Q: “I’ve only been using TheFormTool Pro for the past two days, and I am blown away. I have little-to-no coding background, and yet, I’ve never been so excited for a programming adjacent project!
Our Firm has an existing letterhead that we use. There is a master document that gets updated, and then all “Correspondence” type documents that have our letterhead automatically update.
Is there a way to link to our existing letterhead in TheFormTool templates that I’m creating? Or is this more of a Word based question?”
A: It’s great to hear that you’re excited about using TheFormTool Pro! Here are some steps and resources that might help you link your existing letterhead to TheFormTool templates:
- Using Wrappers for Letterheads:
- TheFormTool allows you to apply wrappers to your forms, which can include your letterhead. This means you can set up your forms to pull in a letterhead from a wrapper as the form is filled in.
- For more detailed instructions, you can refer to the article titled “TLC 4 Wrapper Overview” which explains how to apply wrappers to forms, including letterheads. You can find this article here.
- Adding a Logo to a Letterhead:
- If you need to customize which logo appears in a letterhead, TheFormTool Pro offers a feature to make an image conditional and use a Dropdown answer to allow the user to choose which logo is used.
- For a step-by-step guide, you can refer to the article “TLC 4 Adding a Logo to a Letterhead” available here.
- General Tips:
- Ensure that your master document with the letterhead is properly formatted and saved in a location accessible to all templates.
- You might need to use Word’s features in conjunction with TheFormTool to ensure seamless integration.
The Knowledge Base has several articles and videos on using Wrappers, including:
Adding a Logo to the Letterhead
