Estate Agent Pro Enterprise

How do I create a Microsoft Word template?

How do I create a Microsoft Word template?

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How do I create a Microsoft Word template?

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As you are no doubt aware, all versions of Microsoft word are different, in some cases, extremely so. We can only give one example so we have chosen to use Microsoft Word 2010 as it is the latest version.

 

In this example we will create an A4 single sided document suitable for use as a window or wall card with a logo image, the main image of the property, the price qualifier, the address and the summary details. We will assume that this is for internal printing and will therefore have a margin around it. The finished article we are trying to create will look like this:

 

A4Template

 

There are 7 steps required  to create this template.

 

1. Create a New Template

 

a. From within System Administration expand the Property/Vendor group and click on the Templates option.

 

Menu

 

b. Click on the New button in the Word Templates panel.

 

Word Templates

 

c. This will open Microsoft Word within the EAP - Word Template Designer screen.

 

Word Template Designer

 

d. Our control panel is also displayed at the top right hand side of the Word Template Designer. More on this later.

 

Control Panel

 

2. Set the Document Size and Layout

 

a. Click on the Microsoft Word Page Layout tab (abbreviated) and then click on the Button button to the right of Page Setup.

 

Page Layout Tab

 

b. The Page Setup dialog will be displayed. The three tabs are shown side by side.

 

Margins Tab

Paper Tab

Layout Tab

 

c. Set all margins to 1 cm, the paper size to A4 and header/footer to 0 cm. Make a note of the page width and height.

 

d. When you have finished click on the OK button.

 

3. Setting the Background Colour

 

a. First we need to add a shape. To do so click on the Insert tab (abbreviated).

 

Insert Tab

 

b. Then click on the Shapes button and click on the rectangle under Basic Shapes.

 

Basic Shapes

 

c. Then click on the document at the position you want the shape to be placed.

 

Shape

 

d.  Microsoft word will have also automatically displayed the Drawing Tools contextual tab (abbreviated). It will also do this anytime you click on a shape.

 

Drawing Tools

 

e. Click on the Position button and then click on the More Layout Options... button.

 

Position Gallery

 

f. This will display the Layout dialog. Set the absolute horizontal position to 1 cm to the right of the page and the absolute vertical position to 1 cm below the page as shown and then click on the OK button.

 

Layout Dialog

 

g. On the Drawing Tools contextual tab (abbreviated) click on the Size Button button.

 

 

Drawing Tools

 

g. This will open the Format AutoShape dialog. Change the absolute horizontal and vertical size to that of the page sizes noted previously minus the left and right margins and then click on the OK button.

 

Size Tab

 

h. Then click on the Colors and Lines tab of the same dialog and change the Fill Color to red and the Line Color to 'No Color' and then click on the OK button.

 

Colors and Lines Tab

 

4. Inserting and Formatting a logo

 

a. To have a different background colour for the image band we have to insert an image on top of another shape and set it's absolute horizontal position to 1.6 cm to the right of the page and it's absolute vertical position to 1.6 cm below the page. Set it's absolute height to 4.35 cm and it's absolute width to 17.8 cm. It is also necessary to set the line colour to 'No Colour'.

 

b. To insert an image click on the Insert tab (abbreviated).

 

Insert Tab

 

c. Click on the Picture button, this will load the standard windows file dialog. Navigate to the appropriate directory, select the image you wish to load and then click on the Insert button. Microsoft word will automatically display the Picture Tools contextual tab (abbreviated). It will also do this anytime you click on an image.

 

Picture Tools

 

d. You must then immediately click on the Wrap Text button and select Square from the drop down list. Do not click anywhere else first as the image will seemingly disappear. In fact it will be behind everything else.

 

e. Click on the Size WordTemplateDropDown button, and set the absolute height to 4.13 cm and the absolute width to 7.83 cm and then click on the OK button.

 

f. Click on the Position button and then the More Layout Options... button and set the absolute horizontal position to 1.7 cm to the right of the page and it's absolute vertical position to 1.7 cm below the page and then click on the OK button.

 

5. Inserting the Main Image from Estate Agent Pro.

 

a. Using the EAP control panel select 'Images - Main' from the drop down list and click on the Add Button button on the right.

 

Control Panel

 

b. Click on the Wrap Text button under Picture Tools and select Square from the drop down list. An EAP image placeholder will be displayed.

 

Image Placeholder

 

c. Set it's absolute horizontal position to 1.6 cm to the right of the page and it's absolute vertical position to 6.55 cm below the page. Set it's absolute height to 12 cm and it's absolute width to 17.8 cm. You will need to uncheck the Aspect Ratio check box in order to do this.

 

6. Inserting the Text Fields

 

Each text field should be inserted into it's own text box.

 

a. To insert a text box click on the Insert tab (abbreviated) and then click on the Text Box button.

 

Insert Tab

 

b. Select the Simple Text Box from the drop down gallery.

 

Text Box Gallery

 

c. The text box will be displayed.

 

Text Box

 

d. Set it's absolute horizontal position to 1.6 cm to the right of the page and it's absolute vertical position to 19 cm below the page. Set it's absolute height to 0.8 cm and it's absolute width to 17.8 cm Set it's fill colour and line colour to 'No Colour'.

 

e. Using the EAP control panel select 'Price - Qualifier' from the drop down list and click on the Add Button button on the right.

 

f. Select the field inserted and change the font to Microsoft Sans Serif, the font size to 16, the style to bold, the colour to white and the paragraph alignment to centred.

 

g. Add another text box and set it's absolute horizontal position to 1.6 cm to the right of the page and it's absolute vertical position to 20 cm below the page. Set it's absolute height to 0.8 cm and it's absolute width to 17.8 cm Set it's fill colour and line colour to 'No Colour'.

 

h. Using the EAP control panel select 'Property - Address String' from the drop down list and click on the Add Button button on the right.

 

i. Select the field inserted and change the font to Microsoft Sans Serif, the font size to 16, the style to bold, the colour to white and the paragraph alignment to centred.

Trouble shooting

 

Notepin A quicker way of doing this would be to copy and paste the text box. To do this right mouse click on the text box and select copy.

 

j. Add another text box and set it's absolute horizontal position to 1.6 cm to the right of the page and it's absolute vertical position to 22 cm below the page. Set it's absolute height to 6 cm and it's absolute width to 17.8 cm Set it's fill colour and line colour to 'No Colour'.

 

k. Using the EAP control panel select 'Particulars - Summary Details (Plain)' from the drop down list and click on the Add Button button on the right.

 

l. Select the field inserted and change the font to Microsoft Sans Serif, the font size to 14, the colour to white and the paragraph alignment to centred.

 

7. Save the Template

 

a. Click the Save Button Save button on the EAP control panel. This will display the following dialog.

 

Save As Dialog

 

b. Enter the new template name and click on the Save button. This will close Microsoft Word and return you to the admin options screen. This template can now be used for any property.

 

Trouble Shooting

 

 

Objects moving when the word template is generated

Check that all objects are set to use the page absolute position for both vertical and horizontal (see NB 2)

Image disappears after saving format

Press CTRL+Z to reverse changes and when you reformat check that the Vertical position is not dropping the image off the bottom of the page

 

 NB: One thing to note, is that when working with word via EAP, you need to close any existing instances of word first. i.e. before editing or creating a new template or Creating a word template from the 'Properties' screen, make sure you don't already have word open. If you need to get data from an external word document, copy it to the clipboard first, close word then open the template you want to paste to.

 

NB 2:  End of line (EOL) characters ¶: Never ever add another page by hitting ‘Enter’ loads of times. Using the ‘Enter’ key to reposition objects is a no no and should not work if they are set to page. Outside of a text box, there should only be one EOL character per page on a template.

 

Notes

 

As can be seen, this is not a trivial task as Microsoft Word is not ideally suited to this purpose.

 

That is why we offer an alternative using our own in-built template designer. A more complex report can be generated at the click of a button and then easily customised. See How do I create an EAP template? for further information.

 

The advantages of both systems are detailed below.

 

Microsoft Word

Estate Agent Pro

Users are familiar with the interface.

Much quicker to design and generate property particulars.

Template can be adjusted after generation of property particulars.

Single user interface as opposed to differences in each version of Microsoft Word.


Does not need Microsoft Word to be installed.