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#1
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I got a chance to try the suggestion. I went to Tools, Options, Save but I
do not have the 'Read Only' box; I have the following: Always create backup copy Prompt for document properties Allow Fast saves Prompt to save Normal template Allow background saves Save date only for forms Embed True Type fonts Embed linguistic data [two items grayed out] Make local copy of files stored on network or removable drives Save AutoRecover info every: 10 minutes Embed Smart tags Save smart tags as XML properties in Web pages Default Format: Save Word files as: Word Document (*.doc) Disable features introduced after: [grayed out] What do I do now? Thank you. Diane R. "Ms_PC" wrote: First create your form then protect it by applying the 'read only' option. You will find this under Tools, Options and Save Tab then check the 'Read Only' box. When users open the file a pop up messge will ask them if they want to open the file as 'ready only' which allows them to open and use the form, but when they click save instead of writing over the original the 'save-as' box appears. Hope this helps. "Diane R." wrote: I would like to force users of my Word document form to do a "File/Save As" so they will not leave the boxes filled in when they exit. Can this be done of do I have to make it a template? If I do how do I make it easy enough for them to access the form? |
#2
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You create the form as a template. The default action for templates (.dot
files) is New, which creates a new unnamed document; the first Save is always a Save As. -- 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. "Diane R." Diane wrote in message ... I got a chance to try the suggestion. I went to Tools, Options, Save but I do not have the 'Read Only' box; I have the following: Always create backup copy Prompt for document properties Allow Fast saves Prompt to save Normal template Allow background saves Save date only for forms Embed True Type fonts Embed linguistic data [two items grayed out] Make local copy of files stored on network or removable drives Save AutoRecover info every: 10 minutes Embed Smart tags Save smart tags as XML properties in Web pages Default Format: Save Word files as: Word Document (*.doc) Disable features introduced after: [grayed out] What do I do now? Thank you. Diane R. "Ms_PC" wrote: First create your form then protect it by applying the 'read only' option. You will find this under Tools, Options and Save Tab then check the 'Read Only' box. When users open the file a pop up messge will ask them if they want to open the file as 'ready only' which allows them to open and use the form, but when they click save instead of writing over the original the 'save-as' box appears. Hope this helps. "Diane R." wrote: I would like to force users of my Word document form to do a "File/Save As" so they will not leave the boxes filled in when they exit. Can this be done of do I have to make it a template? If I do how do I make it easy enough for them to access the form? |
#3
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Your form should be a template, not a document. It should be stored in one
of the regular templates folders. The way to use it is to create a new document (File New) based on the template. Then when it is saved, it will be saved as a document and a new name can be assigned. 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. You may also want to look into what Word calls an "online form." Check this in help. For more about online forms, follow the links at http://addbalance.com/word/wordwebresources.htm#Forms or http://word.mvps.org/FAQs/Customizat...nTheBlanks.htm especially Dian Chapman's series of articles. Hope this helps, -- 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. "Diane R." Diane wrote in message ... I got a chance to try the suggestion. I went to Tools, Options, Save but I do not have the 'Read Only' box; I have the following: Always create backup copy Prompt for document properties Allow Fast saves Prompt to save Normal template Allow background saves Save date only for forms Embed True Type fonts Embed linguistic data [two items grayed out] Make local copy of files stored on network or removable drives Save AutoRecover info every: 10 minutes Embed Smart tags Save smart tags as XML properties in Web pages Default Format: Save Word files as: Word Document (*.doc) Disable features introduced after: [grayed out] What do I do now? Thank you. Diane R. "Ms_PC" wrote: First create your form then protect it by applying the 'read only' option. You will find this under Tools, Options and Save Tab then check the 'Read Only' box. When users open the file a pop up messge will ask them if they want to open the file as 'ready only' which allows them to open and use the form, but when they click save instead of writing over the original the 'save-as' box appears. Hope this helps. "Diane R." wrote: I would like to force users of my Word document form to do a "File/Save As" so they will not leave the boxes filled in when they exit. Can this be done of do I have to make it a template? If I do how do I make it easy enough for them to access the form? |
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