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  1. #1
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    Template issues (2000)

    I have several queries relating to a Word template I'm developing.

    1. How do I give it a "readable" name, so that it appears as something like Elegant Resume or Legal Pleading in the File -> New dialog, rather than Form42.dot?

    2. I'm using several fillin fields and I want one to ask "Is this an official copy?". If the answer is yes, then I want the watermark in the header to be removed. I can't imagine doing this with a fillin field, but is there any other field type I could use, to run a macro perhaps?

    3. Once the fillin fields have been completed, I want the new document to contain some highlighted blocks of text that can be overtyped with a single click. I don't know if this is similar to a "macro button", but I'm sure I've seen it done. Any ideas?

    thanks for any advice

    Alan

  2. #2
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    Re: Template issues (2000)

    1. File names are file names. Just change the file name in explorer to Elegant Resume.dot or whatever. It must end in .dot otherwise it may not be recognised as a template. The elegant resume which is provided with Word is not a template, it is a wizard. Buildiing a wizard is more complex but can be much more powerful than a template.

    2. It would be better to use a checkbox control from the controls toolbar and attach code to it do delete the watermark.

    3. You can achieve something like this with fill-in fields. They have default text which you can overwrite. Others may have superior ideas.
    David Grugeon
    Brisbane Australia

  3. #3
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    Re: Template issues (2000)

    Thanks David.
    Regarding 1.
    I have asked a question in the Office lounge regarding the location of templates. I don't know how relevant it is to what's happening on my system, but when I use File -> New, the Elegant Resume appears in the gallery under the "Other Documents" tab as simply "Elegant Resume", without the .dot extension, even though it actually has this extension in its filename. By contrast, any template I create will show in the gallery with the .dot extension eg. Form 4.dot will appear as
    "Form 4.dot" rather than just "Form 4". This will confuse some users I feel.

    As to 2.
    I will really need something "automated" or forced, since the watermark defines the official status or otherwise of a legal document. Still thinking here...

    3. I use the default fillin text in some places for simple, unformatted blocks. The Macrobutton-type idea is for more detailed stuff with formatting etc. It's really a reminder for the user that these details have to be inserted.

    cheers

    Alan

  4. #4
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    Re: Template issues (2000)

    1. You could store your template somewhere else and put a shortcut into the templates folder. The .LNK extension of the shortcut will not be displayed and you can use any name you want.

    2. I'm still thinking here too.

    3. Why not just use a MacroButton field?

    StuartR

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    Re: Template issues (2000)

    Thanks Stuart. The .LNK idea sounds good (also useful for porting our stuff to other machines). I'll give it a whirl. I must admit to not realizing the new "complexities" of the way in which Office 2000 stores and differentiates between its templates.

    Having also researched further into the possibilities of MacroButtons, I think they may also be able to do the job. Still some issues here, but well on the way!

    cheers

    Alan

  6. #6
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    Re: Template issues (2000)

    Stuart, your .LNK idea works beautifully <img src=/S/clapping.gif border=0 alt=clapping width=19 height=23>. It also means that a client machine can contain all of our "stuff" in a single structured folder, without interfering with their native Office setup.

    I've decided that the watermark issue, along with the fillin field entries are better handled with a single VBA form that appears at document creation time. The clients like this better, since they can review (nearly) everything that's to appear in the document before committing. The official/non-official status, and hence the watermark, are handled with a cumpulsory select of option buttons.

    The only issue is with the macrobuttons. The idea will work OK, but what I'd like to do is to be able to toggle their visibility, so that the user can see what the printed document will look like as they are producing it. That is, if there are 6 optional macrobutton fields, and the user has "used" 3 so far, and wants to have a look at how the doc would print in its current form, is there any way of (easily) having the unused ones temporarily "disappear" from view?

    thanks for all the help so far.

    Alan

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