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    Converting WP8-9 to Word2000 (Word2000-SR1-WinNT4.0-SP6)

    Situation:
    Converting from WP8 to Word2000; using DocsOpen, Office 2000 with a team converting WP8-9 documents to Word 2000.
    Problem:
    Having been through the conversion process several times I know that the 'norm' is that users will have their precedents converted and saved as just that: a precedent document. Then when they have a need to use that precedent they save it in their client file with a new name. In DocsOpen the same procedure is available.
    Quandry:
    Some users are insisting that their lawyer's precedents be saved as a template. In my view a precedent document is NOT a template and we don't want all users trying to utilize these documents and have to answer the question - "Do you want to use or edit the template". All I care about is getting the blasted documents and precedents converted cleanly from WP to Word. If the users want to profile them as templates, let them have at it but in the meantime, I'd like to know if saving the precedents as templates via DocsOpen will create issues for the end user.
    Bottom Line:
    I would greatly appreciate any and all comments on the conversion of precedent documents with the use of DocsOpen, any pros or cons on saving a precedent document that may range anywhere from 3 pages to 300 pages as a template.
    Thanks in advance for any information. <img src=/S/brickwall.gif border=0 alt=brickwall width=25 height=15>

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    Re: Converting WP8-9 to Word2000 (Word2000-SR1-WinNT4.0-SP6)

    I am with a law firm that uses Word 2000 in conjunction with Docs Open. We don't use the term precedent document, but I'm assuming that you mean a document to be saved as a "go-by" document upon which the owner or other users can base their documents. What we recommend for our users is that they save those documents in Docs as regular document, but put security on them. For example, we have a group in Docs called "All Docs Open Users". When I secure a document in this manner, I give myself full access to the document and give the group "All Docs Open Users" read-only access. That way, they can open and save a copy, but cannot save over my original document.

    Lee Morgan

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    Re: Converting WP8-9 to Word2000 (Word2000-SR1-WinNT4.0-SP6)

    Hi Paddy,

    Just seconding Lee's comments - precedent libraries are pretty common things at law firms - and I've found that some attorneys/legal asst's etc. like to refer to these as templates.

    It's important though to differentiate between boilerplate precedents documents (.docs) and true templates (.dots) - so stand your ground! If you make preceds into templates it's just going to confuse things.

    One or more attorneys will usually want to have edit access to the precedents, so it's common practice to put these in a directory that has write/edit/read access for these individuals and read-only access for the rest of the world....

    Gary

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    Re: Converting WP8-9 to Word2000 (Word2000-SR1-WinNT4.0-SP6)

    <P ID="edit" class=small>Edited by P McGinty on 05-Dec-01 06:33.</P>Hey! Thanks Lee - this may help. I like the idea of your "All Docs Open Users". Some users want to save ALL their documents as templates (!) which I think defeats the purpose of templates. I think the user could put the word 'precedent' in her description of the document when they profile it but they shouldn't be saved as templates.

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    Re: Converting WP8-9 to Word2000 (Word2000-SR1-WinNT4.0-SP6)

    <img src=/S/hello.gif border=0 alt=hello width=25 height=29>Gary! I see from the time that you are still burning the midnight oil. As always I appreciate your response and encouragement. As you can imagine dealing with a law firm of ~700, the task of converting WP docs to Word is rather daunting especially when there's a 'I'd rather fight than switch' attitude (and since we merged with another firm) there is an "us against them" atmosphere! I

  6. #6
    Silver Lounger Charles Kenyon's Avatar
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    Re: Converting WP8-9 to Word2000 (Word2000-SR1-WinNT4.0-SP6)

    I don't think these should be saved as templates, certainly not in the Workgroup templates folder. This is simply because they need substantial cleanup / rewriting.

    An effective template should be using styles well. In the legal context, if it contains numbering that numbering should be set in styles attached to a solid list template. The template should be connected to an AutoText library as well.

    Other than that (political) view of how templates should work for the user, there is no practical difference between storing it as a read-only document and storing it as a template. The thing is, the longer you put off developing a real template, the more the problems inherent in the converted document will proliferate. My point of view is that templates should create documents that won't cause problems because of what is in the template. Converted docs will cause problems, the more they are edited, the more likely the problems are to become apparent. You need to be moving the text from those documents into a solid, fresh, Word template. (In the meantime, the work has to get done, though.) (Note: I haven't worked with Open Docs but am simply assuming that there is no way to convert on a feature-to-feature basis from complex WP documents to complex Word documents.)

    For more on styles, see <A target="_blank" HREF=http://www.addbalance.com/usersguide/styles.htm> Understanding Styles in Microsoft Word</A> (addbalance.com/usersguide/styles.htm).
    You may also want to look at <A target="_blank" HREF=http://addbalance.com/usersguide/templates.htm> Template Basics</A> (addbalance.com/usersguide/templates.htm) for information on the different kinds of templates.

    The following may be unneeded or useful to you, depending on how much Word background you have. It is my boilerplate listing of resources for those making the journey from WP to Word.

    Word and Word Perfect work very differently from one another. Each program's methods have strengths and weaknesses, but if you try to use one of these programs as if it were the other, it is like pushing on a string! You can easily make a lot of extra work for yourself. If you are unwilling to take the time to learn to use Word's methods, you should stick to using Word Pad. You'll have a lot less grief, although you'll miss out on a lot of raw power.

    See <A target="_blank" HREF=http://www.addbalance.com/word/wordperfect.htm> Word for Word Perfect Users</A> (addbalance.com/word/wordperfect.htm)
    <A target="_blank" HREF=http://www.mvps.org/word/FAQs/General/WordVsWordPerfect.htm>Word Perfect compared to Word</A> (mvps.org/word/FAQs/)
    <A target="_blank" HREF=http://www.mvps.org/word/FAQs/General/TipsAndGotchas.htm>Tips and Gotchas</A> (mvps.org/word/FAQs/)
    <A target="_blank" HREF=http://www.mvps.org/word/FAQs/General/RevealCodes.htm>Does Word Have Reveal Codes?</A> (mvps.org/word/FAQs/)
    <A target="_blank" HREF=http://www.mvps.org/word/FAQs/General/WordPerfectConverters.htm>Word Perfect to Word Converters and Why None of Them Are Perfect</A>
    <A target="_blank" HREF=http://businesssoft.about.com/compute/businesssoft/library/blconvert.htm>Converting Documents from Word Perfect to Word</A> for information on Word for Word Perfect users.

    For more:
    <A target="_blank" HREF=http://www.mvps.org/word/FAQs/Customization/CreateATemplatePart1.htm>How to Create a Template (Part 1)</A> (mvps.org/word/FAQs/)
    <A target="_blank" HREF=http://www.mvps.org/word/FAQs/Customization/CreateATemplatePart2.htm>How to Create a Template (Part 2)</A> - download the Word version which includes a template built the way the tutorial describes. It is a work of art. (mvps.org/word/FAQs/)
    <A target="_blank" HREF=http://www.mvps.org/word/FAQs/Numbering/WordsNumberingExplained.htm>Word's Numbering Explained</A> by John McGhie (mvps.org/word/FAQs/)
    <A target="_blank" HREF=http://www.addbalance.com/usersguide/styles.htm>Understanding Styles</A> (addbalance.com/usersguide/styles.htm)


    In Word 2000 or later you can get the function keys to display in a special toolbar at the bottom of the screen if you want (something like pressing F3 twice in WP). The following macro will do this.

    Sub ShowMeFunctionKeys()
    Commandbars("Function Key Display").Visible = True
    End Sub


    Learn about <A target="_blank" HREF=http://www.addbalance.com/usersguide/styles.htm> Styles</A> - really learn! I resisted for years and now regret every day of those years because although that string was still very hard to push, it kept getting longer and longer, and had some very important projects tied to it! Once you understand styles and the Word concept of organizing things into Chinese boxes everything falls into place and instead of pushing a string, you can push a button that turns on the very powerful text processing machine known as Microsoft Word and it will start doing your work for you instead of running around behind you trying to undo what you just thought you did.

    Hope this helps,
    Charles Kyle Kenyon
    Madison, Wisconsin

  7. #7
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    Re: Converting WP8-9 to Word2000 (Word2000-SR1-WinNT4.0-SP6)

    Thanks for the input Charles

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