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  1. #1
    Star Lounger
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    Template (Word 2000)

    Once you read this you'll automatically know creating templates and using them is a new adventure for me.

    What I want to do is create a template that can be used by several users who will load it from e-mail attachment or from diskette directly onto their PC's.

    What I did was open WORD doc, enter extensive list of AutoText, set Margins, locked in Heading 1 on Styles and then saved it as a .dot file.

    Once I close the file and open a new doc from template under File, New, ...., the Autotext is not there. When I open the template - File, New, click on Template, copy it, then paste it into an e-mail - AutoText is not there when recipient opens it. When I save it to a diskette and take it to recipient, AutoText is not there.

    I have searched your WORD entries for Templates but can't find anything that is this basic, or at least anything I can recognize as relating to the problem.

    Help please! Thanks!

  2. #2
    Plutonium Lounger
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    Re: Template (Word 2000)

    Your autotext is almost certainly in the Normal.DOT on your own PC. To copy this to your global template...

    1. <LI>Open the Global Template on your PC
      <LI>On the Tools Menu select "Templates and Add Ins"
      <LI>Click on the Organiser button at the bottom of the form
      <LI>Clock on the Autotext tab at the top of the organiser form
      <LI>Make sure that the two windows show Normal.DOT and your global template
      <LI>Select the autotext entries you want to copy and copy them to your global template
    StuartR

  3. #3
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    Re: Template (Word 2000)

    Stuart,
    One part of the puzzle solved! Thanks!

    Now, no matter how I open a new doc I have the autotext entries I want. I entered them into the Global template as you instructed.

    Next step - how do I transfer this to other users. I saved the doc I had open with my global template and the correct AutoText entries and sent it by e-mail but they didn't get my AutoText entries. Is that a file I have to copy and send to them for them to load into their global?

    If so, how do I do that?

  4. #4
    Plutonium Lounger
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    Re: Template (Word 2000)

    After you copied autotext entries to the Template did you send the new Template to your users?

    Did the users then create a new document using this .DOT file as the template?

    StuartR

    Edited when I realised that you are using this as an ordinary template and not a global template

  5. #5
    Star Lounger
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    Re: Template (Word 2000)

    Mmmm...I think you're onto something. I don't believe I did even though I sent them what I thought was the whole package. Tell me how to send the global to others. Will it do anything to their global?

  6. #6
    Silver Lounger Charles Kenyon's Avatar
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    Re: Template (Word 2000)

    For links about AutoText follow the links at Word Web Resources - AutoText (addbalance.com/word/wordwebresources.htm).

    You are going to want to create a global template if you want users to be able to use your AutoText entries in all of their documents. See Sharing Customizations for instructions and information on sharing / copying / moving customizations including macros, AutoText, Toolbars and menus, and key assignments.

    Finally, take a look at Template Basics for information on kinds of templates, use of template folders, the tabs under File New and related information.
    Charles Kyle Kenyon
    Madison, Wisconsin

  7. #7
    Uranium Lounger
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    Re: Template (Word 2000)

    Once you have your Autotext in a template (which you do), sending your template will send the Autotext also. However, the Autotext from a particular template is only available in 3 situations:
    1. The template is attached to the document.
    a. One way to do this is to create a new document based on the template (e.g. double click the template).
    b. The second way to do this is for users first to place the template in their user templates folder. They can locate that folder by going to Tools/Options/File LocationsUser Templates & looking at the path. After that they can open any document, go to Tools/Templates & add-ins & click attach. Then scroll for the new template.
    c. A third way to do this is to also place the template in the templates folder (and it belongs in the user or workgroup templates folder anyhow) & then click on File/New.... You should see the template on one of the tabs. Doing this will create a new document based on the template & give you the same results as in a. above.

    2. They can also make the template a global template temporarily by going to Tools/Templates & Add-ins & click "Add". Scroll for the new template. From then on, you can make the template "global" by going to Tools/Templates & add-ins & ticking the box next to the template name. "Global" means that its Autotext (& macros, keyboard shortcuts, & toolbars) are available to all documents that you open. Using this method, the template is only available until you quit Word. Every time you start Word, you must recheck the box to make the Autotext available.

    3. Finally, if you want the template to be global every time you start Word, have the user place it in the startup folder. You can locate the exact path using Tools/Options/File Locations.

    Cheers,

  8. #8
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    Re: Template (Word 2000)

    I have read the documents suggested. I interpret them to refer to a LAN setup. My office does not have WORD on our LAN. It is loaded individually onto everyone's PC. BTW, would appreciate any and all comments you may have about the pros and cons of this type of setup as I increasingly run into problems created by such an installation but never know that until i get to the end of the research!

    So, I want to e-mail my template which, thanks to you - I have been able to create as a Global for myself - and have other individual PC users install for themselves.

    My question is this, do the instructions provided here by Phil assume a LAN connection or are they for my situation of individual users/PC setup?

    Thanks again - <img src=/S/crossfingers.gif border=0 alt=crossfingers width=17 height=16>

  9. #9
    Uranium Lounger
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    Re: Template (Word 2000)

    The information that I've given on autotext regarding global temlates & add-ins is general, & will work on an individual machine or LAN. However, depending on your version of Windows & of Word, the paths may differ. There will generally be more than one startup folder. I haven't set up a LAN, so someone else would have to tell you where it would be best to place the templates.

    Cheers,

  10. #10
    Silver Lounger Charles Kenyon's Avatar
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    Re: Template (Word 2000)

    Do you not have a network, or simply don't have Word set up as a network application on your network? If your computers are networked, setting up workgroup templates and common global templates is not that difficult.

    If you don't have a network, global templates still work fine. Sharing updates is a bit more tedious is all.
    Charles Kyle Kenyon
    Madison, Wisconsin

  11. #11
    Silver Lounger Charles Kenyon's Avatar
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    Re: Template (Word 2000)

    By the way, you should not ever use Word with a document / template on a floppy disk. Word will wreck it. Copy the document/template to your hard drive and use it from there.
    Charles Kyle Kenyon
    Madison, Wisconsin

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