!README FIRST.WPD, MY LETTERHEAD.WPT (two
versions, one for WP8 and one for WP9/WP10+), and the guide, MY
LETTERHEAD TEMPLATE.WPD, and AUTOMATING WORDPERFECT TEMPLATES (in PDF
format, which requires Adobe Acrobat Reader; if you have Reader
installed and want to view this file online, click
Other pages on this site which might be
templates - How to easily create and modify
your own custom templates
2footers.html - Using two footers simultaneously (one for page number,
the other for separator line and filename, etc.) so that items do not
2Trays.html - Print your letterhead page from one printer tray, and
second and subsequent pages from another tray ("two-tray" printing) -
The functions of WordPerfect's Page Setup dialog
Assoc.html - Automatically associate a personalized keyboard or menu
with a template
AutoDate.html - Automatically insert the current date as unchanging text
in a letterhead or other template
AutoNumb.html - Automatic paragraph numbering, outlines, and numbered
lists - How to turn these on and off, temporarily or permanently
AutoSpel.html - Automatically run the spell checker before printing a
Boilerplate.html - Ten ways to insert 'boilerplate' and other repeating
items: QuickWords, QuickCorrect, Shortcut keys, Styles, Macros,
Floating cells, Insert>File, and (in WordPerfect 10+), Text
variables, the Corel ClipBook, and other utility programs
CustomRA.html - Customize the return address on envelopes with graphics
and font attributes
CustPrns.html - How to create new, customized copies of your favorite
printer choices - Controlling the tray source, ink color, and other
features of your printer
Env2Prn2.html - Print envelopes to another printer, then reset
WordPerfect 10 to your default printer
HeadFootWM.html - Headers, Footers, and Watermarks - Some useful
WordPerfect features you can add to multi-page documents ... and how to
start, stop, replace, change, or delay their appearance (links to
related topics, such as page numbering and page identification, can be
found on the left column of the page)
LoadLetr.html - Load a letterhead (or any other document based on a
template) with a mouseclick or keystroke
MailingAddress.html - How WordPerfect finds a mailing address on your letter
MergeMP.html - Merging multiple-page letters using letterhead paper for
page 1 and plain paper for subsequent pages - Merging multiple-page
documents so that formatting is identical from record to record - Page
numbering in multi-page form documents
PageNumb.html - Page numbering in WordPerfect (plus related links)
ResetMargins.html - Need to reset page margins on page 2 (if there is a page
2) back to the one-inch default or some other setting? Here's how to do
it in either the current document or in a template.
StampDoc.html - Creating "DRAFT," "COPY," and other identification stamps
on the pages of a document
Here is an automated custom
letterhead template. The download file (see
left column) contains detailed, step-by-step guides to modifying the
included sample templates and creating other "prompted" templates.
Note: Two nearly identical sample templates
are included in the download file (see left column): One is for
8 (which has slightly different Address Book fields than later
versions), named "My letterhead (WP8).wpt"; the other one is for
WordPerfect 9 and later versions, named "My
letterhead (WP9).wpt". The main instructional guide is named "My
letterhead template.wpd" and it is a regular WordPerfect document,
not a template.
Tip: To create a non-automated (or unprompted) custom template, see here. To add items to it such as headers
and footers on certain pages (and not other pages) see here.
Screen shot 1: Page 1 of sample letterhead document
Screen shot 2: Page 2 of sample letterhead document
As shown in screen shot 1, the
template uses a simple text letterhead inside a graphic box at
the top of the letter. The use of text makes it easy to edit and
change; the use of a box keeps the letterhead information together on
But what makes it truly useful is this: It
pops up a fill-in Template Information dialog, then
automatically uses this information (and certain other information) in
various places in the letter. The information includes such things as
the current date, delivery method, recipient's name and address,
reference information, and page numbers on subsequent pages.
Screen shot 3: Template Information dialog
The template also creates informational
headers and footers in their proper locations depending on the
number of pages in the letter. If the letter has more than one page,
page 2 and following pages will have different headers and footers from
the ones used on page 1. The header on page 2+ (see screen shot #2
above) will show the recipient's name, a RE: item (if used), the
current date, and the page number. The footer on page 2+ shows just the
company name and address. (Again, these can be customized.)
Finally, a template macro -- a macro that was
saved inside the template -- removes certain text strings if they are
not used (and the lines they would have occupied) such as empty address
lines, reference lines, and "cc:" information.
The last two pages of the included guide (My
Letterhead Template.wpd) contain a sample of the letter that is
generated by the letterhead template. Print both pages to see if the
letterhead design is something you want to modify and use for your own
If you like the way the
letterhead works you can modify the text (inside a text box) at the top
of the page, the letter's closing, and both footers to use your own
name and address. Instructions are given in the
included guide document, including the steps needed to make more
WordPerfect Templates" (Automating.pdf) is
an included Adobe PDF file that contains more information about using
prompts, bookmarks, and template macros in a template to help you
automate it. It may be particularly useful to newcomers as a "How To"
guide on creating other automated documents such as invoices, fax cover
sheets, memos, etc.
- Setting up a non-automated (or
partially automated) letterhead template
You may not need (or want) the kind of
"fill-in" automation that this template contains, but the "Letter
design" section of the "My letterhead template.wpd" file that is
included in the download archive explains the use of the first-page
text box, setting up the second page header, both footer types, etc.
You should be able to use it as a guide to setting up your own
formatted multi-page letterhead template, including setting up headers
and footers that automatically change on page 2 (if there is a page 2).
[For information on creating custom templates, see here.]
In brief, here is the basic formatting used
in the "My Letterhead" template:
The letterhead on page 1 was created inside a text box (click Insert, Text Box) that
is attached to "Page" (right-click on a text box to set its Position).
[Alternatively you could use a Header that is discontinued with a Delay
code (see here for more on
Headers and how to discontinue them). There are several alternatives
for designing a "page 1 letterhead" -- e.g., columns, watermarks (see below), etc.]
created on page 1 and suppressed on page 1 with Format, Page, Suppress,
is used for second and subsequent page identification (recipient's
name, date, page number). This leaves Header B for any other purpose.
[In a non-automated letterhead, you could simply copy the recipient's
name into that Header A; the date and page number can be automatically
inserted with codes from the Insert and Format menus.]
Document identification is contained in
the two footers:
created on page 1 and displayed there, is used for the telephone
number, e-mail address, and fax number. Using a Delay code, this footer
is discontinued on page 2 so that it shows up only on page 1 of
a multi-page letter. (Here's how: At the top of page 1, click Format,
Page, Delay Codes, 1, OK, then click Insert, Header/Footer, Footer A,
Discontinue, and then click Close.)
also created on page 1, is used for secondary page information (such as
the firm's name and city/state/zip), and it is suppressed on
page 1 with Format, Page, Suppress. Thus, it will show up on page 2+ on
a multi-page letter.
This "manual method" of setting up
multi-page letterhead templates with [Suppress] and/or [Delay] codes is
also outlined here: "The manual method
of suppressing and/or delaying items in templates".
To make the cursor go to the proper location
in the letter -- i.e., where you wish to start typing -- you can set up
a bookmark in the template itself, and use a template macro to find
that bookmark as soon as the new document based on that template opens.
See Footnote 1 below.
- Watermark logos. You can use a watermark instead of a graphics or text box
for your page 1 letterhead "logo." This lets you create or use a shaded
or transparent image:
- At the top of page 1, click on Insert,
Watermark, <choose the watermark type, A or B>, Create;
- insert the logo image (either paste it
from the clipboard or insert it from a file with the button on the
- right-click (or drag) the inserted
image in the watermark window to set its position/size on the watermark
page (or use the button on the watermark property bar);
- click outside the image and use the
special button on the watermark property bar to increase or decrease
the image's shading (brightness) as desired;
- exit the watermark window with the
Close button on the watermark property bar, or simply use File, Close;
- back in the main template document
window, discontinue the letterhead logo on page 2:
- Click on Format, Page, Delay Codes,
1, OK; this brings up the Define Delayed Codes window;
- click on Insert, Watermark,
<choose the watermark type, A or B>, Discontinue;
- optionally set new default page
margins, printer tray, etc. - see the tip below;
- click the Close button (or File,
Close) to return to the main document.
- More than one logo? If you also want your logo to appear on subsequent pages, but
in a different size or form, use the other watermark (e.g.,
Watermark B, with the logo in a different size) at the top of page 1
and simply suppress it on page 1 with Format, Page, Suppress.... The
watermark will not show on page 1, but will show on subsequent pages
until it is discontinued or replaced.
- Alternatively you can simply start
the other watermark in the Define Delayed Codes window (see above tip).
- Using two trays. Note that the second page can also contain a custom page
setup ("page definition") that specifies a new paper source (a specific
printer tray). When in the Define Delayed Codes window (see above
tips), click Format, Page, Page Setup, and then create/add a new custom
page definition with a printer tray ("source") specified for all
"second" pages. This is a common way to have the printer print the
letterhead from one tray, and the rest of the letter (if there is more
than one page) printed from another tray.
- Reset margins.
Need to reset margins on page 2 of a letter or other document? Here's a tip (which also offers a
workaround for a small bug in inserting a delay code in WordPerfect 10
and later versions).
- Load the letterhead. See "Loading new
documents based on custom templates" for toolbar and menu methods
of leading the document.
How to position the cursor at a specific
location in a document as soon as the document opens.
[This material is for those who wish
to create just a cursor-positioning function in any template --
the same thing that exists in the MyLetterhead.wpt template
with saving an ordinary document, setting a QuickMark
with Tools, Bookmark and enabling the option "Go to QuickMark on open"
will not work when saving a template that has a
QuickMark embedded in it. This small problem seems to be present since
at least WordPerfect 8 and is still present in WordPerfect X4. However,
the following method will work to automate the initial positioning of
the cursor in documents based on a particular template. It uses a
standard bookmark, not a QuickMark bookmark.
1. Edit (or create) the custom template.
2. Place the cursor where you wish the user to
3. Click Tools, Bookmark, Create and give the
new bookmark a name (e.g., Start or Text, etc.). (Don't check
the box, "Selected Bookmark," under the name in the Create Bookmark
dialog; that creates a paired bookmark. Here, you just want a single
bookmark code.) Click OK, then Close, to return to the template
document you are editing.
4. Next, create a template macro by
recording it while the template document is still on screen:
4a. Click Tools, Template Macro, Record. In
the Record Template Macro dialog that appears, give the new macro a
name (e.g., Start Typing) and click the Record button.
4b. Immediately go to Tools, Bookmark (and
select the bookmark if it is not already selected), then click the Go
To button. (In the macro itself, this adds the command,
BookmarkFind(<name of bookmark> ).)
4c. Stop the macro recording with the button
on the Macro toolbar (with a black square on it) or by de-selecting the
menu choice, Tools, Template Macro, Record.
5. Now, you need to associate this
macro with a trigger (see also http://wptoolbox.com/tips/Triggers.html):
5a. On the Template Toolbar (the one with
the "Build Prompts" button), click on Associate, then on the Triggers
radio button, then choose "Post New" in the left-hand drop list. This
sets the macro to play when you open a new document based on that
5b. In the Macros drop list, choose the name
of your new macro. Click OK to return to the template document.
6. Save the template document. Test the
effects of the new macro by loading a new blank document based on that
template (File, New...). Done!