Jump to:, CAUTION: Starting with HotDocs 2005, a new KEEP header / footer of inserted template option was added to the INSERT Field dialog box. Using this option, you can designate that the headers in the inserted template override the defined header(s) in the parent document. Please see the HotDocs Help for information. When using headers, footers, and margins in your inserted RTF templates, you must first determine the purpose of the inserted template—will the inserted text be inline with that of the parent template, or will it be used to create a set of documents contained within a single document file? Following is a discussion of both situations. Business team wiki. Share the knowledge on your team with a wiki. This starter template will get you going with title, headings, and table formats already set up. Download Edit in Browser. Business team wiki. Technical Level: Basic Summary. Word 2016 changed (again! ) the way templates are handled. Unfortunately the names used are not obvious. I've been puzzled about it for a while now and finally tripped over some answers. This wiki tries to summarize what I've found. There is a 2013 version of. Note: In Microsoft Word, every template has a header and footer, even if no text is defined for it. This is especially important to understand as you are working with headers/footers in inserted templates. The Microsoft Word help file contains a lot of important information about inserting headers and footers in your templates and documents. You should read this information before attempting to use headers and footers, particularly when using them in inserted templates. Contents • • • • • • • Insert 'Inline' Documents An inserted template can merge a section of text so that it is 'inline' with the text into which it is being inserted. This is useful if you have an optional paragraph or clause that must be inserted at a specific place within the document. By default, when you insert a template for this purpose, any headers/footers in the inserted template will be defined by the parent template, and any headers/footers used in the inserted template will be deleted. This is correct. Note: For instructions on inserting inline text in a template, see the HotDocs Help. Insert Separate Documents in a Single Document File An inserted template can also merge a section of text as though it were separate from the document into which it is inserted. For example, you may want to assemble separate documents but keep all these separate documents contained in a single document file. When you insert a template for this purpose, headers and footers specific to each inserted template must remain intact and should not be overwritten by the headers/footers defined for the parent template. When working with headers and footers in inserted templates, you must think of each inserted template as a section of the main template. This means that if you want inserted template text to have headers/footers that are different from the parent template, you must define section breaks in your inserted template. To use different headers in your inserted templates • In the parent template, define the header/footer. • In the inserted template, place a next-page section break at the start of the template. • In the header/footer field that appears after the section break (usually page 2 of the template), enter the text you want in the header/footer (or leave these fields empty if you don't want any text). • With the header/footer field displayed, clear the Same as Previous option. • If inserting multiple templates, repeat this process for each inserted template. Note: The header/footer text that is used before the section break (on page 1 of the template) will be deleted during assembly. This is correct. Once you define headers/footers in the inserted template, any text that appears in the main template after the INSERT instruction will use the headers/footers that were defined in the inserted template. You can reset or specify different header/footer text in the main template. To reset headers and footers after an INSERT instruction • In each inserted template, define your header/footer text, as explained in the steps above.
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