QuickStartCreating Your OneClick Newsletter Template

1. Open Desktop Office Manager and click the OneClick button to open Microsoft Publisher. (Make sure you have downloaded the monthly reports before proceeding). 2. Click FILE and select OPEN from the drop-down menu. 3. In the OPEN PUBLICATION screen, click the down arrow beside the LOOK IN field. 4. From the drop-down menu, double click the C drive (often called Local Disk C ) to open it.

5. Find the InTouch Folder under the C Drive. Double click it to open it.

6. Double click on one of the 2002 templates to open it.

7. With the template open, click FILE and select SAVE AS from the drop-down menu.

8. The SAVE AS screen displays. Click in the FILE NAME field and name the template a generic name such as, MY NEWSLETTER TEMPLATE & click SAVE.

OneClick Instructions for Microsoft Publisher 2003 or 2002.

9. Now you can go through the template and click in 10. When finished customizing each title box and enter your custom name for each youre MY NEWSLETTER scoreboard report. Title boxes for the text frames that TEMPLATE, click FILE and contain scoreboard reports will have a tag line in select SAVE to save your them. Be careful not to overwrite or delete any of the changes. You have now created tag lines (A tag line resembles the following: your master template. <qryNewMmbr> or <qryBirthday>). You can also add other permanent information such as unit meeting times & location, contact numbers, etc. If you know the permanent names for recognition or other areas of your newsletter, add those now as well. This is the time to customize the template to fit your needs.

11. To create your newsletter for the current month, click FILE and select SAVE AS from the drop-down menu.

12. In the SAVE AS window, click in the FILE NAME field and type a generic name such as, January Newsletter & click SAVE. You are now ready to add your scoreboard reports.

13. To automatically add your scoreboard reports to your January Newsletter, click the OneClick button.

14. Double click on the January Newsletter (or the file name that you created in Step 13) to open it. This will open the newsletter with your scoreboard report data automatically added to the appropriate report sections. You can now customize the text boxes to address current month recognition, upcoming activities, etc.

15. To create your newsletter in future months, follow steps 1 through 5. In step 6 select MY NEWSLETTER (your master template). Then follow steps 11 through 14 to customize your newsletter for the current month. Remember to save the newsletter with a different name in step 12, such as February Newsletter.

OneClick Instructions for Microsoft Publisher 2003 or 2002.