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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