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Word 2010 template automation; replacing logos and choosing text to populate

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Hi,

I recently started work in a position where there are 22 Word 2010 templates used by the company. The company has decided to divide into 4 business units and brands each template accordingly, thus, those 22 have just become 88 templates to manage (ridiculous) where each business unit uses a unique logo, header/footer, and advanced properties. As a result, I'm trying to improve the way the whole documentation system works, thus, my question is two-fold:

1. Is there a way of automating the branding changes, so that there can be a single 'set' of templates where users can click a button, run a macro, choose from a drop down list, etc to replace the branding (logo, header/footer) with their appropriate business unit branding?

2. On a similar note, is there a better way to limit the number of templates in the 'set' all together, so that there are primary templates where users can select content/headings to populate the template based on the document they are creating. For example, our business is sofware development, we have templates for the entire software dev flow - requirements docs, design docs, etc - is there a way to say something like I'm creating a requirements doc, so populate the document with the SRS heading fields I require, or the Design document headings, etc.....

Not a part of my job requirement to do this task, however, a problem I'd like to find a better solution to.

I haven't needed to do any macro/template development since Word 2003; so I'm not sure if there are new functionalities that can provide some of the things we need, if it requires coding, etc. I guess I'm asking, what are the best ways to streamline our range of templates and how do I go about learning to do it. I've been googling for days, but struggling to even find where to start.

My other 'issues' include a work force that is located around the world and often not online, and several that have just decided to go out and buy Macs!

Your assistance, ideas, advice will be very appreciated.

Thanks
- Edited by KLM09 Tuesday, November 13, 2012 3:28 AM
Tuesday, November 13, 2012 3:25 AM

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Q1:

Method 1. Using Quick Parts

We can save the branding (logo, header/footer) as Quick Parts in the templates

Learn how to use Quick Parts
http://office.microsoft.com/en-us/word-help/quick-parts-HA010370568.aspx

Method 2. Using Clip Organizer

For detail steps please refer to the following support article:

How to share Clip Organizer clips among people who have access to the same network
http://support.microsoft.com/kb/300859

Note: This article is written for Microsoft Clip Organizer 2002 (Office XP), but most steps also applies to Office 2010. When mentioned "Mstore10.mgc" or "MSTORE10.ONE", replace them with "Mstore14.mgc" or "MSTORE14.ONE".

Q2:

My thought is to using a macro to check the user profile, and then insert the branding (logo, header/footer) acording to the user's user group, deploy the macro and the macro button to the users

More details please refer to the following articles:

Deploy your Word macros from a central location
http://office.microsoft.com/en-us/word-help/deploy-your-word-macros-from-a-central-location-HA001087294.aspx

Deploying a Customized Ribbon and Quick Access Toolbar in Office 2010
http://msdn.microsoft.com/en-us/library/office/ee704589(v=office.14).aspx

Code sample to check the user profile:

Function IsMember(strDomain As String, strGroup _ As String, strMember As String) As Boolean Dim grp As Object Dim strPath As String strPath = "WinNT://" & strDomain & "/" Set grp = GetObject(strPath & strGroup & ",group") IsMember = grp.IsMember(strPath & strMember) End Function

Code sample to insert Quick Parts:

Sub InsertQuickParts() Application.Templates("ServerShare\Building Blocks.dotx").BuildingBlockEntries("QPTest").Insert Where:=Selection.Range, RichText:=True End Sub

To find more help about how to using macros, either visit the forums in the following category:

http://social.msdn.microsoft.com/Forums/en-us/category/officedev

or visit the Office Programming forum in Microsoft Community:

http://answers.microsoft.com/en-us/office/forum/customize
Max Meng
TechNet Community Support
A new Office has arrived, try it now.
A beautiful Start. It begins here. Windows 8 and Windows RT.
Please remember to mark the replies as answers if they help and unmark them if they provide no help.
- Marked as answer by Max Meng Wednesday, November 28, 2012 7:06 AM
Wednesday, November 14, 2012 3:41 PM

All replies

1

Sign in to vote
Q1:

Method 1. Using Quick Parts

We can save the branding (logo, header/footer) as Quick Parts in the templates

Learn how to use Quick Parts
http://office.microsoft.com/en-us/word-help/quick-parts-HA010370568.aspx

Method 2. Using Clip Organizer

For detail steps please refer to the following support article:

How to share Clip Organizer clips among people who have access to the same network
http://support.microsoft.com/kb/300859

Note: This article is written for Microsoft Clip Organizer 2002 (Office XP), but most steps also applies to Office 2010. When mentioned "Mstore10.mgc" or "MSTORE10.ONE", replace them with "Mstore14.mgc" or "MSTORE14.ONE".

Q2:

My thought is to using a macro to check the user profile, and then insert the branding (logo, header/footer) acording to the user's user group, deploy the macro and the macro button to the users

More details please refer to the following articles:

Deploy your Word macros from a central location
http://office.microsoft.com/en-us/word-help/deploy-your-word-macros-from-a-central-location-HA001087294.aspx

Deploying a Customized Ribbon and Quick Access Toolbar in Office 2010
http://msdn.microsoft.com/en-us/library/office/ee704589(v=office.14).aspx

Code sample to check the user profile:

Function IsMember(strDomain As String, strGroup _ As String, strMember As String) As Boolean Dim grp As Object Dim strPath As String strPath = "WinNT://" & strDomain & "/" Set grp = GetObject(strPath & strGroup & ",group") IsMember = grp.IsMember(strPath & strMember) End Function

Code sample to insert Quick Parts:

Sub InsertQuickParts() Application.Templates("ServerShare\Building Blocks.dotx").BuildingBlockEntries("QPTest").Insert Where:=Selection.Range, RichText:=True End Sub

To find more help about how to using macros, either visit the forums in the following category:

http://social.msdn.microsoft.com/Forums/en-us/category/officedev

or visit the Office Programming forum in Microsoft Community:

http://answers.microsoft.com/en-us/office/forum/customize
Max Meng
TechNet Community Support
A new Office has arrived, try it now.
A beautiful Start. It begins here. Windows 8 and Windows RT.
Please remember to mark the replies as answers if they help and unmark them if they provide no help.
- Marked as answer by Max Meng Wednesday, November 28, 2012 7:06 AM
Wednesday, November 14, 2012 3:41 PM
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Brilliant - Thanks so much Max.

Yes, I found Quick Parts yesterday; I think this is definately the way to go for adding template content outline. I will look at all the other links and info you've provided and let you know how I get on.

Thanks

Kristi

Wednesday, November 14, 2012 8:41 PM

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