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MS Office Forum / Outlook / Contacts / August 2004

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New Letter to Contact/Template problem

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JohnL - 27 Aug 2004 11:05 GMT
We can't get the wizard to work with our own letter
templates.

The letter template (LiloGenLetter.dot) is currently
stored on our Server, and the file locations in Word
(both User and Workgroup)are pointing to this folder.

When we select 'New letter to Contact', Word opens and
goes into the wizard, giving us the option to 'Choose a
page design'. Our letter template does show in this list,
however when selected, there is no preview and
ultimately, on completing the wizard, all we get is the
address block.

We have tried by putting the template on the local/client
machine, changing the file location settings etc, however
the same thing happens.

Any suggestions, gratefully received.

John L
Russ Valentine [MVP-Outlook] - 27 Aug 2004 11:32 GMT
To send a Form Letter or use a Custom Template for a new letter to a
Contact, you can use the Letter wizard invoked with the Actions... New
Letter to Contact.

Versions?
For your custom letter template to appear in the list of Page Designs in the
Microsoft Word Letter Wizard, the letter templates you create must be saved
in the "Letters & Faxes folder Word 97) or the Templates\1033 folder (Word
2000 or 2002). The word "Letter" must be in the file name. Details here:
http://support.microsoft.com/support/kb/articles/q181/2/73.asp
http://support.microsoft.com/support/kb/articles/Q197/3/40.ASP
http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q210884
http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q291186

Once you have set up your Custom Template(s) you should see it as a choice
when you use the New Letter to Contact option in Outlook.

You cannot load boilerplate text in the body of the letter template. You
must create AutoText entries for the boilerplate. The easiest
thing to do would be to create one template and load the text for each
letter under its own style -- see KB article Q170342 (WD97) or Q207925
(OL2000).

Take a look here for some other ways to merge Contact data to a new letter
to a Contact:
http://www.slipstick.com/contacts/startletter.htm

Signature

Russ Valentine
[MVP-Outlook]

> We can't get the wizard to work with our own letter
> templates.
[quoted text clipped - 17 lines]
>
> John L
JohnL - 27 Aug 2004 14:02 GMT
Thanks Russ,

As it turned out, I was doing it right, however I didn't
realise that anything in frames or graphics wouldn't show
up. We don't use preprinted headed paper; all our company
details/logoes etc are bulit into the word template
unfortunately.

many thanks though. At least I won't carry on doing the
impossible!

>-----Original Message-----
>To send a Form Letter or use a Custom Template for a new letter to a
[quoted text clipped - 10 lines]
>http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q210884
>http://support.microsoft.com/default.aspx?scid=kb;EN-
US;Q291186

>Once you have set up your Custom Template(s) you should see it as a choice
>when you use the New Letter to Contact option in Outlook.
[quoted text clipped - 32 lines]
>
>.

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