Hi!

I want to create individual templates for my colleagues, that have the following details in the footer: page number, author, time of creation and the individual phone number of the author. Only the latter is not working by inserting field functions.



In order to have the number in the footer we used to insert the users phone number in MS user details (phone number in address field) and inserted field function USERADDRESS but this seems not to work anymore.

What am I doing wrong? Am I missing something or is there a better way to solve this?

Thanks in advance for your help

The way I do this is to have the information saved as AutoText or some other building block stored in a global template with a different template on each user's computer. Then, use an AutoText field (which works with any building block) to display the information in the letter template.

When a new document is created based on the template on that computer and print preview is run, these update with the information from the global template's entries. You can put such fields in any templates and it will pull the information.

• Global Template
• Where can Building Blocks be stored?

I like this. Going to attempt to use this for something similar. Does the auto-text component on each individual's computer have to be saved as the same name? I would imagine it does.

Yes, it does. The idea is that the same template will have different information when used on different computers.

I once did this with several levels of globals: One for the firm with logos and main addresses, one with regional office information, one with local office information, and one with individual attorney information. The firm letterhead wanted all of that.
If you want, you can include an AutoNew macro in your templates to update all AutoText fields upon document creation. That is what I do.

You can also have it lock or unlink the field once it is updated so if the document is sent out in Word format it will not cause confusion or get error messages for AutoText not found.
Again, these snippets do not have to be in AutoText; they can be in any Building Block gallery including the custom ones. The AutoText Field still gets the info.

Rather than customising a secondary template for each user, in the past I've done this by using a macro to write user-specific information to their registry and then the templates read this as new documents are created.

Office addresses would be configured as entries saved as building blocks and the preferred office name/id might be stored in the registry. This would allow users to move between offices and change locations in the document and still retain a 'default' office location.

__________________
Andrew Lockton
Chrysalis Design, Melbourne Australia

Another possibility, and one I tend to use myself, would be to create a lookup table of the users (see attached) which I would store in the same location as the template, to insert the required data in a content control (or controls) in the documents created from the template.
To see how this would work, put the template and workbook from the attachment in the same folder. Add your username, initials and phone number to the worksheet, then create a new document from the template.

Attached Files

Word Template.zip (32.8 KB, 2 views)

__________________
Graham Mayor - MS MVP (Word) (2002-2019)
Visit my web site for more programming tips and ready made processes www.gmayor.com