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#1
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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 |
#2
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Hi ?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
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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 ?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
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Hi ?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
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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 ?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
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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 ?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
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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 ?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
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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 ?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
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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 ?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
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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 ?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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Charles
Thanks for the advice. I have placed a copy of the template in the WordStartUp duirectory and I now get the error 5941: The requested member of the collection does not exist. However, what I have found is that by copying the template into the folder where the documents are saved, they now see the template and work OK. That solves my problem because of the network. It means that I don't have to write any code to copy to their WordStartup. The question is, though, it works but should it? regards george "Charles Kenyon" wrote: 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 ?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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