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Using Word Templates in Outlook

By sthor ·
I want to create a Word template that can be made available in an Outlook public folder. I want to do several things, none of which I can find any information about elsewhere:

1. I want a template that can be partially populated from an Outlook contact, then manually filled in by the user.
2. I want to save the template in a public folder so it will be available to remote users when they are offline, and can be easily updated from a central location.
3. I want to save the completed document to a central location but also make it available from the contact that it's related to.

Thanks

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by misscrf In reply to Using Word Templates in O ...

what do you mean a word template? This may be a little off, but you could probably accomplish this by creating a form in outlook and mimicking the template design that you want. Then just be sure to publish it in the organizational forms library, so that everyone can access it.

I am a little confused as to how you intend to incorporate a word template into outlook, as I would think that this would be more of a customized stationary...

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by sthor In reply to Using Word Templates in O ...

By template I mean a document that already has formatting and text. I created a Word form with fill-in fields, then turned that into a merge document. I then can perform a merge using one or more contacts as the data source. If I lock the form (to activate the form fields) then I can do the merge. And if I lock the form after the merge, the form fields disappear.

I want the document (and other documents) to be available to all users from a public folder that will be synchronized to remote users' PCs. I haven't been able to find a way to save documents to a public folder.

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by jharris In reply to Using Word Templates in O ...

Have you considered add a button to your contact form and programming it to open the template and pre-fill part of the information? I had that exact issue and the buttons have worked very well for me. Since you are using Outlook, you should check out OutlookCode.com and/or Sue Mosher's Book "Microsoft Outlook Programming". It has really helped me a lot. Here is the code I used for my button. (It is for an excel template, but it is the same idea).

Sub btnTransmitXL_Click()
Set xlApp = CreateObject("Excel.Application")
If xlApp Is Nothing Then
MsgBox "Couldn't start Excel."
Else
'Instead of open the template is added.
Set xlTemp = xlApp.Workbooks.Add("I:\Masters\Outlook - DO NOT MOVE OR MODIFY\KillianGroupTransmittalTemplate.xlt")
xlApp.Cells(4, .Value = CStr(Item.FullName)
xlApp.Cells(3, 2).Value = CStr(Item.CompanyName)
xlApp.Cells(4, 2).Value = CStr(Item.BusinessAddressStreet)
xlApp.Cells(5, 2).Value = CStr(Item.BusinessAddressCity) & ", " & CStr(Item.BusinessAddressState) & " " & CStr(Item.BusinessAddressPostalCode)
xlApp.Cells(6, 2).Value = CStr(Item.BusinessTelephoneNumber)
xlApp.Cells(6, .Value = CStr(Item.UserProperties("Project Name"))
xlApp.Cells(2, 9).Value = CStr(Item.UserProperties("Project No."))
xlApp.Cells(8, .Value = CStr(Item.UserProperties("License No."))
xlApp.Cells(16, 2).Value = CStr(Item.UserProperties("Plan Date"))
Set olApp = CreateObject("Outlook.Application")
Set olNamespace = olApp.GetNamespace("MAPI")
xlApp.Cells(34, 7).Value = olNamespace.CurrentUser
With xlApp
.Visible = True
.UserControl = True
End With
Set xlTemp = Nothing
Set xlApp = Nothing
End If
End Sub

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