Jump to:, CAUTION: Starting with HotDocs 2005, a new KEEP header / footer of inserted template option was added to the INSERT Field dialog box. Using this option, you can designate that the headers in the inserted template override the defined header(s) in the parent document. Please see the HotDocs Help for information. When using headers, footers, and margins in your inserted RTF templates, you must first determine the purpose of the inserted template—will the inserted text be inline with that of the parent template, or will it be used to create a set of documents contained within a single document file? Following is a discussion of both situations. Jul 10, 2017 Step 1, Click 'Insert' or 'Document Elements' on the MS Word toolbar above your document. Use Layout if you. I've been playing with Word 2007 and pulling in content for a template from other word documents. The goal is to have a number of templates deployed for people to use. Note: In Microsoft Word, every template has a header and footer, even if no text is defined for it. This is especially important to understand as you are working with headers/footers in inserted templates. The Microsoft Word help file contains a lot of important information about inserting headers and footers in your templates and documents. You should read this information before attempting to use headers and footers, particularly when using them in inserted templates. Contents • • • • • • • Insert 'Inline' Documents An inserted template can merge a section of text so that it is 'inline' with the text into which it is being inserted. This is useful if you have an optional paragraph or clause that must be inserted at a specific place within the document. By default, when you insert a template for this purpose, any headers/footers in the inserted template will be defined by the parent template, and any headers/footers used in the inserted template will be deleted. This is correct. Note: For instructions on inserting inline text in a template, see the HotDocs Help. Insert Separate Documents in a Single Document File An inserted template can also merge a section of text as though it were separate from the document into which it is inserted. For example, you may want to assemble separate documents but keep all these separate documents contained in a single document file. When you insert a template for this purpose, headers and footers specific to each inserted template must remain intact and should not be overwritten by the headers/footers defined for the parent template. When working with headers and footers in inserted templates, you must think of each inserted template as a section of the main template. This means that if you want inserted template text to have headers/footers that are different from the parent template, you must define section breaks in your inserted template. To use different headers in your inserted templates • In the parent template, define the header/footer. ![]() • In the inserted template, place a next-page section break at the start of the template. • In the header/footer field that appears after the section break (usually page 2 of the template), enter the text you want in the header/footer (or leave these fields empty if you don't want any text). • With the header/footer field displayed, clear the Same as Previous option. • If inserting multiple templates, repeat this process for each inserted template. Note: The header/footer text that is used before the section break (on page 1 of the template) will be deleted during assembly. This is correct. Once you define headers/footers in the inserted template, any text that appears in the main template after the INSERT instruction will use the headers/footers that were defined in the inserted template. You can reset or specify different header/footer text in the main template. To reset headers and footers after an INSERT instruction • In each inserted template, define your header/footer text, as explained in the steps above. • In the parent template, immediately after the INSERT instruction, place a next-page section break. • In the header/footer field for the new section you just created, specify your header/footer text. • Clear the Same as Previous option. (To have a section of a template inherit the headers/footers from the previous section, select Same as Previous.) At times, you may want to create several documents and save them all in the same document file. As such, you may want a cover page for the document that has its own unique header/footer (for example, a notice or disclaimer). For the document to be assembled correctly, you must use a combination of section breaks both in the main template as well as in the inserted templates. To use a different first-page header in the parent template • In the parent template, display the header/footer field. • Select the Different first page option and specify your header/footer text. • Place a continuous section break before the first INSERT instruction but after the text of the main template. • Place your cursor somewhere after the continuous section break and click Page Setup ( File menu). The Page Setup dialog box appears. • Clear the Different first page option and apply the change to the current section only ( Preview group). • In the inserted template, place a next-page section break at the top of the template (as explained earlier). • Define the header/footer text. • At the end of the inserted template, insert another next-page section break. ![]() • If inserting multiple templates, repeat steps 6 through 8 for each inserted template. Note: When you select the Different odd and even property for headers/footers, this property is assigned for the entire document—not just sections in the document. This means headers/footers in inserted templates must have the same property set in the main template or headers/footers will not be assembled in the main document correctly. Define Margins in Inserted Templates When working with margins in inserted templates, it’s once again important to determine the purpose of the inserted template. If you want a portion of text merged as part of the main document, you most likely will want the margin for both sections of text to be the same. However, if your inserted template will produce a separate document within the document file, you may want custom margins. To use custom margins in inserted templates • At the top of the inserted template, insert a next-page section break. • In the section that contains the text, define your margins. • At the bottom of the inserted template, insert another next-page section break. One of the basic tools of a business is the letterhead. And if you need something with fancy design or colorful headers and footers, you might be want to contact a good designer for their help (this will likely cost between $99-150 or more). If you don’t have that kind of budget, or just need a document with your logo at the top to act as your letterhead, then you can probably do the work yourself. Simply follow the steps below and you’ll have an electronic copy of your letterhead to begin using today. ![]() PC instructions are immediately below. For Mac instructions, scroll down. How to add your logo to Word for PC. First you need a logo. If you already have one, make sure you have a high-resolution copy of the.JPG file of your logo design. If you don’t have one, click this link to make one with our. Once you’re done, purchase the high-resolution files and download the medium and small.JPG files from your account. ![]() ![]() Now open up Microsoft Word and open a blank document. For a standard-sized letterhead, you’ll want to choose an 8½ x 11 document, but you can use any size you’d like. Double click near the top of the page to open the header or, using the “Print Layout” view, select the “Insert” tab, then select the “Header” button. You may need to change the header space (not the margins) to accommodate the logo you will place in the header. The amount you add to the header will depend a bit on your logo, but about an inch should work for most headers. If you want a second page without a logo, insert a second sheet and in the “Page Layout” tab, choose “Different First Page”. Add your logo. While the header section is selected on the first page, insert your logo by clicking on the “File” tab, then “Picture” and then “From File”. The file you need to select is the JPG of your logo. While your logo is still selected (you can see the four corners of the file box), you can resize it to fit the area in the header. If you press the “Shift” key while you resize your logo, it will keep the correct proportions. Then choose “Position” and then “Alignment Left” relative to the page, and “Alignment Vertical” relative to the page. If you’d rather see your logo on the right side of the page, choose “Alignment Right” relative to the page. Lock the logo into place by clicking on “Lock Anchor” in the same menu, under options and make sure “Move object with text” is not checked. Then in the tab “Wrap Text” click the options “Behind Text”. Add your address information. You can add your address to the header or the footer. If your logo is aligned to the left, place your address information on the right side of the header. If your logo is aligned to the right, type your address information into the left side of the header. Or, open the footer and place the information there where it might be less crowded. Save the file as “Letterhead.dot”. You should now save the file as your letterhead as either a document or a template. With a document, any changes you make by adding text will be added to the file. So to save your file as a template, choose “Save As” and then change the Save as Type: to Document Template (.dot). Type the file name: “Letterhead” then save the file into your templates folder or to your desktop. How to add your logo to Word for Mac. First, you’re going to need a logo. If you already have one, make sure you get a high-resolution copy of the.JPG file of your logo design from the designer who created it. If you don’t have a logo yet, click this link to make one with our. Once you’re done, purchase the high-resolution files and download the medium and small.JPG files from your account. Open a Word Document. From the “File” menu item, choose “New Blank Document”. You can choose any kind or size of document, but you may want to stick with a standard 8½ x 11 document for this exercise. Add your logo. Double click near the top of the page to open the header. The click in the header, and from the “Insert” menu item, choose “Insert Photo” then, “Picture from File”. Browse and select the JPG of your logo file, then click “Insert”. Depending on the size of your file, you may need to adjust the size by selecting one of the corners of the file and dragging it to the appropriate place. If you hold the “Shift” key while you drag, the file will maintain the correct proportions. Adjust the position. Click the “Layout” tab, then using the margin adjustments, move the logo up or down to place it properly within the header. Larger numbers will place the logo to the right, smaller numbers will move it to the left. You can add your company address and other information by clicking off the logo file, then clicking the “Text Box” button. Then place your cursor where you would like the box and click to place it. Add the relevant company information in the text box. You can shift the placement of the text box using the left/right keys while the box is selected. Save your file. Once everything is in place, save your file as a template, by choosing “Save As” from the file menu, then choosing “Word Template (.dotx)”. Add a good name—we like “Letterhead”, then click “Save”. If you save your file to your templates folder, you can choose your letterhead template when you open a new file in the future. Otherwise, simply double click the file wherever you have it saved to open it. Another Option. If all this feels like too much work, or if you need a stack of printed letterhead to use in your business, you can take your Logomaker logo and have our print partner create your letterhead for you.. Your letterhead will be a great way to share your logo with customers, partners, and others. And it doesn’t have to be expensive. Let us know how your letterhead turns out in the comments below.
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![]() The following directions allow you to format text for easy printing for C-Line Index Tabbed Products using and. For easy-to-use downloadable templates, please visit the section of our website. For additional help, please see the. Please consult your software manual and use the label specifications below, for software instructions for versions or programs not listed below. Microsoft® Word for Windows® To create tabs, first create a one-time template or use an existing as noted below. Then, each time you want to create and print tabs, follow the Creating and Printing the Tab Inserts instructions below using the appropriate template. Microsoft® Office Word 2010 and Word 2007 Creating the Index Tab Template Use the existing C-Line Templates included in the software as described in Creating and Printing the Tab Inserts below. Creating and Printing the Tab Inserts • Open a new document. • From Mailings tab in the Create group, click Labels. • Click on Labels tab, then select Options. • From Label vendors pull-down box, select C-Line Products Inc. • Then select the insert name or product number. • Click on OK until the Envelopes and Labels box reappears. • Select New Document. What is Microsoft Binder? Microsoft Binder is a discontinued application that is part of Microsoft Office shared tools. It is available with Microsoft Office 97, 95. FREE, professional quality templates coordinate to work on all your projects in your favorite format. Binder cover. This template can be used to create a very simple binder cover, report cover, cover sheet or title page. Microsoft in education; Office for students. ![]() This will open a new file. • Enter tab names and format as desired (centered text is recommended. To make editing easy, from the Layout tab in the Table group, highlight View Gridlines. To center, move the mouse pointer over the top left corner of the inserts and the pointer will turn into a table move handle. Click on the handle to select the table. On the Layout tab in the Alignment group, click the Align Center icon). Click in the upper left hand cell to begin entering data. ![]() The Tab key will move you to the next insert and automatically add new inserts at the end of the file. • Load blank tab insert sheet in printer according to printer instructions, then Print. (It is a good idea to test on blank paper before loading tabs). • When done, you can save your file if you need to reprint it at a later time. Microsoft® Office Word Word 2003, Word 2002, Word 2000 and Word 97 Creating the Tab Insert Template • Open a new document. • In Word 2003 and Word 2002, from Tools menu, select Letters and Mailings, then Envelopes and Labels. In Word 2000 and Word 97, from Tools menu, select Envelopes and Labels. • Click on Labels tab, then select Options. • From Label Products pull-down box, select Other. • Click on New Label and enter specifications for the appropriate product or number of tabs, as shown in the table below. For Label Name choose a descriptive name like “C-Line 5 tab insert.” • Click on OK. Then follow directions below (starting at step 7) under Creating and Printing the Tab Inserts. 5-Tab Specifications INL05 8-Tab Specifications INL08. Page size 8.5 x 11 Letter 8.5 x 11 Letter Creating and Printing the Tab Inserts • Open a new document. • In Word 2003 and Word 2002, from Tools menu, select Letters and Mailings, then Envelopes and Labels. In Word 2000 and Word 97, from Tools menu, select Envelopes and Labels. • Click on Labels tab, then select Options. • From Label Products pull-down box, select Other. • Then select the Descriptive Name you created under Creating the Tab Insert Template section above. • Click on OK until the Envelopes and Labels box reappears. • Select New Document. This will open a new file. • Enter tab names and format as desired (centered text is recommended. To center, press Cntrl/A to highlight the whole document and Cntrl/E to center). The Tab key will move you to the next tab and automatically add new tabs at the end of the file. Enter the same information on both the left and right tabs so information can be read from both the front and back side. • Load blank tab insert sheet in printer according to printer instructions, then Print. (It is a good idea to test on blank paper before loading tabs). • When done, you can save your file if you need to reprint it at a later time. Corel® WordPerfect® for Windows® To create tabs, first create a one-time template or use an existing as noted below. Then each time you want to create and print tab inserts, follow the Creating and Printing the Tab Inserts instructions below using the appropriate template. Version X5, X4, X3, 12.0, 11.0 Creating the Name Badge Insert Template Use the existing C-Line Templates included in the software as described in Creating and Printing the Tab Inserts below. Version 10.0, 9.0, 8.0, 7.0, 6.1, 6.0 Creating the Tab Insert Template • Open a new document. • From Format menu, select Labels and click on Create. • Go to Label description, enter a descriptive name like “C-Line 8 tab insert.” • Go to Label Type and click on Laser. • Go to Label sheet size and click on Change. • Go to Size and select Letter from pull-down menu. • Click on OK. • Enter specifications below. • Click on OK. (Hit Escape key to exit all menu screens.) 5-Tab Specifications INL05 8-Tab Specifications INL08. Label Margin Left Top Right Bottom 0.125 0 0.125 0 0.125 0 0.125 0 Creating and Printing the Tab Inserts • From a blank document, select Labels from the Format menu. • Highlight the C-Line tab template you created or choose the predefined C-Line Products template included with the software. (To locate predefined templates, select Change. And highlight filename c-line.tab. Click on Select. Highlight the product or insert number and click on Select). • Enter tab names and format as desired (centered text is recommended for both justification and within page). Remember to enter the same information on both the left and right tabs so information can be read from both the front and back side. Insert hard page breaks ( Cntrl/Enter) to bring up new tabs. For center justification press Cntrl/A to highlight the whole document and Cntrl/E to center. To center within the page select Page from the Format menu and select Center. Choose current and subsequent pages and click on OK. • Load blank tab insert sheet in printer according to printer instructions, then Print. (It is a good idea to test on blank paper before loading tabs). • When done, you can save your file if you need to reprint it at a later time. FAQs and Troubleshooting Tips Q: Why is my text not aligned when I add a page to the file? A: When manually typing the tab insert information using a blank template, the page spacing will slightly shift every time you add a new page. This means, the information on the tab inserts will not be in the correct area on the pages following the first sheet. However, Microsoft Word will automatically add the correct spacing between pages when using a Mail Merge. If you will be making more than one sheet of index tab inserts, we recommend you perform a Mail Merge. Q: How do I find out what version of Microsoft Word I am using? A: If you do not know what version of the Word program you are currently using, please follow these steps to verify that information: • From the main menu, select Help. • In the Help area, you will see what version of Word you are using. The most recent and commonly-used versions include Word 2010, 2007 and 2003. Welcome to Templates Wiki The wiki collating wiki templates (for use on other FANDOM wikis) from. Tips and Tricks For Using MS Word to Automate Templates From HotDocs Wiki. This article should give you an understanding of how Microsoft Word works as it. ![]() ![]() How to Convert a Microsoft Office Document into Wiki Format How to Convert an existing word processing document into Wiki Format Some contributors may wish to import part of a word document into an existing article. A simple copy and paste from word processing programs, will often bring unwanted coding such as enlarge or bold font. To eliminate any extraneous coding, you can use the following steps. • Highlight the material in the word document you want to copy to the Wiki. • Hit the right mouse bottom and click 'copy' or hit CTLR+V. The material is now in your clipboard. • Open 'Notepad,' a program that comes with your windows program, or 'TextEdit' for a mac. If you cannot find these text editors, you can download a free text editor called ' • Paste the material into anyone of these text editors. They will remove this unwanted coding. • Then highlight this converted material and copy to your clipboard. • Paste this material where you want it on a page using either Visual Editor or Wikitext. Paste using VisualEditor • Click on 'Edit' at the top of the page to gain access to all of the article or 'edit' next to the header of the section where you want to add the new material. • Place your cursor where you want the new addition and hit CLTR+V or right click the mouse and click 'copy.' • Save the page. Paste using Wikitext • Click on 'Edit source' at the top of the page to gain access to all of the article or 'edit source' next to the header where you want to add the new material. • Place your cursor where you want the new addition and hit CLTR+V or right click the mouse and click 'copy.' ![]() • Save the page. Applies To: Word 2016 Word 2013 In Word, outlines are also called multilevel lists. The following steps show how to write a new outline from scratch. If, instead, you want to view an existing document in outline form, read. • Click Home and, in the Paragraph group, click the arrow next to Multilevel List. • Choose an outline style from the List Library. Point to each outline style in the library to view all the levels for the style. ![]() • Start typing to begin the list. Press Enter when you finish the line to start a new line. • To start a new list level, press the Tab key and begin typing. • Press Enter to return to the previous list level. The document is in Microsoft Word format so that you can type in your own information. [ ] PLEASE NOTE: The free legal forms and information displayed in this document is designed to provide you with an example that you can follow when creating your own business legal documents. As you know, local county, city and state laws vary. ![]() Therefore, it is recommend that you seek the professional legal counsel (from an attorney) before you enter into any legal binding contract or agreement. Hoover Web Design is not responsible for any liability that comes from the use of this free legal form. About Biztree Since 2001, Biztree has helped over 12,000,000 entrepreneurs, business owners, executives and managers to start, run and grow their business more efficiently. Our Business-in-a-Box software gives you unlimited lifetime access to our entire collection of 1,800 business and legal document templates. Whether you need to write a business plan, legal contracts, proposals, business letters, board resolutions, policies, spreadsheets or any other business document, simply fill in the blanks and get the job done in minutes! ![]() ![]() ![]() ![]() Jun 17, 2011 Why in the world would Microsoft include templates in 2010 that don't work in 2010? I have tried downloading. Need pleading template for Word. Project Management Template for Excel's name says it all: It adds a basic but flexible project management tool to Microsoft. The Best Food Tracking Apps. PPM project managers start quickly and execute projects with ease using built-in templates, familiar scheduling tools and access across devices. Calendar Once you have created a schedule outlining your projected milestones as well as the ultimate completion of your project, using a calendar will help you achieve all of the little daily goals that go into reaching the bigger deadlines. You probably have a calendar on your desk or your wall as well as a calendar program, such as Outlook, on your computer, but it can be beneficial to have a separate calendar that only pertains to dates and times associated with the project or even specific tasks. This for Microsoft Excel will help you manage your time and track the little details that make a project successful. Action Items It is important to track your project team's progress as a whole and to check in periodically with each team member to determine whether everyone is meeting goals and deadlines. While you don't want to micromanage, if a member or group is struggling to achieve targets you can work together to get back on track or even bring more help alongside those who need it. Having an allows you to record who is responsible for what actions and when they are expected to complete them. Action items should be discussed at team meetings as well as one-on-one discussions. Project Issues It does not matter if you have pulled together the most spectacular of project management teams, considered every little detail and planned for all possible outcomes, there are bound to be some issues throughout the span of the project. Free templates for project tracking will enable you to log issues. ![]() ![]() ![]() ![]() ![]() A enables you to track the description, team members involved, status, resolution and other important details. This type of log may even help you avoid the same type of issue in future projects. ![]() Featured Online Colleges Resume, Letter, Interview Resume Wizard - Resume Building Tool In Microsoft Word or Corel WordPerfect, how can I create a resume? To use a resume template in Microsoft Word or Corel WordPerfect, follow the appropriate instructions below. On this page: • • • • • • • • Microsoft Word 2007 for Windows For pre-installed templates • Click the Office button and select New. • In the 'Templates' section, select Installed Templates. • Select the appropriate resume template by double-clicking. Additional templates from Microsoft Office online • Click the Office button and select New. • In the 'Microsoft Office Online' section, select Resume. • Select the appropriate resume category. • Select the appropriate resume template by double-clicking. Microsoft Word 2003 for Windows • From the File menu, select New.. • In the 'New Document' task pane, in the section titled 'Templates', click On my computer.. • Click the Other Documents tab. • Double-click Resume Wizard. To create a resume in Microsoft Word you can use Word templates, the resume wizard, or create a resume from scratch. Let’s get started. You can use the resume. Subscribe Now: Watch More: http://www. Microsoft Word Resume Templates 1.0. Resume using Microsoft Word’s Resume template. This wizard will walk you through several easy steps in creating your resume. ![]() ![]() • The Resume Wizard will ask a series of questions about type and style that it uses to set up an outline for your resume. Click Finish at the end of the wizard. You will see a skeletal resume you can edit and save. Earlier Windows versions of Word • From the File menu, select New.. In the dialog box that appears, click the Other Documents tab. • Double-click the Resume Wizard icon. The Resume Wizard sets up an outline you can fill in and offers tips while you are writing. If you prefer, you can choose one of the other resume templates instead of the Resume Wizard. Microsoft Word 2001 for Mac OS and v.X for Mac OS X • From the File menu, select Project Gallery.. • In the Project Gallery window, under 'Category', click Home Essentials, and then Resumes. • Choose the style of resume you want to use. • In the template, replace the default text with your own and save the file with a new name. Microsoft Word 98 for Mac OS • From the File menu, select Open.. • In the Open dialog box, navigate to the folder where Office is located. • From this folder, select the Templates, and then the Other Documents folder. Here you will find templates for creating a resume. Double-click the template you want to use. • In the template, replace the default text with your own and save the file with a new name. Corel WordPerfect 9 or 12 for Windows • From the File menu, select New from Project. • From the top drop-down menu, if it is not already selected, select [WordPerfect] or [Corel WordPerfect 9]. • From the scroll-down menu below, select Standard Resume or Resume. Click Create to open the Resume template, which sets up an outline that you can fill in and offers tips while you are writing. Corel WordPerfect 8 for Windows • From the File menu, select New. • From the top drop-down menu, if it is not already selected, select [Corel WordPerfect 8]. • From the scroll-down menu below, select Resume. Click Create to start the Resume template, which sets up an outline you can fill in and offers tips while you are writing. Note: If the Resume template is not listed in the drop-down menu, you will need to install it from the Corel WordPerfect CD. To do this, follow the steps below: • In the dialog box, click the Options button. • Select Add Project, and then I want to add an existing project. • From the corel suite8 template folder on the WordPerfect Suite 8 CD, or the corel template directory on the WordPerfect Office 2000 CD, select the Resume template. Corel WordPerfect 3.5/3.5e for Mac OS • From the File menu, select Open.. • In the Open dialog box, navigate to your WordPerfect folder. Select the WordPerfect folder, then the Templates folder, and then the More Templates folder. Inside that folder, look for the Resumes folder; here you will find templates for creating a resume. Double-click the template you want to use. • When you open the template, WordPerfect will prompt you to fill in some basic information including your name, address, and phone number. Fill in the requested information and WordPerfect will add it to the resume automatically. In the template, replace the default text with your own and save the file under a different name. ( ) • • • • • • • • • • • • • • • • • • • • • • • • • • • •||| Copyright 2009. All Rights Reserved. To create a resume in Microsoft Word you can use Word templates, the resume wizard, or create a resume from scratch. Let’s get started. You can use the resume wizard in Microsoft Word, or if you have an internet connection, there are dozens of resume templates on the Microsoft Office site, free to download. There are many different resume templates to choose from including chronological and functional resumes. There are also career specific resumes. There are also CV templates, better known as cover letter templates, mixed in with the resume templates How to Create a Resume in Microsoft Word Downloading Resume Templates Word 2007 Here are the guidelines: • On the File menu, click New. • In the New Document task pane, under Templates, click Templates on Office Online, and then search for resume. Creating a Basic Resume Using Microsoft Word 2007 1. Go to File>New and open a new document. Enter your contact information at the top of the page, including your first and last name, address, telephone number, and cell telephone number. Next, you will enter the first section of your resume, your work history. Enter the title as “Work History“ or “Experience.” Here you will enter your work history beginning with your most recent or current employer. Enter the length of time at the employer, followed by the name of the company, the city, and the position held. In bullet points, enter your duties and tasks. The next section is titled “Education.” Enter any degrees you’ve earned or any other training you’ve taken. Include the name of the school, the name of the degree and the date completed. Label this section “Skills” Here enter any special skills that you have such as a second language. Label this section “References.” Indicate“ available upon request.” 6. Finally, go to File>Save, giver your file a name and save it on your hard drive. “You have to surrender to the fact that you are of too many in a highly competitive field where it is difficult to stand out. Over time, through your work, you will demonstrate who you are and what you bring to the field. Just stay with it and keep working.” (Lisa Kudrow). I have installed Microsoft_DynamicsGP11_VSToolsSDK_x86_en-us and after that MicrosoftDynamicsGP11-VSToolsSDK-x86-KB2672783-ENU for Visual Studio Tools for GP2010. Currently I am using Visual Studio 2012. While installing First SDK I got option to install Template for VS 2005, 2008 & 2010 but not for 2012. Is that mean Dynamics GP Template is not available for Visual Studio 2012? ![]() My class template is missing from the 'add new item' dialog. This file exists and has the template files inside C: Program Files Microsoft Visual Studio 9.0 Common7. Did I missed something? Your guidance is highly appreciable. Your earliest reply is highly appreciable. Thanks Sandip. ![]() ![]() • Open Word and search for 'questionnaire' When you open Word, you are presented with the options to open a blank page or choose a template. Type in 'questionnaire' into the search bar, and press the search icon or the Enter key. You can also search for 'survey' to find additional relevant forms. • Choose a template Questionnaire templates that may be useful include multiple choice tests or survey kits, learning goal worksheets and parent-teacher conference concern checklists. Survey templates that may be useful include restaurant surveys, customer satisfaction surveys, school surveys for parents or surveys of quality. • Customize your questionnaire Use the available formatting tools to customize your questionnaire. Change the look of the form with different colors and font, and change the content to fit your needs. ![]() Make sure to proofread the form to ensure none of the unrelated template content remains on it. ![]() Upload Word file to Create Test. Template for Single and Multiple Choice questions; Template for Fill in Blank and Short numeric response questions. Multiple-choice test or survey kit (for creating 3, 4, or 5-answer questions). Create a multiple-choice test or survey with this template, using Quick Parts to add new 3-5 answer questions; includes customizable title and instructions. Multiple-choice test or survey kit (for creating 3, 4, or 5. Templates Support Office blog Subscribe Buy Office 365. Excel Services in SharePoint 2010 Dashboard Improvements. In a SharePoint dashboard page. Try Microsoft Edge A fast and secure browser that's designed for Windows 10 No thanks. Office templates & themes. Thousands of templates to jump start your. Free productivity dashboards and templates a free microsoft excel template. Template excel 2010 ebooks pdf free Microsoft Office Final Exam Stdy Guidesolutions. Download free excel dashboard reporting templates. Free Templates, Tools, Samples, Addins. Excel dashboards charts, tools tips and tricks. The best dashboardsite on the web. Try Microsoft Edge A fast and secure browser that's designed. No results; 0. Office Buy Office 365. Featured Excel Templates. ![]() I wish to build my users a DashBoard that has internal Hyperlinks to documents saved on a Mapped Drive to an internal server. The documents listed will be the most common used templates that the users create quotations etc. What is the best method to do this? Put hyperlinks on a document, create a user form? I just don't know. ![]() I want to open the template as create new not edit the existing template. I need the user to be able to keep this dashboard open while they create their various documents and just switch to it as and when they require an additional document. Any ideas how to best produce this? Thanks Toni Toni Chaffin aka Talisa. ![]() Excel Dashboards – Tutorials, Templates, & Examples Dashboard reports allow managers to get high-level overview of the business. Excel is an excellent tool to make powerful dashboards that can provide analysis, insight and alert managers in timely manner. In this page (and others linked here) you can find a lot resources, templates, tutorials, downloads and examples related to creating dashboards using Microsoft Excel. ![]() ![]() Use the below links to quickly access various sections of this page. • • [Dashboard Tutorials] • • • • • • • What is a Dashboard? Dashboard reports allow managers to get high-level overview of the business and help them make quick decisions. Dashboards are often called as management dashboards or information dashboards or dashboard reports. How to Make a Dashboard? You can create dashboards using a lot of different tools. However, in my opinion, Microsoft Excel is an excellent choice for creating and distributing dashboards due its ease of use and universal availability. Read the following tutorials to understand how to make Excel Dashboards: [6 part tutorial] In this 6 part tutorial, you will learn how to create a KPI (Key Performance Indicator) Dashboard ground up using MS Excel. You can download the example files with full details at each step so that you can practice the techniques and fine tune your dashboard development skills. The final dashboard looks something like this: [4 part tutorial] In this 4 part tutorial, learn how to create a fully interactive & dynamic customer service dashboard using Excel & VBA. We will be using features like form controls, picture links, conditional formatting, advanced formulas& tables in this. The final outcome is shown below, This tutorial is part of our project management using excel series. In this article, I explain the process of dashboard creation along with a free downloadable template for you. This is how the final dashboard looks: More Dashboard Tutorials: Over time I have written a lot about Excel Dashboards on this blog. Here is a sample of the tutorials on Excel Dashboards. You can find all the dashboard articles under. • • • • • • •. Dashboard Do’s and Don’ts: Dashboard design is a complex process. It is very easy to make mistakes and choose wrong alternatives along way. In this section, you can find practical advice that can be immediately applied to your next dashboard project. Should you use Gauges / Speedometer charts in Dashboards? Is a very popular way to display a single metric in dashboard. In my opinion, they are a bad choice for depicting the status of one metric (or KPI). You can use a better alternative like or to show the same information with more context. Also, read the discussion on. How to show Budget vs. Actual, Target vs. Actual performances? A common feature in most dashboards is the budget vs. Actual performance charts. We have discussed and explained various alternatives on this here at Chandoo.org. • • • • How to Select the Right Chart based on your Data? Selecting right chart is very important as right charts lead to quicker decisions. Please go thru the below links on advice related to chart selection: • • General Dashboard Advice & Tips: • • • • • • •. Additional Resources on Dashboards If you make dashboards or you are about to enter the exciting world of dashboard visualizations, then the following links should greatly help in improving your knowledge: Dashboard & Charting Related Resources on Chandoo.org • • • • Dashboard Resources in the Web There are tons of website talking about dashboards. These are my favorites: • – for insightful commentary on various BI and Dashboard solutions and examples. • – for excellent Excel and Tableau based dashboards and tutorials • – for commentary on sparklines, dashboards, charting and more • – for examples of real dashboards (check out other sites in that network – ) • – for commentary on general charting and dashboard design You can find the latest posts from these blogs in the sidebar area too. PS: If you know a great resource for dashboard design & implementation please share it with me. I would be very glad to include that site here. Recommended Training Programs I conduct an where you call learn how to create world class Excel dashboards. All the tricks & ideas you see here are explained in that program. Please consider joining our course to learn more. Recommended Tools for Dashboard Design in Excel I am very glad to tell you about my Ready to use Excel Dashboard Templates, which can help you create beautiful, awesome, informative & elegant dashboards in just a few minutes. Take a look at below 3 minute video to understand how they work. If interested. ![]() ![]() Looking for stock management template regarding control inventory database in Microsoft Access format. You can manage “New Transaction” to “supplier” and. This stock inventory template used to mange the entire company stock as well as employee working in store and. Microsoft Access Templates; Non-Profit Database. ![]() ![]() Hi, I have recently downloaded an Inventory Management Database template that is made available online through MS Office website. It is based on Access version 2003, the link can be found at I am using Access 2010 and everything works well except that I would like to have photo being displayed on each product. However, the 'Add Image' button is greyed out when I try editing in Design View mode. I wonder if someone can shed light on how to enable this function to an existing template? Moved from Community Participation Center]. I should make it clear that my demo files are neither templates nor tutorials, but illustrations of methodologies to accomplish common tasks. I do assume that anyone making use of them has the relatively modest level of technical ability to understand how they work and adapt what I have done to their own requirements. The code for the close button's Click event procedure could be directly copied and pasted into a button's event procedure in any form as it is generic. That for the delete image button basically just sets the ImagePath control Null. It also shows the 'No Image' label and hides the image control, but that is an added refinement which is not necessary for the form to function, The code for the add image button's Click event procedure is now rather outdated as it uses Bill Wilson's BrowseForFileClass class module to open the common dialogue. This still works but these days we'd use the FileDialog property of the Application object. How to Make an Inventory Database in Access. Keep and Control Records Using Microsoft Access. Microsoft Access Help Database Forums and Wiki by UtterAccess.com. If you want to base your code on mine then you'd need to copy the class module from my demo into your database. Using the FileDialog property, the class module would not be required and the basic code would be along these lines: Dim strPath As String With Application.FileDialog(1) If.Show Then strPath =.SelectedItems(1) Else Exit Sub End If End With Me.ImagePath = strPath _____________________ Ken Sheridan, Stafford, England 'Don't write it down until you understand it!' - Richard Feynman. If you haven’t already,. Read on to learn how to use the template to make your own database and start using it to help run your business. In this article Start the database for the first time When you first create the Goods database, some sample data is included in the database so that you can get an idea of what types of data each form or report contains. A dialog box appears which allows you to choose whether to keep the sample data or delete it so that you can begin entering your own data. Click this button to open the database and work with the sample data. This will populate the Goods database with data from the fictional company Northwind Traders. Click this button to delete the sample data so you can begin entering your own. This also prevents this dialog box from appearing the next time you start the database. Clear this check box to prevent the dialog box from appearing next time you start the database. Note: All fields and controls in the Goods template that display currency data use a dollar sign ($) as the currency symbol. If your locale uses a different currency symbol, you should consider adjusting the affected fields and controls before you remove the sample data. For more information, see the See Also section. Getting started: Add existing data to your Goods database The Getting Started tab includes links to videos and other resources that will help you begin using the database quickly. In addition to providing assistance for using the database, the Getting Started tab contains additional tabs that let you set up the database for its initial use. • When you are finished viewing the information on the Welcome tab, click Next. Enter your company information On the Company Info sub-tab, you can enter information about your company, such as name, location, phone, and email address. The company name you enter will be displayed at the top of the database “Main” screen (where you see “Northwind Traders” in the preceding illustration). Your company information will also be displayed on invoices and other reports created by the database. • Type in your company’s information into the boxes, click Save and Apply Company Settings, and then click Next. Note: It is not necessary to enter all of your data by using the Getting Started sub-tabs. Most of the information that you can enter on these sub-tabs can also be entered on the main tabs, such as Products, Orders, and Employees. However, these sub-tabs give you a convenient way to get started entering data. Enter employee information On the Employees sub-tab, you can begin adding employees to the database. This will help you track who was the salesperson on each order, who submitted an order, and so on. If you are a sole proprietor, the database will work fine with just a single employee. • Type each employee’s information into the datasheet, and then click Next. Note: You can also view, edit, and add employees on the main Employees tab. Enter products, categories, and suppliers On the Products sub-tab, you can begin adding products to the database. These are the products that your business sells. You can also edit the lists of categories and suppliers on this sub-tab. • Type each product’s information into the datasheet, and then click Next. • Alternatively, click New Product to open the Product Detail form, into which you can enter the product information. • Click Edit Categories or Edit Suppliers to edit the lists of categories and suppliers. • When you are finished editing product information, click Next. Note: You can also view and edit inventory levels, categories, and suppliers on the corresponding sub-tabs of the main Products tab. Enter orders If you already have some orders on hand, you can enter basic information about them on the Orders sub-tab. • For each order, enter the information you have, such as Order Date, the employee who took the order and the customer. • If you enter a customer that has not yet been entered into the database, Access prompts you to enter the new customer. Click Yes, and then fill in the information you have. When you close the datasheet, the customer will be available in the Customer drop-down list. • When you are finished editing order information, click Next. Note: You can also view and edit inventory levels, categories, and suppliers on the corresponding sub-tabs of the main Products tab. Dashboard: View orders and purchasing status The Dashboard tab provides a convenient place to view active orders, as well as any products that are running low on inventory and need to be reordered. You can also edit the information that you see on this tab—just click in the cell that you want to edit and begin typing. To enter detailed information about new customer orders or purchase orders, click New Customer Order or New Purchase Order, and then fill in the form that appears. Products: Manage products, inventory, and suppliers The Products tab is where you manage all aspects of the products you sell, such as: • Detailed product information • Inventory levels • Discontinued products • Product categories • Suppliers of your products When you click the Products tab, it initially displays a datasheet listing of all products currently being sold by your business. You can enter and edit product information directly into the datasheet. • The Product Code field can contain any combination of text and numbers, as long as you use a unique value for each product. • To add a new product, type it into the datasheet or click New Product to open the Product Detail form. • To edit the details of an existing product, click the product code in the datasheet. The Product Detail form appears, in which you can view and edit the information about the product. Manage inventory The Goods database template provides automatic tracking of inventory; whenever an order is shipped, or new products are purchased, the database automatically updates the inventory so that you know how much stock you have on hand at any time. The database will also display products that need to be reordered, based on thresholds you specify. On the Products tab, click Inventory Levels. This datasheet displays current inventory levels and other thresholds for each product as follows: • On Hand The number of items that you currently have in stock. • Allocated The number of items that have been ordered by customers, but not yet shipped. • Available The difference between the number of items on hand and the number allocated. • Shrinkage This is the number of items that have been lost due to damage, spoilage, loss, and so on. • On Order The number of items that you have ordered to replenish stock, but which have not yet been received. • Current Level The number of available items minus the number of items on backorder, plus the number of items currently on order. • Target Level The number of items that you want to have on hand to accommodate the predicted level of orders. • Below Target The current number of items at which you are below your target level. • Purchase Click the Purchaselink to enter a new purchase order. For more information about purchasing, see the section. Check to see which products need restocking To see at a glance which products need to be ordered, on the Products tab, click Needs Restocking. This view is the same as the Inventory Levels datasheet, except that the records have been filtered to only those that are at or below their specified reorder level. To quickly reorder a product, scroll to the right and click the Purchase link. For more information about purchasing, see the section. View discontinued products On the Products tab, click Discontinued Products to view a list of products that have been marked as discontinued. • To reinstate a discontinued product, click its product code, and then in the Product Detail form, clear the Discontinued check box. Create categories for products Categorizing your products helps you to organize them on forms and reports. On the Products tab, click Categories to customize your list of categories. Enter each category on its own line. • To delete a category, click the gray box just to the left of the ID, and then press DELETE. Note: Access prevents you from deleting any categories that are connected to products. For example, you cannot delete the “Beverages” category if there are any products that are still assigned to that category. Manage supplier information Suppliers are the businesses and individuals from whom you purchase your inventory. To keep track of your suppliers’ contact information, on the Products tab, click Suppliers. • Click an ID to open an existing supplier record and edit their information. • Click (New) at the bottom of the ID column to enter a new supplier, or just begin typing on the last row of the datasheet. • To delete a supplier, click the gray box just to the left of the ID, and then press DELETE. Note: Access prevents you from deleting any suppliers that are connected to products. For example, you cannot delete Supplier X if any products are still listed as coming from that supplier. Delete the supplier’s products first, and then delete the supplier. Orders: Manage customer orders The Orders tab is where you go to enter new orders, view orders by status, and track information about customers and shippers. Enter a new order When a new customer order comes in, you use the Customer Order form to enter the details. • On the Orders tab, click New Order. Alternatively, on the Dashboard tab, click New Customer Order. The Customer Order Form appears. • Select a customer from the drop-down list. If this is a new customer, click New, fill in the customer’s information on the Customer Details form, and then click Save and Close. • Fill in the information on the Customer Order Form, being sure to also fill in the fields on the Shipping Information and the Payment Information tabs. • When you have finished filling out the order, click Save & Close. View and manage orders by status Each order moves through several different statuses, which are automatically updated as you perform the tasks of entering, invoicing, and shipping an order: • New • Invoiced • Shipped • Completed When you first click the Orders tab, the datasheet displays all active orders (all those with a status other than Completed). After an order has been taken, the process flow is as follows: Create an invoice When an order is first entered, it is marked as New. The next step with a new order is to send an invoice. To invoice an order: • On the Orders tab, click Need Invoicing to see all orders that are ready for invoicing. • Double-click the order that you want to invoice. • In the Customer Order Form, check that all the information is correct. • On the Shipping Information tab, verify that a shipper has been selected in the Ship Via box. • Click Invoice Order, and then click Yes to confirm. The Goods database marks the order as Invoiced, and displays an invoice for you to print. Enter a customer payment Some businesses require payment before an order can be shipped. Others allow shipment to occur before payment is received. The Goods database allows for either scenario. To enter a payment: • On the Orders tab, click Awaiting Payment. Note: This filters the datasheet to show orders that are marked as Invoiced or Shipped. If your business requires payment before shipping, and you see an order marked as Shipped in this view, you will probably want to investigate why the order was shipped before payment was received. • Double-click the order for which you want to enter a payment. • In the Customer Order Form, click the Payment Information tab. • Select a value from the Payment Type list, and fill in any other payment information you have. • Do one of the following: • If the order has not yet been shipped, and you want to ship the order now, click Ship Order. • If the order has already been marked as Shipped and you now consider the order complete, click Mark as Completed to complete the order. • To close the Customer Order Form without making any further changes, click Save & Close. Ship an order As mentioned in the previous section, some businesses require payment before an order can be shipped, whereas others allow shipment to occur before payment is received. Therefore, the Goods database does not enforce a rule requiring payment before shipping. To ship an order: • On the Orders tab, click Ready To Ship to see all orders that have been marked as Invoiced. • Double-click the order that you want to ship. • If your business requires payment before an order can be shipped, click the Payment Information tab and verify that payment information has been entered. • Click Ship Order, and then click OK on the confirmation message. • Do one of the following: • If you now consider the order complete, click Mark as Completed to complete the order. • To close the Customer Order Form without making any further changes, click Save & Close. Mark an order as Completed After an order has been shipped and payment has been received, you can mark it as Completed. • Click the Orders tab, and then scan the list for any order that has dates in both the Shipped Date and Payment Date columns. This indicates that an order has been shipped and that payment has been received. • Double-click the order that you want to mark as Completed. • In the Customer Order Form, click Mark as Completed, and then click OK on the confirmation message. • Click Save & Close. Marking an order as Completed removes it from most of the views in the database. However, you can still view completed orders by clicking the Orders tab, and then clicking Completed Orders. Order status quick reference The following table provides a quick reference for which orders are displayed in each view, as well as the actions you can take on those orders: If you click and the order status is you can perform the following task(s) on the Customer Order form: Notes: Orders New Invoice Order A shipping company must be specified before order can be invoiced. Orders Invoiced View Invoice or Ship Order Orders Shipped View Invoice or Mark as Completed Need Invoicing New Invoice Order A shipping company must be specified before order can be invoiced. Ready to Ship Invoiced View Invoice, Ship Order Awaiting Payment Invoiced View Invoice, Ship Order or Mark as Completed Awaiting Payment Shipped View Invoice, Mark as Completed Shipping and payment information must be entered before order can be marked as completed. Completed Orders Completed None Manage customer information The Goods database stores contact information about all your customers. You can add new customers as part of the process of, or you can manage your customers by using the following procedure: • On the Orders tab, click Customers. • To edit an existing customer, click in the field you want to edit and then start typing. • To add a new customer, click (New) at the bottom of the ID column, or just begin typing in the last row of the datasheet. Manage shipper information The Goods database stores contact information about all your shippers. You can manage your customers by using the following procedure: • On the Orders tab, click Shippers. • To edit an existing shipper, click in the field you want to edit and then start typing. • To add a new shipper, click (New) at the bottom of the ID column, or just begin typing in the last row of the datasheet. Purchases: Restock your inventory If your business obtains its products from wholesalers or other businesses, it is necessary to make purchases to restock inventory. The Goods database lets you create and track purchase orders, and automatically updates inventory numbers as purchased items are received. All of these tasks can be done from the Purchases tab: Create a purchase order Creating a purchase order is the first step in buying new inventory. • On the Purchases tab, click New Purchase Order. • In the Purchase Order form, select a supplier. If you are ordering from a new supplier, click New, fill out the information in the Supplier Details form, and then click Save & Close. • On the Purchase Details tab, select the products that you want to order, and enter quantities for each. • If the purchase order is ready to be submitted, click Submit Order. Otherwise, to keep the purchase order in New status so that you can make changes to it before submitting it, click Save & Close. The database creates the purchase order and marks it as New. Submit a purchase order for purchasing The next step for a new purchase order is to submit it for purchasing. This step updates the inventory totals so that you know how much stock is currently on order. • On the Purchases tab, click Awaiting Approval. • Double-click a purchase order to open the Purchase Order form. • Check that the products, quantities, and prices are accurate, and then click Submit Order. The database marks the purchase order as Submitted and updates the On Order quantity for the products being ordered. If an order is large enough to put a product’s inventory above its Reorder Level setting, the product is removed from the list. Receive inventory When new inventory is received, the next step is to mark it as such. This updates the inventory totals so that you know how much inventory is on hand. • On the Purchases tab, click Inventory Receiving. • Double-click a purchase order to open the Purchase Order form. • On the Purchase Order form, click the Inventory Receiving tab. • For each product received, select the Post To Inventory check box. • If all items have been received and payment information has been entered on the Payment Information tab, you can click Complete Order to mark the purchase order as Completed. • If some items on the purchase order have not been received yet, click Save & Close. You cannot complete the order until all items have been received and posted to inventory. Complete a purchase order If all the items on a purchase order have been posted to inventory, and payment information has been entered, you can mark the purchase order as Completed. This removes the purchase order from the active purchase order lists, and moves it to the Completed Purchases list so that you can refer to it later if needed. To mark a purchase order as Completed: • On the Purchases tab, click Inventory Receiving. • Double-click a purchase order to open the Purchase Order form. • Click the Payment Information tab and make sure that the correct payment information has been entered. • On the Purchase Order form, click Complete Order. Manage supplier information Suppliers are the businesses and individuals from whom you purchase your inventory. To keep track of your suppliers’ contact information, on the Purchases tab, click Suppliers. • Click an ID to open an existing supplier record and edit their information. • Click (New) at the bottom of the ID column to enter a new supplier, or just begin typing on the last row of the datasheet. To delete a supplier, click the gray box (record selector) just to the left of the ID, and then press DELETE. Note: Access prevents you from deleting any suppliers that are connected to products. For example, you cannot delete Supplier X if any products are still listed as coming from that supplier. Report Center: View and print reports The Goods database template includes six reports, which you can view and print by clicking the Report Center tab: To preview a report: • Under Select a Report, click the report that you want to view. Access displays the report in the preview pane. Some reports let you customize filters and grouping options at the top of the preview pane. To print a report: • Click Open in New Tab, and then on the File tab, click Print, and select the print options that you want. Advanced: Manage customers, employees, suppliers, categories, and shippers The Advanced tab provides a convenient place to manage the following lists: • Customers • Employees • Suppliers • Categories • Shippers Each list is displayed as a datasheet, where it is easier to spot inconsistencies and make bulk changes to data. Next Steps As you begin to use the Goods database to manage your business, you will most likely think of new ways in which you want to query or filter your data. You may also discover that you want to modify the database to better suit your needs. The links in this section take you to more information about the typical tasks and modifications that you can do. • For information about finding, filtering, or querying data in Access, see the following: • • • • For more detailed information about creating new database objects, see the following: • • • • • • And finally, an important article about safeguarding your data. |
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March 2018
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