Skip to main content

Creating Text Macros

Text macros allow for a quick and easy way to create report templates. The software is compatible with Word 2003 , Word 2007, Word 2013 and Word 2016. Here are the steps for using macros with each version.

Word 2003​

Creating Text Macros​

  1. Open the desired template using Microsoft Word.
  2. Type in the text that you will like to turn into a macro. Ensure all text and paragraph formatting is correct.
  3. Highlight the text.
  4. Click Insert > Auto Text > New. (You can also hit ALT+F3)
  5. Name the new macro.
  6. Click OK.

Adding AutoText Menu to Toolbar​

  1. Right click on the Microsoft Word toolbar.
  2. Place a check mark next to AutoText.

Inserting a Text Macro​

  1. Open the desired report template.
  2. Place the cursor in the location the macro should be placed in.
  3. Click the All Entries menu in the AutoText toolbar. (You can also hit ALT+L)
  4. Click Normals.
  5. Choose the macro to insert.

Word 2007​

Creating Text Macros​

  1. Open the desired template using Microsoft Word.
  2. Type in the text that you will like to turn into a macro. Ensure all text and paragraph formatting is correct.
  3. Highlight the text.
  4. Click Insert > Quick Parts > Save Selection to Quick Part Gallery. (You can also hit ALT+F3)
  5. Type in a new Name.
  6. Set the Gallery to AutoText.
  7. Change the Save In option to the document template you are working on.
  8. Click OK.

Adding AutoText Menu to Quick Access Toolbar​

  1. Click Ribbon > Word Options.
  2. Click Customize.
  3. From the Choose Commands From pull down menu select Commands Not In The Ribbon.
  4. Highlight AutoText.
  5. Click Add >>.
  6. Click OK.

Inserting a Text Macro​

  1. Open the desired report template.
  2. Place the cursor in the location the macro should be placed in.
  3. Click the AutoText button in the quick access toolbar.
  4. Choose the text to insert.

Word 2010​

Creating Text Macros​

  1. Open the desired template using Microsoft Word.
  2. Type in the text that you will like to turn into a macro. Ensure all text and paragraph formatting is correct.
  3. Highlight the text.
  4. Click Insert > Quick Parts > Save Selection to Quick Part Gallery. (You can also hit ALT+F3)
  5. Type in a new Name.
  6. Set the Gallery to AutoText.
  7. Change the Save In option to the document template you are working on.
  8. Click OK.

Adding AutoText Menu to Quick Access Toolbar​

  1. Click File > Options.
  2. Click Quick Access Toolbar.
  3. From the Choose Commands From pull down menu select Commands Not In The Ribbon.
  4. Highlight AutoText.
  5. Click Add >>.
  6. Click OK.

Inserting a Text Macro​

  1. Open the desired report template.
  2. Place the cursor in the location the macro should be placed in.
  3. Click the AutoText button in the quick access toolbar.
  4. Choose the text to insert.

Word 2013​

Creating Text Macros​

  1. Open the desired template using Microsoft Word.
  2. Type in the text that you will like to turn into a macro. Ensure all text and paragraph formatting is correct.
  3. Highlight the text.
  4. Click Insert > Quick Parts > Save Selection to Quick Part Gallery. (You can also hit ALT+F3)
  5. Type in a new Name.
  6. Set the Gallery to AutoText.
  7. Change the Save In option to the document template you are working on.
  8. Click OK.

Adding AutoText Menu to Quick Access Toolbar​

  1. Click File > Options.
  2. Click Quick Access Toolbar.
  3. From the Choose Commands From pull down menu select Commands Not In The Ribbon.
  4. Highlight AutoText.
  5. Click Add >>.
  6. Click OK.

Inserting a Text Macro​

  1. Open the desired report template.
  2. Place the cursor in the location the macro should be placed in.
  3. Click the AutoText button in the quick access toolbar.
  4. Choose the text to insert.

Word 2016​

Creating Text Macros​

  1. Open the desired template using Microsoft Word.
  2. Type in the text that you will like to turn into a macro. Ensure all text and paragraph formatting is correct.
  3. Highlight the text.
  4. Click Insert > Quick Parts > Save Selection to Quick Part Gallery. (You can also hit ALT+F3)
  5. Type in a new Name.
  6. Set the Gallery to AutoText.
  7. Change the Save In option to the document template you are working on.
  8. Click OK.

Adding AutoText Menu to Quick Access Toolbar​

  1. Click File > Options.
  2. Click Quick Access Toolbar.
  3. From the Choose Commands From pull down menu select Commands Not In The Ribbon.
  4. Highlight AutoText.
  5. Click Add >>.
  6. Click OK.

Inserting a Text Macro​

  1. Open the desired report template.
  2. Place the cursor in the location the macro should be placed in.
  3. Click the AutoText button in the quick access toolbar.
  4. Choose the text to insert.