Quick Access

ashippen · #1 03-15-2016, 05:54 AM

Is there a way to open a previously saved document from the quick access tool bar. I have a client that would like to have a file saved with their letter head and would like to open it from the quick access tool bar. I suggested to pin the document in the recent documents section. Also, using a macro and quick parts (building blocks organizer), but they aren't happy with those choices. The end user wants to get the letter head from the quick access tool bar, but I am not sure how to do make that work. I appreciate any help/ advice. Thanks!

gmayor · #2 03-15-2016, 06:13 AM

The client should not be accessing a previously saved file for use as the basis of a new document. That's what templates are for.

Clear the variable text from the document and save it as a template, then create a macro similar to the following and call it from a button added to the QAT (Quick Access Toolbar) http://www.gmayor.com/installing_macro.htm

Code:

Option Explicit

Sub MyNewDoc()
    Documents.Add Template:="C:\Path\TemplateName.dotx" 'Change the path and name as appropriate
lbl_Exit:
    Exit Sub
End Sub

Charles Kenyon · #3 03-15-2016, 11:48 AM

See the Easy New Document Template Package as well as the Letterhead Add-Ins on my downloads page for examples. I agree strongly with Graham that this is a job for a template, not a document.

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