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

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

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

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