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Moving templates to other computer



 
 
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  #1  
Old February 5th 05, 03:35 AM
GeorgeMar
external usenet poster
 
Posts: n/a
Default Moving templates to other computer

I have a Word document created from a Word template that contains AutoText
and Macros. When I use the document on the computer where it was created,
the macros work fine.

Then I put the document on another computer along with the template through
ToolsTemplate and Addins. It seems to work. (or maybe I also save the
document as template.)

If I make a copy of the document in explorer, the document works just as well.

I have an application in Access VBA that creates a Word doc by doing
FileCopy of the base document into a new document. That copy does not see
the template's macros.

In short, if I copy in Explorer, it works and if I copy in Access it doesnot
work.

Any suggestions.

What is the proper way to move templates from one computer to another?
Perhaps that is where I am going wrong.

many thanks
george
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  #2  
Old February 10th 05, 12:30 PM
Cindy M -WordMVP-
external usenet poster
 
Posts: n/a
Default

Hi =?Utf-8?B?R2VvcmdlTWFy?=,

I have a Word document created from a Word template that contains AutoText
and Macros. When I use the document on the computer where it was created,
the macros work fine.

Then I put the document on another computer along with the template through
ToolsTemplate and Addins. It seems to work. (or maybe I also save the
document as template.)

If I make a copy of the document in explorer, the document works just as well.

Exactly how are you doing this?

I have an application in Access VBA that creates a Word doc by doing
FileCopy of the base document into a new document. That copy does not see
the template's macros.

Why would you use FileCopy instead of the Documents.Add method of the Word
object model?

Have you set up this template as a global addin, or is it simply attached to the
document? When you use FileCopy and open the document in Word, what is the
attached template?

In short, if I copy in Explorer, it works and if I copy in Access it doesnot
work.


Cindy Meister
INTER-Solutions, Switzerland
http://homepage.swissonline.ch/cindymeister (last update Jun 8 2004)
http://www.word.mvps.org

This reply is posted in the Newsgroup; please post any follow question or reply
in the newsgroup and not by e-mail :-)

  #3  
Old February 10th 05, 09:35 PM
GeorgeMar
external usenet poster
 
Posts: n/a
Default

Thank you Cindy

This is causing me some problems.

Firstly, I use FileCopy because I am copying from a base document
(basefilename) that contains the bulk of the data and the layout, to a new
document (newfilename) I then customise the document using
documents.add(newfilename)

The base document and its associated template are created on my development
computer. I then put the document and the template on the customer's server.
I did not use an add-in. On the customer's server, I saved the template as a
template and that only created a local template.(and the macros were missing.
I had to copy them in again)

Here is where I am having the problem. On the customer's server, I can't
get the document to see the template. I have managed to get it to work on
one local machine, by almost rebuilding the template on that local machine,
but not across the network.

The question is, what is the best way to transfer the template from my
development machine to the customer's server and how do I get the users to
see the common template across the network?

Your help is most appreciated.

Thanks
George


"Cindy M -WordMVP-" wrote:

Hi =?Utf-8?B?R2VvcmdlTWFy?=,

I have a Word document created from a Word template that contains AutoText
and Macros. When I use the document on the computer where it was created,
the macros work fine.

Then I put the document on another computer along with the template through
ToolsTemplate and Addins. It seems to work. (or maybe I also save the
document as template.)

If I make a copy of the document in explorer, the document works just as well.

Exactly how are you doing this?

I have an application in Access VBA that creates a Word doc by doing
FileCopy of the base document into a new document. That copy does not see
the template's macros.

Why would you use FileCopy instead of the Documents.Add method of the Word
object model?

Have you set up this template as a global addin, or is it simply attached to the
document? When you use FileCopy and open the document in Word, what is the
attached template?

In short, if I copy in Explorer, it works and if I copy in Access it doesnot
work.


Cindy Meister
INTER-Solutions, Switzerland
http://homepage.swissonline.ch/cindymeister (last update Jun 8 2004)
http://www.word.mvps.org

This reply is posted in the Newsgroup; please post any follow question or reply
in the newsgroup and not by e-mail :-)


  #4  
Old February 16th 05, 10:01 AM
Cindy M -WordMVP-
external usenet poster
 
Posts: n/a
Default

Hi =?Utf-8?B?R2VvcmdlTWFy?=,

This is causing me some problems.

A lot of your problems sound really strange to me. Macros shouldn't be getting
"lost" from a file, if they're in the file (document). It may be unfair to you,
but I have to assume you're doing something wrong; what isn't apparent from the
description, however.

A template in a shared network location. Set that folder for the users'
"Workgroup templates" option (Tools/options/file locations or, better, a system
policy to make the setting in the Registry). The template will always be
available via File/New.

Other than that, if a template is located in a folder with all the necessary
permissions, any document should be able to "see" it, if it has been properly
attached to the template (Tools/Templates and Addins). If the file path to a
template could be changing, it helps to list that location in the environment's
PATH setting.

Firstly, I use FileCopy because I am copying from a base document
(basefilename) that contains the bulk of the data and the layout, to a new
document (newfilename) I then customise the document using
documents.add(newfilename)

The base document and its associated template are created on my development
computer. I then put the document and the template on the customer's server.
I did not use an add-in. On the customer's server, I saved the template as a
template and that only created a local template.(and the macros were missing.
I had to copy them in again)

Here is where I am having the problem. On the customer's server, I can't
get the document to see the template. I have managed to get it to work on
one local machine, by almost rebuilding the template on that local machine,
but not across the network.

The question is, what is the best way to transfer the template from my
development machine to the customer's server and how do I get the users to
see the common template across the network?


Cindy Meister
INTER-Solutions, Switzerland
http://homepage.swissonline.ch/cindymeister (last update Jun 8 2004)
http://www.word.mvps.org

This reply is posted in the Newsgroup; please post any follow question or reply
in the newsgroup and not by e-mail :-)

  #5  
Old February 16th 05, 12:35 PM
GeorgeMar
external usenet poster
 
Posts: n/a
Default

Cindy

Thank you again and bear with me for my ignorance.

What I am trying to achieve is to place tick boxes in a document that is
automatically generated by an Access VBA Apps. I shall try to elaborate:

1. I create a template on my local machine that contains the two macros and
the two Autotext (because Autotext cannot be carried in the document).

2. I create a document on my local machine that is based on the above
template (using FileNew).

3. I copy the template somewhere on the server and save it as a template,
which saves it in the common template directory.

4. MyAccess Apps creates new documents by copying the document save in 2.
above and add some additional data from the Apps to the new document.

5. The newly created document by my Apps resides on the server and can be
accessed by users from anywhere.

4. Users can edit the document before printing, including using the tick
boxes.

That is when the problem starts. When they double click the box nothing
happens i.e the macro is not working.

Would you have had the macros in the base document rather than in the
template?
What is the proper way to save the template to make it global; put it
anywhere on the server and put the path in the workgroup template or is
saving as a .dot enough for it to be seen by others.

I was hoping that the newly created document would find the template on the
server if it can't find it anywhere else.

Thanks again
george






"Cindy M -WordMVP-" wrote:

Hi =?Utf-8?B?R2VvcmdlTWFy?=,

This is causing me some problems.

A lot of your problems sound really strange to me. Macros shouldn't be getting
"lost" from a file, if they're in the file (document). It may be unfair to you,
but I have to assume you're doing something wrong; what isn't apparent from the
description, however.

A template in a shared network location. Set that folder for the users'
"Workgroup templates" option (Tools/options/file locations or, better, a system
policy to make the setting in the Registry). The template will always be
available via File/New.

Other than that, if a template is located in a folder with all the necessary
permissions, any document should be able to "see" it, if it has been properly
attached to the template (Tools/Templates and Addins). If the file path to a
template could be changing, it helps to list that location in the environment's
PATH setting.

Firstly, I use FileCopy because I am copying from a base document
(basefilename) that contains the bulk of the data and the layout, to a new
document (newfilename) I then customise the document using
documents.add(newfilename)

The base document and its associated template are created on my development
computer. I then put the document and the template on the customer's server.
I did not use an add-in. On the customer's server, I saved the template as a
template and that only created a local template.(and the macros were missing.
I had to copy them in again)

Here is where I am having the problem. On the customer's server, I can't
get the document to see the template. I have managed to get it to work on
one local machine, by almost rebuilding the template on that local machine,
but not across the network.

The question is, what is the best way to transfer the template from my
development machine to the customer's server and how do I get the users to
see the common template across the network?


Cindy Meister
INTER-Solutions, Switzerland
http://homepage.swissonline.ch/cindymeister (last update Jun 8 2004)
http://www.word.mvps.org

This reply is posted in the Newsgroup; please post any follow question or reply
in the newsgroup and not by e-mail :-)


  #6  
Old February 16th 05, 03:39 PM
Charles Kenyon
external usenet poster
 
Posts: n/a
Default

The problem is that your AutoText and macros must reside in a template and
your documents, when moved, are not staying attached to the template. A few
years ago I worked out a solution (with much help from the people here) that
involved storing these in a global template but it may not work in Word
2003. You are welcome to look at it and if it seems to be what you want, we
can work on updating it. Take a look at the Checkbox template available at
http://www.addbalance.com/word/downl...#CheckboxAddIn.
--

Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.
"GeorgeMar" wrote in message
...
Cindy

Thank you again and bear with me for my ignorance.

What I am trying to achieve is to place tick boxes in a document that is
automatically generated by an Access VBA Apps. I shall try to elaborate:

1. I create a template on my local machine that contains the two macros
and
the two Autotext (because Autotext cannot be carried in the document).

2. I create a document on my local machine that is based on the above
template (using FileNew).

3. I copy the template somewhere on the server and save it as a template,
which saves it in the common template directory.

4. MyAccess Apps creates new documents by copying the document save in 2.
above and add some additional data from the Apps to the new document.

5. The newly created document by my Apps resides on the server and can be
accessed by users from anywhere.

4. Users can edit the document before printing, including using the tick
boxes.

That is when the problem starts. When they double click the box nothing
happens i.e the macro is not working.

Would you have had the macros in the base document rather than in the
template?
What is the proper way to save the template to make it global; put it
anywhere on the server and put the path in the workgroup template or is
saving as a .dot enough for it to be seen by others.

I was hoping that the newly created document would find the template on
the
server if it can't find it anywhere else.

Thanks again
george






"Cindy M -WordMVP-" wrote:

Hi =?Utf-8?B?R2VvcmdlTWFy?=,

This is causing me some problems.

A lot of your problems sound really strange to me. Macros shouldn't be
getting
"lost" from a file, if they're in the file (document). It may be unfair
to you,
but I have to assume you're doing something wrong; what isn't apparent
from the
description, however.

A template in a shared network location. Set that folder for the users'
"Workgroup templates" option (Tools/options/file locations or, better, a
system
policy to make the setting in the Registry). The template will always be
available via File/New.

Other than that, if a template is located in a folder with all the
necessary
permissions, any document should be able to "see" it, if it has been
properly
attached to the template (Tools/Templates and Addins). If the file path
to a
template could be changing, it helps to list that location in the
environment's
PATH setting.

Firstly, I use FileCopy because I am copying from a base document
(basefilename) that contains the bulk of the data and the layout, to a
new
document (newfilename) I then customise the document using
documents.add(newfilename)

The base document and its associated template are created on my
development
computer. I then put the document and the template on the customer's
server.
I did not use an add-in. On the customer's server, I saved the template
as a
template and that only created a local template.(and the macros were
missing.
I had to copy them in again)

Here is where I am having the problem. On the customer's server, I
can't
get the document to see the template. I have managed to get it to work
on
one local machine, by almost rebuilding the template on that local
machine,
but not across the network.

The question is, what is the best way to transfer the template from my
development machine to the customer's server and how do I get the users
to
see the common template across the network?


Cindy Meister
INTER-Solutions, Switzerland
http://homepage.swissonline.ch/cindymeister (last update Jun 8 2004)
http://www.word.mvps.org

This reply is posted in the Newsgroup; please post any follow question or
reply
in the newsgroup and not by e-mail :-)




  #7  
Old February 17th 05, 10:55 AM
GeorgeMar
external usenet poster
 
Posts: n/a
Default

Thank you Charles!

You have hit on the head. My prblem is that the newly created documents are
attached to a template that was created on my local C: drive.

I moved the document from the server to my where the template was created
and it works.

So, the question is how to either reattach the document to template on the
server or to get the document to see a global template. Will I have to
recreate the document at the customer's site find a global template?

many thanks
george


"Charles Kenyon" wrote:

The problem is that your AutoText and macros must reside in a template and
your documents, when moved, are not staying attached to the template. A few
years ago I worked out a solution (with much help from the people here) that
involved storing these in a global template but it may not work in Word
2003. You are welcome to look at it and if it seems to be what you want, we
can work on updating it. Take a look at the Checkbox template available at
http://www.addbalance.com/word/downl...#CheckboxAddIn.
--

Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.
"GeorgeMar" wrote in message
...
Cindy

Thank you again and bear with me for my ignorance.

What I am trying to achieve is to place tick boxes in a document that is
automatically generated by an Access VBA Apps. I shall try to elaborate:

1. I create a template on my local machine that contains the two macros
and
the two Autotext (because Autotext cannot be carried in the document).

2. I create a document on my local machine that is based on the above
template (using FileNew).

3. I copy the template somewhere on the server and save it as a template,
which saves it in the common template directory.

4. MyAccess Apps creates new documents by copying the document save in 2.
above and add some additional data from the Apps to the new document.

5. The newly created document by my Apps resides on the server and can be
accessed by users from anywhere.

4. Users can edit the document before printing, including using the tick
boxes.

That is when the problem starts. When they double click the box nothing
happens i.e the macro is not working.

Would you have had the macros in the base document rather than in the
template?
What is the proper way to save the template to make it global; put it
anywhere on the server and put the path in the workgroup template or is
saving as a .dot enough for it to be seen by others.

I was hoping that the newly created document would find the template on
the
server if it can't find it anywhere else.

Thanks again
george






"Cindy M -WordMVP-" wrote:

Hi =?Utf-8?B?R2VvcmdlTWFy?=,

This is causing me some problems.

A lot of your problems sound really strange to me. Macros shouldn't be
getting
"lost" from a file, if they're in the file (document). It may be unfair
to you,
but I have to assume you're doing something wrong; what isn't apparent
from the
description, however.

A template in a shared network location. Set that folder for the users'
"Workgroup templates" option (Tools/options/file locations or, better, a
system
policy to make the setting in the Registry). The template will always be
available via File/New.

Other than that, if a template is located in a folder with all the
necessary
permissions, any document should be able to "see" it, if it has been
properly
attached to the template (Tools/Templates and Addins). If the file path
to a
template could be changing, it helps to list that location in the
environment's
PATH setting.

Firstly, I use FileCopy because I am copying from a base document
(basefilename) that contains the bulk of the data and the layout, to a
new
document (newfilename) I then customise the document using
documents.add(newfilename)

The base document and its associated template are created on my
development
computer. I then put the document and the template on the customer's
server.
I did not use an add-in. On the customer's server, I saved the template
as a
template and that only created a local template.(and the macros were
missing.
I had to copy them in again)

Here is where I am having the problem. On the customer's server, I
can't
get the document to see the template. I have managed to get it to work
on
one local machine, by almost rebuilding the template on that local
machine,
but not across the network.

The question is, what is the best way to transfer the template from my
development machine to the customer's server and how do I get the users
to
see the common template across the network?


Cindy Meister
INTER-Solutions, Switzerland
http://homepage.swissonline.ch/cindymeister (last update Jun 8 2004)
http://www.word.mvps.org

This reply is posted in the Newsgroup; please post any follow question or
reply
in the newsgroup and not by e-mail :-)





  #8  
Old February 17th 05, 02:58 PM
Charles Kenyon
external usenet poster
 
Posts: n/a
Default

If a global template is loaded, the document will see it. Period. AutoText
and macros will be available unless there are AT entries or macros with the
same names in the attached template.

You can attach a document to a different template (if you stay with attached
templates) using Tools Templates and Add-Ins. This is a bit much to expect
of the routine user, though.
--

Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.

"GeorgeMar" wrote in message
...
Thank you Charles!

You have hit on the head. My prblem is that the newly created documents
are
attached to a template that was created on my local C: drive.

I moved the document from the server to my where the template was created
and it works.

So, the question is how to either reattach the document to template on the
server or to get the document to see a global template. Will I have to
recreate the document at the customer's site find a global template?

many thanks
george


"Charles Kenyon" wrote:

The problem is that your AutoText and macros must reside in a template
and
your documents, when moved, are not staying attached to the template. A
few
years ago I worked out a solution (with much help from the people here)
that
involved storing these in a global template but it may not work in Word
2003. You are welcome to look at it and if it seems to be what you want,
we
can work on updating it. Take a look at the Checkbox template available
at
http://www.addbalance.com/word/downl...#CheckboxAddIn.
--

Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.
"GeorgeMar" wrote in message
...
Cindy

Thank you again and bear with me for my ignorance.

What I am trying to achieve is to place tick boxes in a document that
is
automatically generated by an Access VBA Apps. I shall try to
elaborate:

1. I create a template on my local machine that contains the two macros
and
the two Autotext (because Autotext cannot be carried in the document).

2. I create a document on my local machine that is based on the above
template (using FileNew).

3. I copy the template somewhere on the server and save it as a
template,
which saves it in the common template directory.

4. MyAccess Apps creates new documents by copying the document save in
2.
above and add some additional data from the Apps to the new document.

5. The newly created document by my Apps resides on the server and can
be
accessed by users from anywhere.

4. Users can edit the document before printing, including using the
tick
boxes.

That is when the problem starts. When they double click the box
nothing
happens i.e the macro is not working.

Would you have had the macros in the base document rather than in the
template?
What is the proper way to save the template to make it global; put it
anywhere on the server and put the path in the workgroup template or is
saving as a .dot enough for it to be seen by others.

I was hoping that the newly created document would find the template on
the
server if it can't find it anywhere else.

Thanks again
george






"Cindy M -WordMVP-" wrote:

Hi =?Utf-8?B?R2VvcmdlTWFy?=,

This is causing me some problems.

A lot of your problems sound really strange to me. Macros shouldn't be
getting
"lost" from a file, if they're in the file (document). It may be
unfair
to you,
but I have to assume you're doing something wrong; what isn't apparent
from the
description, however.

A template in a shared network location. Set that folder for the
users'
"Workgroup templates" option (Tools/options/file locations or, better,
a
system
policy to make the setting in the Registry). The template will always
be
available via File/New.

Other than that, if a template is located in a folder with all the
necessary
permissions, any document should be able to "see" it, if it has been
properly
attached to the template (Tools/Templates and Addins). If the file
path
to a
template could be changing, it helps to list that location in the
environment's
PATH setting.

Firstly, I use FileCopy because I am copying from a base document
(basefilename) that contains the bulk of the data and the layout, to
a
new
document (newfilename) I then customise the document using
documents.add(newfilename)

The base document and its associated template are created on my
development
computer. I then put the document and the template on the customer's
server.
I did not use an add-in. On the customer's server, I saved the
template
as a
template and that only created a local template.(and the macros were
missing.
I had to copy them in again)

Here is where I am having the problem. On the customer's server, I
can't
get the document to see the template. I have managed to get it to
work
on
one local machine, by almost rebuilding the template on that local
machine,
but not across the network.

The question is, what is the best way to transfer the template from
my
development machine to the customer's server and how do I get the
users
to
see the common template across the network?


Cindy Meister
INTER-Solutions, Switzerland
http://homepage.swissonline.ch/cindymeister (last update Jun 8 2004)
http://www.word.mvps.org

This reply is posted in the Newsgroup; please post any follow question
or
reply
in the newsgroup and not by e-mail :-)







  #9  
Old February 17th 05, 10:15 PM
GeorgeMar
external usenet poster
 
Posts: n/a
Default

Thank you again!

This is where I am confused. I am using the word "attached" because when I
created my document that I then copy, the copied document has the template
attached to a specific pathname on the c: drive.

That is why I thought that reattaching may be the answer. I could possibly
do the reattachment in my Access VBA, after the file is copied.

I must be doing something wrong in the way that a I create the global
template on the server.

For clarification, let me see if I can be more specific.

Say I have a document DocA.doc athat is based a template Tpl.Dot athat are
created on my local drive.

I place DocA.doc on the server and my Access Apps copies DocA.doc into
DocA1.doc, DocA2.doc etc. By this stage I do not have a template on the
server.

How would I create the template Tpl.Dot on the server so that DocA1.doc and
DocA2.doc will use it? If I copy the file Tpl.dot to the server then open
it and save it as template it just puts it in the local drive template and
the .docs that reside on the server cannot see the template.

That is where I am having difficulties.

many thanks
george


"Charles Kenyon" wrote:

If a global template is loaded, the document will see it. Period. AutoText
and macros will be available unless there are AT entries or macros with the
same names in the attached template.

You can attach a document to a different template (if you stay with attached
templates) using Tools Templates and Add-Ins. This is a bit much to expect
of the routine user, though.
--

Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.

"GeorgeMar" wrote in message
...
Thank you Charles!

You have hit on the head. My prblem is that the newly created documents
are
attached to a template that was created on my local C: drive.

I moved the document from the server to my where the template was created
and it works.

So, the question is how to either reattach the document to template on the
server or to get the document to see a global template. Will I have to
recreate the document at the customer's site find a global template?

many thanks
george


"Charles Kenyon" wrote:

The problem is that your AutoText and macros must reside in a template
and
your documents, when moved, are not staying attached to the template. A
few
years ago I worked out a solution (with much help from the people here)
that
involved storing these in a global template but it may not work in Word
2003. You are welcome to look at it and if it seems to be what you want,
we
can work on updating it. Take a look at the Checkbox template available
at
http://www.addbalance.com/word/downl...#CheckboxAddIn.
--

Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.
"GeorgeMar" wrote in message
...
Cindy

Thank you again and bear with me for my ignorance.

What I am trying to achieve is to place tick boxes in a document that
is
automatically generated by an Access VBA Apps. I shall try to
elaborate:

1. I create a template on my local machine that contains the two macros
and
the two Autotext (because Autotext cannot be carried in the document).

2. I create a document on my local machine that is based on the above
template (using FileNew).

3. I copy the template somewhere on the server and save it as a
template,
which saves it in the common template directory.

4. MyAccess Apps creates new documents by copying the document save in
2.
above and add some additional data from the Apps to the new document.

5. The newly created document by my Apps resides on the server and can
be
accessed by users from anywhere.

4. Users can edit the document before printing, including using the
tick
boxes.

That is when the problem starts. When they double click the box
nothing
happens i.e the macro is not working.

Would you have had the macros in the base document rather than in the
template?
What is the proper way to save the template to make it global; put it
anywhere on the server and put the path in the workgroup template or is
saving as a .dot enough for it to be seen by others.

I was hoping that the newly created document would find the template on
the
server if it can't find it anywhere else.

Thanks again
george






"Cindy M -WordMVP-" wrote:

Hi =?Utf-8?B?R2VvcmdlTWFy?=,

This is causing me some problems.

A lot of your problems sound really strange to me. Macros shouldn't be
getting
"lost" from a file, if they're in the file (document). It may be
unfair
to you,
but I have to assume you're doing something wrong; what isn't apparent
from the
description, however.

A template in a shared network location. Set that folder for the
users'
"Workgroup templates" option (Tools/options/file locations or, better,
a
system
policy to make the setting in the Registry). The template will always
be
available via File/New.

Other than that, if a template is located in a folder with all the
necessary
permissions, any document should be able to "see" it, if it has been
properly
attached to the template (Tools/Templates and Addins). If the file
path
to a
template could be changing, it helps to list that location in the
environment's
PATH setting.

Firstly, I use FileCopy because I am copying from a base document
(basefilename) that contains the bulk of the data and the layout, to
a
new
document (newfilename) I then customise the document using
documents.add(newfilename)

The base document and its associated template are created on my
development
computer. I then put the document and the template on the customer's
server.
I did not use an add-in. On the customer's server, I saved the
template
as a
template and that only created a local template.(and the macros were
missing.
I had to copy them in again)

Here is where I am having the problem. On the customer's server, I
can't
get the document to see the template. I have managed to get it to
work
on
one local machine, by almost rebuilding the template on that local
machine,
but not across the network.

The question is, what is the best way to transfer the template from
my
development machine to the customer's server and how do I get the
users
to
see the common template across the network?


Cindy Meister
INTER-Solutions, Switzerland
http://homepage.swissonline.ch/cindymeister (last update Jun 8 2004)
http://www.word.mvps.org

This reply is posted in the Newsgroup; please post any follow question
or
reply
in the newsgroup and not by e-mail :-)








  #10  
Old February 17th 05, 10:44 PM
Charles Kenyon
external usenet poster
 
Posts: n/a
Default

See http://addbalance.com/word/movetotemplate.htm for step-by-step
instructions on moving / sharing / copying / backing-up customizations
including AutoText, AutoCorrect, keyboard assignments, toolbars, macros,
etc.
--

Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.

"GeorgeMar" wrote in message
...
Thank you again!

This is where I am confused. I am using the word "attached" because when
I
created my document that I then copy, the copied document has the template
attached to a specific pathname on the c: drive.

That is why I thought that reattaching may be the answer. I could
possibly
do the reattachment in my Access VBA, after the file is copied.

I must be doing something wrong in the way that a I create the global
template on the server.

For clarification, let me see if I can be more specific.

Say I have a document DocA.doc athat is based a template Tpl.Dot athat are
created on my local drive.

I place DocA.doc on the server and my Access Apps copies DocA.doc into
DocA1.doc, DocA2.doc etc. By this stage I do not have a template on the
server.

How would I create the template Tpl.Dot on the server so that DocA1.doc
and
DocA2.doc will use it? If I copy the file Tpl.dot to the server then
open
it and save it as template it just puts it in the local drive template and
the .docs that reside on the server cannot see the template.

That is where I am having difficulties.

many thanks
george


"Charles Kenyon" wrote:

If a global template is loaded, the document will see it. Period.
AutoText
and macros will be available unless there are AT entries or macros with
the
same names in the attached template.

You can attach a document to a different template (if you stay with
attached
templates) using Tools Templates and Add-Ins. This is a bit much to
expect
of the routine user, though.
--

Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.

"GeorgeMar" wrote in message
...
Thank you Charles!

You have hit on the head. My prblem is that the newly created
documents
are
attached to a template that was created on my local C: drive.

I moved the document from the server to my where the template was
created
and it works.

So, the question is how to either reattach the document to template on
the
server or to get the document to see a global template. Will I have to
recreate the document at the customer's site find a global template?

many thanks
george


"Charles Kenyon" wrote:

The problem is that your AutoText and macros must reside in a template
and
your documents, when moved, are not staying attached to the template.
A
few
years ago I worked out a solution (with much help from the people
here)
that
involved storing these in a global template but it may not work in
Word
2003. You are welcome to look at it and if it seems to be what you
want,
we
can work on updating it. Take a look at the Checkbox template
available
at
http://www.addbalance.com/word/downl...#CheckboxAddIn.
--

Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.
"GeorgeMar" wrote in message
...
Cindy

Thank you again and bear with me for my ignorance.

What I am trying to achieve is to place tick boxes in a document
that
is
automatically generated by an Access VBA Apps. I shall try to
elaborate:

1. I create a template on my local machine that contains the two
macros
and
the two Autotext (because Autotext cannot be carried in the
document).

2. I create a document on my local machine that is based on the
above
template (using FileNew).

3. I copy the template somewhere on the server and save it as a
template,
which saves it in the common template directory.

4. MyAccess Apps creates new documents by copying the document save
in
2.
above and add some additional data from the Apps to the new
document.

5. The newly created document by my Apps resides on the server and
can
be
accessed by users from anywhere.

4. Users can edit the document before printing, including using the
tick
boxes.

That is when the problem starts. When they double click the box
nothing
happens i.e the macro is not working.

Would you have had the macros in the base document rather than in
the
template?
What is the proper way to save the template to make it global; put
it
anywhere on the server and put the path in the workgroup template or
is
saving as a .dot enough for it to be seen by others.

I was hoping that the newly created document would find the template
on
the
server if it can't find it anywhere else.

Thanks again
george






"Cindy M -WordMVP-" wrote:

Hi =?Utf-8?B?R2VvcmdlTWFy?=,

This is causing me some problems.

A lot of your problems sound really strange to me. Macros shouldn't
be
getting
"lost" from a file, if they're in the file (document). It may be
unfair
to you,
but I have to assume you're doing something wrong; what isn't
apparent
from the
description, however.

A template in a shared network location. Set that folder for the
users'
"Workgroup templates" option (Tools/options/file locations or,
better,
a
system
policy to make the setting in the Registry). The template will
always
be
available via File/New.

Other than that, if a template is located in a folder with all the
necessary
permissions, any document should be able to "see" it, if it has
been
properly
attached to the template (Tools/Templates and Addins). If the file
path
to a
template could be changing, it helps to list that location in the
environment's
PATH setting.

Firstly, I use FileCopy because I am copying from a base document
(basefilename) that contains the bulk of the data and the layout,
to
a
new
document (newfilename) I then customise the document using
documents.add(newfilename)

The base document and its associated template are created on my
development
computer. I then put the document and the template on the
customer's
server.
I did not use an add-in. On the customer's server, I saved the
template
as a
template and that only created a local template.(and the macros
were
missing.
I had to copy them in again)

Here is where I am having the problem. On the customer's server,
I
can't
get the document to see the template. I have managed to get it
to
work
on
one local machine, by almost rebuilding the template on that
local
machine,
but not across the network.

The question is, what is the best way to transfer the template
from
my
development machine to the customer's server and how do I get the
users
to
see the common template across the network?


Cindy Meister
INTER-Solutions, Switzerland
http://homepage.swissonline.ch/cindymeister (last update Jun 8
2004)
http://www.word.mvps.org

This reply is posted in the Newsgroup; please post any follow
question
or
reply
in the newsgroup and not by e-mail :-)










 




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