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Letter Wizard

by Dian Chapman, MVP, MOS
Skill rating level 1.

Are you pathetic when it comes to formatting a professional looking letter? Are you still using old-fashioned formats? Do you forget what goes where in a business letter? If you need a little help making your business letters look professional, fear not! You can use Word's Letter Wizard to lend a helping hand.

Double click the Tools menu to expand it fully. In Word 2000, you'll see the Letter Wizard on the menu. In Word 2002, you'll see the Letters and Mailings option, click that and you'll see the Letter Wizard. Click the Letter Wizard option to open it's dialog box.

Keyboard users will hit Alt/T+Z in Word 2000, or Alt/T+E+Z in Word 2002.

Image of the Letter Wizard dialog, Letter Format tab.

Although the dialog is fairly self-explanatory, we'll go through it to make sure you understand how it works.

Image of the Letter wizard with the Date dropdown displaying a choice of date formats.

If your document needs a date, select the Date line option (Alt+D) and then click the drop down (Alt/DownArrow) to choose the way you'd like the date formatted.

Image of additional options on  Letter Format tab, one for Page Design, one for Letter Style.

You'll also choose the way you want your letter to look. Choose a page design, such as elegant; and choose a letter style, such as full block.

Image of Letter Format tab displaying the preprinted letterhead option.

If you'll be using your own pre-formatted letterhead, you can advise the wizard that you need space added at a particular location on the letter. Then you can break out your ruler and measure your stationery, to enter the proper spacing setting to make sure your letter doesn't print over your letterhead.

Image of the Recipient Info tab in the letter wizard.

Once the letter format is designed, it's time to fill out the details for the Recipient. Notice that you can click on the Address Book icon to pull the details directly from your Address Book, or Contact List if you use Outlook.

Image of the optional salutations dropdown.

Various salutations are available for you to choose from the drop down list.

Note! Each of these drop downs are actually ComboBoxes. That means that you can click to choose an item from the list; however, if the item you want isn't in the list, you can just type it in the way you want it. After you click OK on the dialog, that addition will be added to your list, so you can easily choose it the next time.

After you set up the Recipient information, move to the Other Elements tab. If you never learned the proper location for which to place these items in a business letter, no need to worry. Just choose the items you need to add to your letter and they'll be formatted and placed on the letter in it's proper, professional location.

Image of the Reference line option.

The Reference line option.

Image of the Mailing Instructions option.

The Mailing Instruction option.

Image of the attention line option.

The Attention line option.

Image of the subject line option.

The Subject line option.

Lastly, it's time to add your own information.

Image showing the Sender Info dialog with sender address details and optional closing information.

Notice the Closing option drop downs. Again, these are ComboBoxes, so you can add your own personal Closing and it'll be added when you click OK. But keep the Letter Wizard dialog box open until you've entered in all the pertinent information. When you click OK, your letter will be created.

Image of the final letter.

A Type your text here field will be highlighted, ready for you to enter the content of your letter.

Remember to add details to those Other Elements you may have selected. If you used the Attention line and didn't add the details into the ComboBox, because you didn't need to save that specific information, then it's time to enter it now. Click just after the colon for the items in your letter, such as Attention:, Subject:, or In reply to: and make sure you enter the needed details.

Once your letter is finished, you can quickly print an envelope by highlighting the Address lines within your letter and clicking Tools/Envelopes and Labels (Alt/T+E in 2000, Alt/T+E+E in 2002). The Envelope dialog will appear and the highlighted address from your letter will have been automatically inserted, so you don't have to retype it.

Be sure to select all the specific options you want. You can see how the envelope will be printed in the display image on the dialog. If the envelope isn't the right size, or the feed isn't the right style for your type of printer, click the Options dialog and make the necessary adjustments.

Image of the envelope dialog with address automatically added.

Also notice the button on the above image of the Envelope and Label dialog box that says Add to Document. You can click that button (or hit Alt+A) and the envelope will be added to your letter file. You can print the envelope from the file. Then it'll be saved with the letter. Should there be a future issue regarding whether you typed the address on the envelope correctly, you'll have it saved to verify.

Image showing your letter, along with the envelope attached as a separate page.

If you find yourself writing a lot of letters, you should create a Template as your master format. And if you need to create a lot of envelopes for letters, you might want to add the envelope icon to your toolbar or a customized menu. Then you can save a few clicks by not having to click Tools/Envelopes and Labels/Envelopes. You can just highlight the Address text and click the Envelope Icon on your toolbar to automatically open it with the address inserted. After the dialog box opens, just hit Print (Alt+P) or Add to Document (Alt+A).

Image of the Create Envelope icon on a custom toolbar.

If you don't know how to customize a menu or toolbar, this article will provide step-by-step illustrations: Customized Toolbars and Menus. Note in the image below, you'll see how to locate the Create Envelope icon. Click Tools/Customize/Commands (Alt/C+C). Locate All Commands in the left column and ToolsCreateEnvelope in the right. Click and drag it to your toolbar or menu.

Image of the customize dialog showing the Tools Create Envelop command under the All Command category.

Note! If you add the icon to a customized menu, you'll then be able to access the command from your custom menu by using shortcut keys. In my menu, I could then just hit Alt+D to access my Dian menu, the E to activate the Envelope dialog box. Our many blind readers should note that creating your own customized menu is a good way to add those items you might otherwise find difficult to locate. By right clicking a new menu item while still in Customize mode, you can customize your hotkeys.

Image of Dian's custom menu displaying the envelope option and how it can be accessed by the underlined E key.

If you would like to learn how you can add a MacroButton right into your letter template so users can print an envelope just by double clicking a link right within a letter, be sure to check out this other TechTrax article: Instant Envelopes Using the MACROBUTTON Field and VBA!

 

 

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