| Barry MacDonnell's
Toolbox for WordPerfect
Macros, tips, and
templates for Corel® WordPerfect® for Windows®
| Page updated Feb 5, 2019
|LETTERHD - An automated letterhead template|
• !Readme first.wpd
• My letterhead template.wpd
• My letterhead.wpt
(two versions of the template, one for WP8 (c.1997) and one for WP9 (c.1999) and later versions
• Automating WordPerfect Templates.pdf (PDF format)
templates - How to easily create and modify
your own custom templates
The Suppress feature - Stopping the display of certain format items on a page
Delay Codes - Starting specified formatting "x" pages further into the document
2footers.html - Using two footers simultaneously (one for page number, the other for separator line and filename, etc.) so that items do not overlap
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 document
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
The download ZIP file (see left column) also contains detailed, step-by-step guides to modifying the included sample templates and/or creating other "prompted" templates.
There are 2 nearly identical sample templates included in the download ZIP file:
One template is for WordPerfect 8 (which has slightly different Address Book fields than later versions), named "My letterhead (WP8).wpt".
The other template is for WordPerfect 9 (c. 1999) and later versions, named "My letterhead (WP9).wpt".
The main instructional guide for both templates is named "My letterhead template.wpd" and it is a regular WordPerfect document, not a template.
Sample letters created with the letterhead template:
Screen shot 1:
Page 1 of sample letterhead document (easily customized):
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 (screen shot 3) to get information from the user, then it automatically inserts this information — and certain other information — in various places in the letter. This information includes such things as the current date, delivery method, recipient's name and address, reference information, and page numbers on subsequent pages.
[Note: You can skip this automation method if you just need the basic format as a basis for your own letterhead, as discussed below.]
Screen shot 3:
Template Information dialog that appears when a new letter document is loaded:
The template also creates informational
headers and footers in their proper locations depending on the
number of pages in the letter. (See screen shot 1 and 2).
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.)
Some of the placement of these features is done with suppress and/or delay codes. [To add items to the template on certain pages (and not other pages) — or suppress certain items on a given page — see here. Also see the related web pages linked in the left column above.]
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 letters.Tip
Setting up a non-automated (or partially automated) letterhead template
You may not need (or want) the kind of "fill-in" automation that the above 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.
• In brief, here is the basic formatting used in the "My Letterhead" template:
More tipsThe 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).• Document identification is contained in the two footers:
☼ 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 property bar);
 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 — using the same basic method that exists in the MyLetterhead.wpt template above but without the other automation features employed in that template.
You may have heard of another method: Users have found that setting a QuickMark
with Tools, Bookmark and enabling the option "Go to QuickMark on open"
will work when saving an ordinary document but 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 (and perhaps later versions).
However, the following method will work to automate the initial positioning of the cursor in documents based on a particular template. The main reason is that it uses a standard bookmark, not a QuickMark bookmark.
 Edit (or create) the custom template (for help see here).
 Place the cursor where you wish to begin typing.
 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 option 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.
 Next, create a template macro by recording it while the template document is still on screen. Here's how:
 Now, you need to associate this macro with a trigger (for more on triggers see https://wptoolbox.com/tips/Triggers.html):
 Save the template document.
 Test the
effects of the new macro by loading a new blank document based on that
template (File, New...).
[For a much more comprehensive explanation on automating templates, see the PDF file Automating WordPerfect Templates on the main Tips page here.)