Create a Letterhead Using OpenOffice.org Writerby Jean Hollis Weber, author of OpenOffice.org Writer
Once upon a time, organizations had thousands of sheets of letterhead prepared by a commercial printer. These letterhead pages were then fed through a typewriter or, later, through a printer attached to a computer. Some organizations still do this, especially if they want colors, embossed text, or other fancy touches. But many smaller companies, and most individuals, now are very likely to print the letterhead and the letter at the same time, using a color laser or inkjet printer.
This article describes how to create and use a letterhead with OpenOffice.org. Along the way you'll learn how to use a wizard, templates, styles, and even a field or two. The principles described apply to many other documents as well, so even if you don't need a letterhead, you should find this exercise useful.
Designing Your Letterhead
This article doesn't cover graphic design. Before starting the project, you should have a good idea of what you want your letterhead to look like: the placement of the return address, a logo (if relevant), the date, the name and address of the person to whom the letter will be sent, the signature block, an attention line or subject line (if relevant), and so on. Don't worry if you change your mind later; it's quick and easy to change the appearance of the letterhead if you've used styles.
Figure 1 shows the letterhead I will create in this article.
Figure 1. Finished letterhead
The steps to take in creating and using a letterhead are:
- (Optional) Use an AutoPilot (OOo's term for a wizard) to create the first draft.
- Change the details of the draft letterhead, using styles.
- Use the letterhead template to create letters.
I'll go through each of these steps in turn.
Using an AutoPilot to Create the First Draft
This step is optional. You may prefer to do the first design work yourself, especially if you're familiar with the use of styles in other word processors. Don't fall into the trap of doing all the design using manual selections rather than styles, and then saving the result as a template. Such an approach may seem faster, but it usually isn't; and, more importantly, if you ever want to change something, you'll have to do a lot more work than if you use styles.
1. To start the AutoPilot, choose File -> AutoPilot -> Letter from the menu bar.
Most of the pages are self-explanatory, but some of the items are not, so I'll walk through the pages one at a time. You don't have to fill in every page, and you can stop at any point by clicking on Cancel. The next time you open the AutoPilot Letter, your choices will still be there, and you can continue the process where you left off. Or you can click on the Create button at any point; you might be a bit surprised to see the result if you allow OOo to use all its defaults, but you can always change the draft letterhead later.
2. The first page of the AutoPilot Letter dialog asks two questions: whether you want a business or personal letterhead, and whether you want a modern, classic, or decorative layout.
Clicking on Business letter or Personal letter changes the sample display, so you can easily see that a business letter has more elements (mainly address blocks for the sender and receiver).
The layout type is less clear: you have to go to the Help section to discover that this choice refers to the fonts used, not the layout: Modern means a sans-serif font like Arial, Classic means a monospaced font like Courier, and Decorative means a serif font like Times Roman.
Let's choose Business letter and Modern layout.
3. Click on Next to move to the second page of the AutoPilot, where you can choose to include a logo (graphics file) or a text block to go into the logo space.
If you choose graphics for the logo, click on Select Graphics to choose the file. If you choose text, the display changes to provide a text entry block. Type the information you want to appear in the space for the logo; include line breaks as needed.
In the lower part of the dialog, you can specify the exact location and size for the logo. Remember, you can change any of these choices later, if you don't like the result.
4. On the third page, you can enter the sender (return) name and address. The default name and address come from the user data in Tools -> Options -> OpenOffice.org -> User Data. You can change them to anything you want.
> has to be the first character in the address field. If you select Repeat in the addressee field, all lines starting with
> are repeated in the recipient field in a small font size above the addressee, so that the sender's address is visible when using a window envelope.
In the lower part of the dialog, you can specify the exact location and size for the sender address block.
5. On the fourth page of the AutoPilot, if you have previously defined a database of addresses to be used with OOo, you can specify which table of the database to use, and which fields are used in the Address block of the letterhead.
Later, when you create a letter using the letterhead, you'll choose the recipient from the database and all the address information will be filled in.
When you choose a database table, a list of the available fields appears. To add a field to the address block, select it in the list and click on the left-arrow button. Press the Enter key on your keyboard, or click on the Enter key button on the AutoPilot, to insert a line break where needed in the address. See Figure 2.
Figure 2. Using a database to insert name and address information
Below the address block is the salutation. Type an appropriate salutation (for example, "Dear") and choose the field (if any) you want to include (such as the person's first or last name). You can leave these selections blank.
6. On the fifth page, you can choose among many optional elements for a business letter and the form in which some of them (such as the date) will be displayed.
7. On the sixth page, you can specify the location and contents of a footer for the letterhead. Note that if you've chosen to include page numbers (on the fifth page), you need to have a footer.
If on the sixth page you deselect the footer, the option for page numbers becomes unavailable on the fifth page. You can, if you wish, have a footer without page numbers. You can type whatever text you want for the footer on this page. For example, some organizations put their return address information in the footer, not in the sender block.
8. The seventh page is where you can define the placement of elements on any continuation pages of your letter.
Continuation pages normally do not have the same elements and appearance as the first page, but they may have the same footer, or a smaller logo, or some other header information.
9. On the eighth page, specify the filename and other information to go into the document information properties of the letterhead and any letters based on it.
For example, you can choose to have a database field (such as the name of the addressee) automatically inserted into the document properties of a letter based on the template. This is a simple but powerful automation feature to ensure that you don't forget to insert this information when preparing a letter. You can select these options only if you are creating a template for a business letter, not a personal letter.
10. On the final (ninth) page, you can specify when the logo and sender information will be included (always, first page only, continuation pages only, never) and set up the printer and paper trays.
Printer and tray information are useful if, for example, you use one type of paper for letters and another type for other documents. Be sure to click on the Setup button and make sure the printer is set up for your preferred paper size. Printer information is stored with the template and applies to all letters based on it, but you can change the selection for any individual letter at the time of creation or printing.
11. Having filled in all the pages (or as many as you want), click on Create.
The letterhead will be saved as a template, and a new OOo window will open, containing a new letter based on that letterhead.
Notice that some of the items in the letter have a gray background. Those are fields. Some are placeholders for information that will be inserted when you compose the letter; one is probably a date; one may be a page number. We'll look at the use of those placeholder fields later. (If nothing has a gray background, go to View > Field shadings.) The gray background will not be printed; it is there to help you see which items are fields.
At this point you'll probably look at the template and realize you don't like the font, or the type size, or some other element. If you look closely, you may even discover that the page size isn't what you want. The page size of templates created by the AutoPilot appears to always be Letter, regardless of your choice in the printer setup, and I have found no way to choose a page size during template creation. This is a great nuisance for those of us who use A4 as our standard paper size.
Fortunately, this problem can be fixed. In the next part of this article you'll discover how to change anything you don't like.
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