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#1
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Anyone in San Francisco-Sacramento area who can teach me how to make a template
I need to develop good stable templates before end of January 2019, therefore, don't have time to learn everything by myself from this forum. Is there anyone in San Francisco-Sacramento area who can teach me (at their facility or mine) how to make a true template in Word & Power Point. I am using Office 2013 on Windows 10 OS (home) and Office 2010 on Windows 7 OS (work).
I have sales and engineers who jointly work on highly technical proposals and presentations. They frequently cut & paste sections from other documents into new documents that mess up the styles and formatting. I clean these up before sending to the customer but would like to create templates that lock the styles in the resulting .docx/.pptx files. I have found threads here to automate some cleanup but would like to also remove (or block) all of the unwanted styles that might be imported into the document to be saved/re-edited. I would also like to import spreadsheet data into the document as a table. I am familiar with creating/using styles, format painting, formatting and using fields to import text (Includetext … ) from other standalone documents. So, once I am able to create a stable template, I will cut sections of our older proposals, apply the template styles and clean it up for importing it into future documents. I will then teach our sales & engineers how to use the styles and the pre-formatted text to create their new proposals and presentations. The templates, other pre-formatted text pieces and the final saved docx/pptx file will be saved on our LAN. If you are able to teach me how to do this, please advise. |
#2
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I am not there but in the Midwest and do not have time to teach you. Sorry.
Here are some references: |
#3
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Thank you Charles. If anyone knows someone in my area, please recommend them.
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