How to Make a Design Manager Word Template

Modified on: 2017-04-20 13:19:03 -0400


How to Make a Design Manager Word Template*

*Microsoft Word 2003 or higher is required.

Design Manager will display all Microsoft Word Template files that exist in the “Word Templates” folder under the Design Manager Program Directory.   The easiest way to make a new DM template or change an existing one is to open Microsoft Word, browse to this folder and open the template.  To make a new template choose save as, choose template under file type, name the template, save the template to the “Word Templates” folder under the Design Manager Program Directory.  

When Design Manager opens the template to create a new document from the Rolodex, it automatically substitutes name and address information where appropriate.  Design Manager finds text in the template surround by < > and replaces it with the corresponding information.  Valid template text is as follows:

<DM-ADDRESSTONAME>
Follows the “Address To” setting in Design Manager from the Select Template Window.
<DM-NAME>
Company Name (Name)
<DM-CONTACT>
Contact Name
<DM-NAME&ADDRESS>
Contact, Company Name, and Address (with City, State, and Zip) in block format.  The Contact and Company Name follow the “Address To” setting in Design Manager from the Select Template Window.
<DM-ADDRESS>
Address (with City, State, and Zip) in block format.
<DM-ADDRESSPART>
Address part only
<DM-CITY>
City
<DM-STATE>
State
<DM-ZIP>
Zip
<DM-PHONE>
Phone
<DM-FAX>
Fax
<DM-EMAIL>
E-mail Address
<DM-ALTNAME1>
Alt. Name / Phone Desc. 1
<DM-ALTPHONE1>
Alt. Phone 1
<DM-ALTNAME2>
Alt. Name / Phone Desc. 2
<DM-ALTPHONE2>
Alt. Phone 2
<DM-WEBSITE>
Website
<DM-CODE>
Client / Project / Vendor Code
<DM-ACCOUNT>
Vendor Account Number / Project Order Number
<DM-SORTNAME>
Sort By Name (Last, First).


<DM-USERNAME>
Name of Design Manager User
<DM-USERTITLE>
Job Title of Design Manager User
<DM-USEREMAIL>
E-mail of Design Manager User


<DM-COMPANYNAME&ADDRESS>
Your Company Name and Address (with City, State, and Zip) in block format
<DM-COMPANYADDRESS>
Your Company Address (with City, State, Zip)
<DM-COMPANYADDRESSPART>
Your Company Address part only
<DM-COMPANYCITY>
City
<DM-COMPANYSTATE>
State
<DM-COMPANYZIP>
Zip
<DM-COMPANYPHONE>
Phone
<DM-COMPANYFAX>
Fax
<DM-COMPANYEMAIL>
E-mail Address
<DM-COMPANYWEBSITE>
Website



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