to work in an insurance office where they had letter
> templates(sometimes called boilerplates) I could use. The person dictating
> would tell me what number template to use. I would load it and then tab to
> areas that needed to be customized. I could even choose from a couple of
> phrases that would display. I could pick from "his", "her", "their", for
> example to make it seem as if the entire letter had been written specifically
> for the person reading it.
>
> Is there a way to do this in Word 2000?
>
> Any response is greatly appreciated.

Suzanne S. Barnhill
07-10-2005, 12:04 AM
What you are describing is a protected form. See
http://word.mvps.org/FAQs/Customization/FillinTheBlanks.htm and especially
the forms tutorials by Dian Chapman that this article links to.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
Word MVP FAQ site: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the newsgroup so
all may benefit.

"JJ" <JJ@discussions.microsoft.com> wrote in message
news:00364715-A042-42B0-9595-89D89D8E5EDF@microsoft.com...
> Years ago, I used to work in an insurance office where they had letter
> templates(sometimes called boilerplates) I could use. The person
dictating
> would tell me what number template to use. I would load it and then tab
to
> areas that needed to be customized. I could even choose from a couple of
> phrases that would display. I could pick from "his", "her", "their", for
> example to make it seem as if the entire letter had been written
specifically
> for the person reading it.
>
> Is there a way to do this in Word 2000?
>
> Any response is greatly appreciated.

JJ
07-10-2005, 12:04 AM
Hello, katin42:

Thank you for responding to my question. I had checked out the Templates in
Office Online prior to asking my question. I need to create my own
specifically worded document and, within that document, I want to be able to
have areas where I can customize word(s) from a short list specific to that
field. I don't believe the business templates did that. I will check them
again to make sure they don't. I am trying to figure out how to set up a
document that has a few areas I can easily modify by possibly using a special
key to get me there and then a drop down list of a few words specific to that
area.

I'll let you know if this feature is on the business templates.

Thanks again,
JJ

"katin42" wrote:

> It's possible in 2000. I'm not sure this is what you had in mind, but you
> can search within Templates, through Office Online. I typed in Business
> Correspondance, which was probably to broad. There were 100 results. Within
> those templates this option appeared: Sales Letters About Additional Services
> to Client: Business and Legal> Sales> Sales Letters> 97 "or later" The major
> link leads to a preview of the Template, while the smaller ones link to
> variations, 97 or later is the system requirement.
>
> "JJ" wrote:
>
> > Years ago, I used to work in an insurance office where they had letter
> > templates(sometimes called boilerplates) I could use. The person dictating
> > would tell me what number template to use. I would load it and then tab to
> > areas that needed to be customized. I could even choose from a couple of
> > phrases that would display. I could pick from "his", "her", "their", for
> > example to make it seem as if the entire letter had been written specifically
> > for the person reading it.
> >
> > Is there a way to do this in Word 2000?
> >
> > Any response is greatly appreciated.

JJ
07-10-2005, 12:04 AM
Hello, Suzanne:
I will check out your suggestions and let you know if I've found my
answer in the material. Thank you for responding to my question.

JJ

"Suzanne S. Barnhill" wrote:

> What you are describing is a protected form. See
> http://word.mvps.org/FAQs/Customization/FillinTheBlanks.htm and especially
> the forms tutorials by Dian Chapman that this article links to.
>
> --
> Suzanne S. Barnhill
> Microsoft MVP (Word)
> Words into Type
> Fairhope, Alabama USA
> Word MVP FAQ site: http://word.mvps.org
> Email cannot be acknowledged; please post all follow-ups to the newsgroup so
> all may benefit.
>
> "JJ" <JJ@discussions.microsoft.com> wrote in message
> news:00364715-A042-42B0-9595-89D89D8E5EDF@microsoft.com...
> > Years ago, I used to work in an insurance office where they had letter
> > templates(sometimes called boilerplates) I could use. The person
> dictating
> > would tell me what number template to use. I would load it and then tab
> to
> > areas that needed to be customized. I could even choose from a couple of
> > phrases that would display. I could pick from "his", "her", "their", for
> > example to make it seem as if the entire letter had been written
> specifically
> > for the person reading it.
> >
> > Is there a way to do this in Word 2000?
> >
> > Any response is greatly appreciated.
>
>

Stephen Glynn
07-10-2005, 12:05 AM
JJ wrote:
> Years ago, I used to work in an insurance office where they had letter
> templates(sometimes called boilerplates) I could use. The person dictating
> would tell me what number template to use. I would load it and then tab to
> areas that needed to be customized. I could even choose from a couple of
> phrases that would display. I could pick from "his", "her", "their", for
> example to make it seem as if the entire letter had been written specifically
> for the person reading it.
>
> Is there a way to do this in Word 2000?
>
> Any response is greatly appreciated.


You'll find Charles Kenyon's 'Gender Toolbar', a very handy utility that
lets you switch gender-specific words in a document by clicking a
button, at http://www.addbalance.com/word/download.htm

Steve


How do I create a letter that has areas where I can change a word.