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LeahT LeahT is offline
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Default Word Template vs. Document

Okay...hopefully someone can give me a quick easy solution to this issue. I
created a form that my engineers use. One of my engineers just opened it
while in Word instead of opening it from Explorer...when he did this...it
opened the template...not the document version...so when he saved his
changes...it saved it to the template...not to a new document. How can I
ensure that regardless of where they open the document from they are NOT
opening the template version!? I thought locking it would ensure that...but
it doesn't seem to be the case! Any thoughts!?
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Jezebel Jezebel is offline
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Posts: 1,384
Default Word Template vs. Document

Put it in the Templates folder. This doesn't *prevent* people opening it
directly, but does mean it's available uner File New (which is the
'normal' way to create documents anyway). In addition, the templates folder
is normally located a little off the beaten track, so novices are less
likely to stumble across it.



"LeahT" wrote in message
...
Okay...hopefully someone can give me a quick easy solution to this issue.
I
created a form that my engineers use. One of my engineers just opened it
while in Word instead of opening it from Explorer...when he did this...it
opened the template...not the document version...so when he saved his
changes...it saved it to the template...not to a new document. How can I
ensure that regardless of where they open the document from they are NOT
opening the template version!? I thought locking it would ensure
that...but
it doesn't seem to be the case! Any thoughts!?



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LeahT LeahT is offline
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Posts: 42
Default Word Template vs. Document

Yeah...that is where it is...but there is a short-cut to it in each job
folder so they don't have to hunt for it...so generally speaking they open
the job folder...find the PM folder...find the New Job Master Form...and
open...but for some reason when this engineer opens it from in Word instead
of his explorer...it opens the template (.dot)...not the .doc!? Plus...I
thought once I locked it for editing it was LOCKED...whcih means that no one
but me should be able to save over it...right!?

"Jezebel" wrote:

Put it in the Templates folder. This doesn't *prevent* people opening it
directly, but does mean it's available uner File New (which is the
'normal' way to create documents anyway). In addition, the templates folder
is normally located a little off the beaten track, so novices are less
likely to stumble across it.



"LeahT" wrote in message
...
Okay...hopefully someone can give me a quick easy solution to this issue.
I
created a form that my engineers use. One of my engineers just opened it
while in Word instead of opening it from Explorer...when he did this...it
opened the template...not the document version...so when he saved his
changes...it saved it to the template...not to a new document. How can I
ensure that regardless of where they open the document from they are NOT
opening the template version!? I thought locking it would ensure
that...but
it doesn't seem to be the case! Any thoughts!?




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Jezebel Jezebel is offline
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Posts: 1,384
Default Word Template vs. Document

Hit him till he stops.


"LeahT" wrote in message
...
Yeah...that is where it is...but there is a short-cut to it in each job
folder so they don't have to hunt for it...so generally speaking they open
the job folder...find the PM folder...find the New Job Master Form...and
open...but for some reason when this engineer opens it from in Word
instead
of his explorer...it opens the template (.dot)...not the .doc!? Plus...I
thought once I locked it for editing it was LOCKED...whcih means that no
one
but me should be able to save over it...right!?

"Jezebel" wrote:

Put it in the Templates folder. This doesn't *prevent* people opening it
directly, but does mean it's available uner File New (which is the
'normal' way to create documents anyway). In addition, the templates
folder
is normally located a little off the beaten track, so novices are less
likely to stumble across it.



"LeahT" wrote in message
...
Okay...hopefully someone can give me a quick easy solution to this
issue.
I
created a form that my engineers use. One of my engineers just opened
it
while in Word instead of opening it from Explorer...when he did
this...it
opened the template...not the document version...so when he saved his
changes...it saved it to the template...not to a new document. How can
I
ensure that regardless of where they open the document from they are
NOT
opening the template version!? I thought locking it would ensure
that...but
it doesn't seem to be the case! Any thoughts!?






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LeahT LeahT is offline
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Posts: 42
Default Word Template vs. Document

hmmm...that might work! LOL...I have sat down with him and instructed him to
open things through Explorer...but he is an engineer...so a bit resistant to
change! I don't understand though...what the heck is the point of locking the
dumb thing if it doesn't make any difference when he goes to save it!?

"Jezebel" wrote:

Hit him till he stops.


"LeahT" wrote in message
...
Yeah...that is where it is...but there is a short-cut to it in each job
folder so they don't have to hunt for it...so generally speaking they open
the job folder...find the PM folder...find the New Job Master Form...and
open...but for some reason when this engineer opens it from in Word
instead
of his explorer...it opens the template (.dot)...not the .doc!? Plus...I
thought once I locked it for editing it was LOCKED...whcih means that no
one
but me should be able to save over it...right!?

"Jezebel" wrote:

Put it in the Templates folder. This doesn't *prevent* people opening it
directly, but does mean it's available uner File New (which is the
'normal' way to create documents anyway). In addition, the templates
folder
is normally located a little off the beaten track, so novices are less
likely to stumble across it.



"LeahT" wrote in message
...
Okay...hopefully someone can give me a quick easy solution to this
issue.
I
created a form that my engineers use. One of my engineers just opened
it
while in Word instead of opening it from Explorer...when he did
this...it
opened the template...not the document version...so when he saved his
changes...it saved it to the template...not to a new document. How can
I
ensure that regardless of where they open the document from they are
NOT
opening the template version!? I thought locking it would ensure
that...but
it doesn't seem to be the case! Any thoughts!?








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Cindy M. Cindy M. is offline
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Posts: 2,416
Default Word Template vs. Document

Hi ?B?TGVhaFQ=?=,

I don't understand though...what the heck is the point of locking the
dumb thing if it doesn't make any difference when he goes to save it!?

Which version of Word is this and how did you "lock it" for editing
(very specific steps, please)?

In a general way there is nothing in Word that will prevent changes from
being made to a template, but not "lock" any documents generated from
it, as well.

Something you could, perhaps, try is putting a macro named AutoOpen in
the template. It would check whether the document itself is a template
and if it is, simply close it again. This should prevent accidents such
as you describe (and drive the engineer right up the wall, making him
more open to changing his ways). In order to open it to make any
changes, just hold down the SHIFT key to circumvent the macro.

Sub AutoOpen()
If ActiveDocument.Type = wdTypeTemplate _
Then ActiveDocument.Close
End Sub


Cindy Meister
INTER-Solutions, Switzerland
http://homepage.swissonline.ch/cindymeister (last update Jun 17 2005)
http://www.word.mvps.org

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