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#1
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Stopping modification of Templates
I'm trying to create some basic templates for my office (Different types of
letters, fax cover sheets, etc.). How can I stop other people from modifying the template? The templates are accesible through a network at the moment. I know that if everybody else uses "save as," this won't be a problem, but I have a feeling my office mates will accidently just hit "save" and change the entire template. As you can most likely tell, I'm a complete novice with this stuff, and I don't know if I should be using macros, etc. Any help would be much appreciated! (Word 2003) |
#2
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Stopping modification of Templates
Good Afternoon,
Go to: Tools Protect Document Check the check box under 2. Editing restrictions and select 'Filing in forms' from the drop down menu. Click the 'Yes, Start Enforcing Protection' button Enter in a password confirm the password Go to File Save As and save the document (.doc) as a template (dot.) I hope this helps. "Lwbrown" wrote: I'm trying to create some basic templates for my office (Different types of letters, fax cover sheets, etc.). How can I stop other people from modifying the template? The templates are accesible through a network at the moment. I know that if everybody else uses "save as," this won't be a problem, but I have a feeling my office mates will accidently just hit "save" and change the entire template. As you can most likely tell, I'm a complete novice with this stuff, and I don't know if I should be using macros, etc. Any help would be much appreciated! (Word 2003) |
#3
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Stopping modification of Templates
Thanks, but I'm still having some trouble. I've tried to protect the
document, but this won't allow for any changes to be made. Basically, I have a form letter. I want other people to be able to put in the necessary information without changing the template. All I did to create this document was type in all the necessary fields and I saved it as a template. Does that make any sense? "SMOO" wrote: Good Afternoon, Go to: Tools Protect Document Check the check box under 2. Editing restrictions and select 'Filing in forms' from the drop down menu. Click the 'Yes, Start Enforcing Protection' button Enter in a password confirm the password Go to File Save As and save the document (.doc) as a template (dot.) I hope this helps. "Lwbrown" wrote: I'm trying to create some basic templates for my office (Different types of letters, fax cover sheets, etc.). How can I stop other people from modifying the template? The templates are accesible through a network at the moment. I know that if everybody else uses "save as," this won't be a problem, but I have a feeling my office mates will accidently just hit "save" and change the entire template. As you can most likely tell, I'm a complete novice with this stuff, and I don't know if I should be using macros, etc. Any help would be much appreciated! (Word 2003) |
#4
Posted to microsoft.public.word.docmanagement
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Stopping modification of Templates
Provided your templates are actual .dot files, users should not have to use
Save As. The default action for a true template (.dot file) is New. That means that double-clicking on a template or selecting it from the File New dialog automatically creates an unnamed new document. Your templates should be placed in the Workgroup Templates folder, whose location is specified on the File Locations tab of Tools | Options. -- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA Word MVP FAQ site: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. "Lwbrown" wrote in message ... I'm trying to create some basic templates for my office (Different types of letters, fax cover sheets, etc.). How can I stop other people from modifying the template? The templates are accesible through a network at the moment. I know that if everybody else uses "save as," this won't be a problem, but I have a feeling my office mates will accidently just hit "save" and change the entire template. As you can most likely tell, I'm a complete novice with this stuff, and I don't know if I should be using macros, etc. Any help would be much appreciated! (Word 2003) |
#5
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Stopping modification of Templates
You might want to have a look here as well a Part II:
http://word.mvps.org/faqs/customizat...platePart1.htm If you want parts editable & other parts not you have to create section breaks to delineate the editable regions. -- HTH |:) Bob Jones [MVP] Office:Mac "Lwbrown" wrote in message ... Thanks, but I'm still having some trouble. I've tried to protect the document, but this won't allow for any changes to be made. Basically, I have a form letter. I want other people to be able to put in the necessary information without changing the template. All I did to create this document was type in all the necessary fields and I saved it as a template. Does that make any sense? "SMOO" wrote: Good Afternoon, Go to: Tools Protect Document Check the check box under 2. Editing restrictions and select 'Filing in forms' from the drop down menu. Click the 'Yes, Start Enforcing Protection' button Enter in a password confirm the password Go to File Save As and save the document (.doc) as a template (dot.) I hope this helps. "Lwbrown" wrote: I'm trying to create some basic templates for my office (Different types of letters, fax cover sheets, etc.). How can I stop other people from modifying the template? The templates are accesible through a network at the moment. I know that if everybody else uses "save as," this won't be a problem, but I have a feeling my office mates will accidently just hit "save" and change the entire template. As you can most likely tell, I'm a complete novice with this stuff, and I don't know if I should be using macros, etc. Any help would be much appreciated! (Word 2003) |
#6
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Stopping modification of Templates
I have read the threads on this topic as I have the same problem as the
person who posted it. I am wondering if there is a way to change the file path or default location of the templates. Our templates are located in a Word folder on the main server that everyone has access to. I want to prevent people from accessing the template directly. Despite instructions, people continue to open the template through "file open" rather than "new from existing", changes are then made and saved to the template (ie. person will open template, type letter and save changes; when template is retrieved, person's letter is there rather than the precedent). Can I change the file path location so that when a person retrieves a template through "new from existing" it will take them directly to the templates rather than having to navigate their way to the folder where the templates are located? Thank you. "Suzanne S. Barnhill" wrote: Provided your templates are actual .dot files, users should not have to use Save As. The default action for a true template (.dot file) is New. That means that double-clicking on a template or selecting it from the File New dialog automatically creates an unnamed new document. Your templates should be placed in the Workgroup Templates folder, whose location is specified on the File Locations tab of Tools | Options. -- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA Word MVP FAQ site: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. "Lwbrown" wrote in message ... I'm trying to create some basic templates for my office (Different types of letters, fax cover sheets, etc.). How can I stop other people from modifying the template? The templates are accesible through a network at the moment. I know that if everybody else uses "save as," this won't be a problem, but I have a feeling my office mates will accidently just hit "save" and change the entire template. As you can most likely tell, I'm a complete novice with this stuff, and I don't know if I should be using macros, etc. Any help would be much appreciated! (Word 2003) |
#7
Posted to microsoft.public.word.docmanagement
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Stopping modification of Templates
If they are actually templates (.dot files), the default action for them
will be New rather than Open. If you're trying to use documents as templates, then you're doomed to failure. Instead of having to choose New from Existing, your users should be going directly to the File New dialog, using either a custom FileNewDialog button (with which you can replace the New button) or by clicking on Templates | On my computer in the New Document task pane. Assuming you're using Word 2003 or earlier, see http://sbarnhill.mvps.org/WordFAQs/C...ngWord2002.htm for instructions to replace the New button with one that will open the File New dialog to access your templates (both user and workgroup). Make sure that the path to your workgroup templates is correct on the File Locations tab of Tools | Options, and they will be displayed along with the local user templates. -- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA Word MVP FAQ site: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. "Lisa N." wrote in message ... I have read the threads on this topic as I have the same problem as the person who posted it. I am wondering if there is a way to change the file path or default location of the templates. Our templates are located in a Word folder on the main server that everyone has access to. I want to prevent people from accessing the template directly. Despite instructions, people continue to open the template through "file open" rather than "new from existing", changes are then made and saved to the template (ie. person will open template, type letter and save changes; when template is retrieved, person's letter is there rather than the precedent). Can I change the file path location so that when a person retrieves a template through "new from existing" it will take them directly to the templates rather than having to navigate their way to the folder where the templates are located? Thank you. "Suzanne S. Barnhill" wrote: Provided your templates are actual .dot files, users should not have to use Save As. The default action for a true template (.dot file) is New. That means that double-clicking on a template or selecting it from the File New dialog automatically creates an unnamed new document. Your templates should be placed in the Workgroup Templates folder, whose location is specified on the File Locations tab of Tools | Options. -- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA Word MVP FAQ site: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. "Lwbrown" wrote in message ... I'm trying to create some basic templates for my office (Different types of letters, fax cover sheets, etc.). How can I stop other people from modifying the template? The templates are accesible through a network at the moment. I know that if everybody else uses "save as," this won't be a problem, but I have a feeling my office mates will accidently just hit "save" and change the entire template. As you can most likely tell, I'm a complete novice with this stuff, and I don't know if I should be using macros, etc. Any help would be much appreciated! (Word 2003) |
#8
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Stopping modification of Templates
Thank you for your reply, I should have clarified a bit further. I am using
Word 2007. I understand that in older versions of Word I could select the file path for templates located "on my computer" or "on my websites". Our templates are word documents created/saved as templates. In Word 2007, when I retrieve a template, I do the following: - Office | New | New From Existing - a dialogue box opens up in word entitled "New From Existing Document" - the dialogue box opens up in my last location in Word not in a default location I would like to change the settings so when I retrieve a template, it will always open up in the same default location and I do not need to navigate to the folder each time I need a template. I hope I have explained this more clearly and that you are able to offer a solution. Thank you. "Suzanne S. Barnhill" wrote: If they are actually templates (.dot files), the default action for them will be New rather than Open. If you're trying to use documents as templates, then you're doomed to failure. Instead of having to choose New from Existing, your users should be going directly to the File New dialog, using either a custom FileNewDialog button (with which you can replace the New button) or by clicking on Templates | On my computer in the New Document task pane. Assuming you're using Word 2003 or earlier, see http://sbarnhill.mvps.org/WordFAQs/C...ngWord2002.htm for instructions to replace the New button with one that will open the File New dialog to access your templates (both user and workgroup). Make sure that the path to your workgroup templates is correct on the File Locations tab of Tools | Options, and they will be displayed along with the local user templates. -- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA Word MVP FAQ site: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. "Lisa N." wrote in message ... I have read the threads on this topic as I have the same problem as the person who posted it. I am wondering if there is a way to change the file path or default location of the templates. Our templates are located in a Word folder on the main server that everyone has access to. I want to prevent people from accessing the template directly. Despite instructions, people continue to open the template through "file open" rather than "new from existing", changes are then made and saved to the template (ie. person will open template, type letter and save changes; when template is retrieved, person's letter is there rather than the precedent). Can I change the file path location so that when a person retrieves a template through "new from existing" it will take them directly to the templates rather than having to navigate their way to the folder where the templates are located? Thank you. "Suzanne S. Barnhill" wrote: Provided your templates are actual .dot files, users should not have to use Save As. The default action for a true template (.dot file) is New. That means that double-clicking on a template or selecting it from the File New dialog automatically creates an unnamed new document. Your templates should be placed in the Workgroup Templates folder, whose location is specified on the File Locations tab of Tools | Options. -- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA Word MVP FAQ site: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. "Lwbrown" wrote in message ... I'm trying to create some basic templates for my office (Different types of letters, fax cover sheets, etc.). How can I stop other people from modifying the template? The templates are accesible through a network at the moment. I know that if everybody else uses "save as," this won't be a problem, but I have a feeling my office mates will accidently just hit "save" and change the entire template. As you can most likely tell, I'm a complete novice with this stuff, and I don't know if I should be using macros, etc. Any help would be much appreciated! (Word 2003) |
#9
Posted to microsoft.public.word.docmanagement
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Stopping modification of Templates
"New from Existing Document" creates a new document based on a document, not
a template, so you're still not doing it right. Your "template" to be a true template, needs to be a .dot (or .dotx/.dotm) file, saved in the Newsgroup Templates folder location and accessed via Office Button | New. -- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA Word MVP FAQ site: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. "Lisa N." wrote in message ... Thank you for your reply, I should have clarified a bit further. I am using Word 2007. I understand that in older versions of Word I could select the file path for templates located "on my computer" or "on my websites". Our templates are word documents created/saved as templates. In Word 2007, when I retrieve a template, I do the following: - Office | New | New From Existing - a dialogue box opens up in word entitled "New From Existing Document" - the dialogue box opens up in my last location in Word not in a default location I would like to change the settings so when I retrieve a template, it will always open up in the same default location and I do not need to navigate to the folder each time I need a template. I hope I have explained this more clearly and that you are able to offer a solution. Thank you. "Suzanne S. Barnhill" wrote: If they are actually templates (.dot files), the default action for them will be New rather than Open. If you're trying to use documents as templates, then you're doomed to failure. Instead of having to choose New from Existing, your users should be going directly to the File New dialog, using either a custom FileNewDialog button (with which you can replace the New button) or by clicking on Templates | On my computer in the New Document task pane. Assuming you're using Word 2003 or earlier, see http://sbarnhill.mvps.org/WordFAQs/C...ngWord2002.htm for instructions to replace the New button with one that will open the File New dialog to access your templates (both user and workgroup). Make sure that the path to your workgroup templates is correct on the File Locations tab of Tools | Options, and they will be displayed along with the local user templates. -- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA Word MVP FAQ site: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. "Lisa N." wrote in message ... I have read the threads on this topic as I have the same problem as the person who posted it. I am wondering if there is a way to change the file path or default location of the templates. Our templates are located in a Word folder on the main server that everyone has access to. I want to prevent people from accessing the template directly. Despite instructions, people continue to open the template through "file open" rather than "new from existing", changes are then made and saved to the template (ie. person will open template, type letter and save changes; when template is retrieved, person's letter is there rather than the precedent). Can I change the file path location so that when a person retrieves a template through "new from existing" it will take them directly to the templates rather than having to navigate their way to the folder where the templates are located? Thank you. "Suzanne S. Barnhill" wrote: Provided your templates are actual .dot files, users should not have to use Save As. The default action for a true template (.dot file) is New. That means that double-clicking on a template or selecting it from the File New dialog automatically creates an unnamed new document. Your templates should be placed in the Workgroup Templates folder, whose location is specified on the File Locations tab of Tools | Options. -- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA Word MVP FAQ site: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. "Lwbrown" wrote in message ... I'm trying to create some basic templates for my office (Different types of letters, fax cover sheets, etc.). How can I stop other people from modifying the template? The templates are accesible through a network at the moment. I know that if everybody else uses "save as," this won't be a problem, but I have a feeling my office mates will accidently just hit "save" and change the entire template. As you can most likely tell, I'm a complete novice with this stuff, and I don't know if I should be using macros, etc. Any help would be much appreciated! (Word 2003) |
#10
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Stopping modification of Templates
All of the documents saved in this location have been saved as templates and
have a ".dotx" ending so I am not sure what it is I am doing wrong. Nonetheless, I have moved the templates to "My Trusted Templates" folder which allows me to retrieve them through one step, however, these are firm templates which are now located only on my hard drive. Can you tell me where in Word I can change the file path so that everyone in our office can access the same set of templates? (In the past versions of Word, this was done through Tools | Options | File Locations. I would then change the file path to indicate where the templates were located. When I selected templates under File | New it retrieved the documents from the location I specified.) What is the purpose of the "Templates | New From Existing Folder ..." if it is not for retrieving templates? Thank you, Lisa "Suzanne S. Barnhill" wrote: "New from Existing Document" creates a new document based on a document, not a template, so you're still not doing it right. Your "template" to be a true template, needs to be a .dot (or .dotx/.dotm) file, saved in the Newsgroup Templates folder location and accessed via Office Button | New. -- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA Word MVP FAQ site: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. "Lisa N." wrote in message ... Thank you for your reply, I should have clarified a bit further. I am using Word 2007. I understand that in older versions of Word I could select the file path for templates located "on my computer" or "on my websites". Our templates are word documents created/saved as templates. In Word 2007, when I retrieve a template, I do the following: - Office | New | New From Existing - a dialogue box opens up in word entitled "New From Existing Document" - the dialogue box opens up in my last location in Word not in a default location I would like to change the settings so when I retrieve a template, it will always open up in the same default location and I do not need to navigate to the folder each time I need a template. I hope I have explained this more clearly and that you are able to offer a solution. Thank you. "Suzanne S. Barnhill" wrote: If they are actually templates (.dot files), the default action for them will be New rather than Open. If you're trying to use documents as templates, then you're doomed to failure. Instead of having to choose New from Existing, your users should be going directly to the File New dialog, using either a custom FileNewDialog button (with which you can replace the New button) or by clicking on Templates | On my computer in the New Document task pane. Assuming you're using Word 2003 or earlier, see http://sbarnhill.mvps.org/WordFAQs/C...ngWord2002.htm for instructions to replace the New button with one that will open the File New dialog to access your templates (both user and workgroup). Make sure that the path to your workgroup templates is correct on the File Locations tab of Tools | Options, and they will be displayed along with the local user templates. -- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA Word MVP FAQ site: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. "Lisa N." wrote in message ... I have read the threads on this topic as I have the same problem as the person who posted it. I am wondering if there is a way to change the file path or default location of the templates. Our templates are located in a Word folder on the main server that everyone has access to. I want to prevent people from accessing the template directly. Despite instructions, people continue to open the template through "file open" rather than "new from existing", changes are then made and saved to the template (ie. person will open template, type letter and save changes; when template is retrieved, person's letter is there rather than the precedent). Can I change the file path location so that when a person retrieves a template through "new from existing" it will take them directly to the templates rather than having to navigate their way to the folder where the templates are located? Thank you. "Suzanne S. Barnhill" wrote: Provided your templates are actual .dot files, users should not have to use Save As. The default action for a true template (.dot file) is New. That means that double-clicking on a template or selecting it from the File New dialog automatically creates an unnamed new document. Your templates should be placed in the Workgroup Templates folder, whose location is specified on the File Locations tab of Tools | Options. -- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA Word MVP FAQ site: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. "Lwbrown" wrote in message ... I'm trying to create some basic templates for my office (Different types of letters, fax cover sheets, etc.). How can I stop other people from modifying the template? The templates are accesible through a network at the moment. I know that if everybody else uses "save as," this won't be a problem, but I have a feeling my office mates will accidently just hit "save" and change the entire template. As you can most likely tell, I'm a complete novice with this stuff, and I don't know if I should be using macros, etc. Any help would be much appreciated! (Word 2003) |
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