MS Word Documents

[Severn Wolf]

Being a bit of a noddy when it comes to all things computerised I could do with a bit of help please!

 

Basically, I`m trying to get a delivery note and invoice set up. I`m trying to do this with MS Word but the problem is that I can`t find any way to `lock` the document so when I use it again I can just input the information required without disturbing the layout of the form. In `help` it said to go to tools and select `lock` but I`ve not got that option on my version of Word

 

Any suggestions guys?

 

Oh, I did have a mooch on Google for free invoices but nothing good turned up (all trial versions....) and the ones available on Microsofts site would be perfect if only I had the upgraded MS Word to download them.............

[Peter Sharpe]

Being a bit of a noddy when it comes to all things computerised I could do with a bit of help please!

 

Basically, I`m trying to get a delivery note and invoice set up. I`m trying to do this with MS Word but the problem is that I can`t find any way to `lock` the document so when I use it again I can just input the information required without disturbing the layout of the form. In `help` it said to go to tools and select `lock` but I`ve not got that option on my version of Word

 

Any suggestions guys?

 

Oh, I did have a mooch on Google for free invoices but nothing good turned up (all trial versions....) and the ones available on Microsofts site would be perfect if only I had the upgraded MS Word to download them.............

 

What you need to do is to design the document and then save it with a file type of .dot instead of .doc

This saves the original as a template, but it's a while since I've done this now as I now use the Open Office version, so this is from memory.

I think that you then have to create a new document by going through File | New every time, which will then prompt you with several templates to choose from. You might even provide invoices ready supplied for you to use, but you should also see your template under whatever name you chose for it.

I think that when you save the invoice it will save it as a document and leave the template intact, but I'm sure there are plenty of people who can correct anything I've said that is wrong.

[Manxman]

Peters right, start with File >>New and create your document/invoice. Once you finished and happy with it go File >> Save as you'll open another menu, name the file Invoice or what ever. Then look to the next drop down menu below where you typed the document name. It's in this drop down menu you'll choose Word Template.

 

Next time you wish to fill an invoice in >> File >> Open >> Template >> Invoice, once you complete filling the invoice in, File >> Save as >> Mr. Joe Bloggs. Word will save the Invoice as "Mr Joe Bloggs" into My Document. Next time you wish to fill in an Invoice the original will be there as you saved it in the beginning.

 

If you ever want to revise the Invioce just copy and paste the original onto a blank page and repeat File >> Save as >> and call it Invoice1 >> Word Template, you can then delete the old Invoice and rename the revised one Invoice if you wish.

 

If you will be using the Invoice regulary create a shortcut to it and drop it onto your DeskTop

 

It's far easier to do than it sounds.

[Ian FG]

Word also has a kind of document called a 'Form' where users can only type in the fields you specify, which leaves the rest of the document unalterable.

 

Which version of Word would be good for you?

[Tog]

Best to do all adding up and stuff in a spreadsheet SW - Openoffice has a nice 'excel' clone (calc) and is free!

Once you've played with it a bit design your invoices and then save as a template, then when you press 'new' it will offer up a blank invoice for you to stick your info into, I use 'em for my expenses and all sorts of 'addyup' stuff.