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#1
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Use of template agreements, no changes to templates
Hi all,
My office uses model agreements which are used by about 25 other people day in and day out. They all start from the same model and are supposed to copy the template to their local hard drive and then work from the copy. Of course, there are always those 1-2 folks that don't do that and then modify the model which is not a good thing and a pain to detect and then rectify. My question, how can we make the templates safe from any changes while still allowing folks to download them to their hard drives to use as needed? I've been updating our model agreements and playing with the security settings but cannot find the right combination. Basically, we want people to have access to the model agreements, but not allow them to make any changes to them but copy them to their hard drive for use. It may be an easy thing but it is alluding me. Thanks |
#2
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1) Store these as templates (Save As ... Template) not as documents.
2) Store them in a workgroup templates folder on your network. 3) Set the users' computers so that that folder is designated as the workgroup templates folder. 4) Train your users to create new agreements by using File New and selecting the appropriate template. For more on the different kinds of templates, tabs on the file new dialog, and locations of templates folders see http://addbalance.com/usersguide/templates.htm. -- 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. "Rodsman" wrote in message ... Hi all, My office uses model agreements which are used by about 25 other people day in and day out. They all start from the same model and are supposed to copy the template to their local hard drive and then work from the copy. Of course, there are always those 1-2 folks that don't do that and then modify the model which is not a good thing and a pain to detect and then rectify. My question, how can we make the templates safe from any changes while still allowing folks to download them to their hard drives to use as needed? I've been updating our model agreements and playing with the security settings but cannot find the right combination. Basically, we want people to have access to the model agreements, but not allow them to make any changes to them but copy them to their hard drive for use. It may be an easy thing but it is alluding me. Thanks |
#3
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Charles,
This is great and I've added the documents as templates on our network drive, but how do I get that folder to appear as a tab on the templates dialog box? I did go to options and select the new folder with the templates as the Working Group templates location but when I go to New and then templates, there is no link to that network drive. Needless to say our IT support is not that great as really shouldn't be having to do all this myself, but it usually works out faster if I do. Thanks "Charles Kenyon" wrote: 1) Store these as templates (Save As ... Template) not as documents. 2) Store them in a workgroup templates folder on your network. 3) Set the users' computers so that that folder is designated as the workgroup templates folder. 4) Train your users to create new agreements by using File New and selecting the appropriate template. For more on the different kinds of templates, tabs on the file new dialog, and locations of templates folders see http://addbalance.com/usersguide/templates.htm. -- 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. "Rodsman" wrote in message ... Hi all, My office uses model agreements which are used by about 25 other people day in and day out. They all start from the same model and are supposed to copy the template to their local hard drive and then work from the copy. Of course, there are always those 1-2 folks that don't do that and then modify the model which is not a good thing and a pain to detect and then rectify. My question, how can we make the templates safe from any changes while still allowing folks to download them to their hard drives to use as needed? I've been updating our model agreements and playing with the security settings but cannot find the right combination. Basically, we want people to have access to the model agreements, but not allow them to make any changes to them but copy them to their hard drive for use. It may be an easy thing but it is alluding me. Thanks |
#4
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Read the article.
-- 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. "Rodsman" wrote in message ... Charles, This is great and I've added the documents as templates on our network drive, but how do I get that folder to appear as a tab on the templates dialog box? I did go to options and select the new folder with the templates as the Working Group templates location but when I go to New and then templates, there is no link to that network drive. Needless to say our IT support is not that great as really shouldn't be having to do all this myself, but it usually works out faster if I do. Thanks "Charles Kenyon" wrote: 1) Store these as templates (Save As ... Template) not as documents. 2) Store them in a workgroup templates folder on your network. 3) Set the users' computers so that that folder is designated as the workgroup templates folder. 4) Train your users to create new agreements by using File New and selecting the appropriate template. For more on the different kinds of templates, tabs on the file new dialog, and locations of templates folders see http://addbalance.com/usersguide/templates.htm. -- 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. "Rodsman" wrote in message ... Hi all, My office uses model agreements which are used by about 25 other people day in and day out. They all start from the same model and are supposed to copy the template to their local hard drive and then work from the copy. Of course, there are always those 1-2 folks that don't do that and then modify the model which is not a good thing and a pain to detect and then rectify. My question, how can we make the templates safe from any changes while still allowing folks to download them to their hard drives to use as needed? I've been updating our model agreements and playing with the security settings but cannot find the right combination. Basically, we want people to have access to the model agreements, but not allow them to make any changes to them but copy them to their hard drive for use. It may be an easy thing but it is alluding me. Thanks |
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