WD: How to Change the Agenda Wizard Document Formatting

• Microsoft Word for Windows, versions 6.0, 6.0a, 6.0c
• Microsoft Word for Windows 95, versions 7.0, 7.0a
• Microsoft Word for the Macintosh, versions 6.0, 6.0.1, 6.0.1a
• Microsoft Word 97 for Windows
• Microsoft Word 98 Macintosh Edition

SUMMARY

Microsoft Word provides an Agenda Wizard for the creation of an Agenda and Minutes form. The wizard does not prompt you to modify character formatting such as font, point size, and so forth. This article describes how you can use the Agenda Wizard to create your own custom wizard.

NOTE: Microsoft does not support the modification of its wizards or templates. Modifications done by the user are at the user's risk and constitute no obligations or warranties, either written or expressed, by Microsoft.

MORE INFORMATION

NOTE: The Agenda Wizard is not installed by the Word 97 for Windows or the Word 98 Macintosh Edition Setup program. If you installed Word 97 from a compact disc, the Agenda Wizard and other wizards are located in the ValuPack\Template\Word folder. If you installed Word 98 Macintosh Edition from a compact disc, the Agenda Wizard and other wizards are located in the ValuPack:Templates:Word for Windows Template folder. To use them, copy them to the Templates folder.

The default locations for the Templates folders are listed in the following table.

   Platform       Default location for templates folder
   ----------------------------------------------------

   Windows        C:\Program Files\Microsoft Office\Templates
 
   Macintosh      HD:Microsoft Office 98:Templates:Word

Word 97 for Windows and Word 98 Macintosh Edition

To use the Agenda Wizard to create your own custom wizard, follow these steps:

1. To open the Agenda Wizard and save a copy of it to work on, follow the appropriate procedure for your version of Word.

   Word for Windows:

   a. On the File menu, click Open. Choose the directory where your

         templates are stored (default, C:\Program Files\Microsoft
         Office\Templates.
   

   b. From the Files Of Type list, select All Files (*.*). c. From the Look In list, select the Agenda Wizard, and then click Open. d. On the File menu, click Save As, and type a new name for the wizard.

       Any formatting changes you make will now be stored in your new wizard.
   

   Word for the Macintosh:

   a. On the File menu, click Open. Choose the folder where your templates

         are stored (default, Macintosh HD:Microsoft Office
         98:Templates:Word).
   

   b. From the List Files Of Type list, select Readable Files. c. Under select a Document, select the Agenda Wizard, and then click

         Open.
   

   d. On the File menu, click Save As, and type a new name for the wizard. Any formatting changes you make will now be stored in your new wizard.

2. On the Insert menu, point to AutoText, and click AutoText. Highlight the AutoText entry that corresponds to the Agenda or Minutes style you want to use. Click the Insert button.

          Agenda style     Agenda AutoText entry     Minutes AutoText entry
          -----------------------------------------------------------------
   
          Boxes            Formal                    Minutes0
          Modern           Informal                  Minutes1
          Standard         Standard                  Minutes2
   
   

3. Click the Show/Hide button so that it is enabled, display table gridlines (on the Table menu, click Gridlines), and turn on Bookmarks (click Options for Windows and Word 6.x for Macintosh or Preferences for Word 98 Macintosh Edition on the Tools menu, select the View tab, select the Bookmarks check box, and then click the OK button).

   NOTE: Do not delete any of the bookmarks. If these are deleted, the wizard may not function properly.

4. Select the text or table cell in which you want to make changes (be sure the end-of-cell marker or paragraph mark is also selected). Make your formatting changes, such as changing the font or point size, adding bold or italics, and so forth. When you are finished, deselect the area by clicking in the margin of the document.

5. On the Insert menu, point to AutoText, and then click AutoText. Select the AutoText entry that you previously selected in step 2. Make a note of the exact name (you will need to type it again in step 7). Click the Delete button to delete the old AutoText entry. Click the Close button to return to the document.

6. On the Edit menu, click Select All to highlight your document.

7. On the Insert menu, point to AutoText, and then click AutoText. In the AutoText dialog box, type the AutoText name using the same name as the deleted AutoText entry from step 5. From the Look In list, select your template. Click the Add button to return to the document.

8. With the document still selected, click Cut on the Edit menu. You should now have a blank page with a single paragraph mark at the top left of the page. If you have any text or more than a single paragraph mark, delete these items. On the File menu, click Save and then close the template.

Word 6.x, 7.x

Follow these steps:

1. On the File menu, click Open. Choose the directory where your templates are stored (usually, C:\Winword\Template or Macintosh HD:Microsoft Word: Templates). From the List Files Of Type list, select All Files (*.*). From the File Name list, select the Agenda Wizard and click the Open (or OK) button. On the File menu, click Save As, and type a new name for the wizard. Any formatting changes you make will now be stored in your new wizard.

2. On the Edit menu, click AutoText. Highlight the AutoText entry that corresponds to the Agenda or Minutes style you want to use. Click the Insert button.

          Agenda style     Agenda AutoText entry     Minutes AutoText entry
          -----------------------------------------------------------------
   
          Boxes            Formal, FormalA4          Minutes0, Minutes0A4
          Modern           Informal, InformalA4      Minutes1, Minutes1A4
          Standard         Standard, StandardA4      Minutes2, Minutes2A4
   
   

3. Toggle the Show/Hide button so it is enabled, display table gridlines (on the Table menu, click Gridlines), and turn on Bookmarks (click Options on the Tools menu, select the View tab, select the Bookmarks check box, and click the OK button).

   NOTE: Do not delete any of the bookmarks. If these are deleted, the wizard may not function properly.

4. Select the text or table cell in which you want to make changes (be sure the end-of-cell marker or paragraph mark is also selected). Make your formatting changes, such as changing the font or point size, adding bold or italics, and so forth. When you are finished, deselect the area by clicking in the margin of the document.

5. On the Edit menu, click AutoText. Select the AutoText entry that you previously selected in step 2. Make a note of the exact name (you will need to type it again in step 7). Click the Delete button to delete the old AutoText entry. Click the Close button to return to the document.

6. On the Edit menu, click Select All to highlight your document.

7. On the Edit menu, click AutoText. In the AutoText dialog box, type the AutoText name using the same name as the deleted AutoText entry from step 5. From the Make AutoText Entry Available To list, select Documents Based On your new wizard name. Click the Add button to return to the document.

8. With the document still selected, click Cut on the Edit menu. You should now have a blank page with a single paragraph mark at the top left of the page. If you have any text or more than a single paragraph mark, delete these items. On the File menu, click Save and then close the template.