Solved

How to use a Word document template on a Mac

Posted on 2007-04-04
7
596 Views
Last Modified: 2010-04-25
Hi,

My client needs to create with a Word template, in which he can insert new info. and photos every time. He has a Mac.

I just created a Word template (.doc) on my own Mac to test one. After I save the template and open it back up, it seems to work like a regular Word document. After I insert a photo and click Save, the "template" is saved with the revision. How can I create a template for my client so it can be used over and over again? Am I missing something?

Thanks.

Kara
0
Comment
Question by:kara334
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 3
  • 3
7 Comments
 
LVL 3

Expert Comment

by:eshurak
ID: 18854835
It's how you open the template.  You only want to "open" the template when you want to edit it.  To create a new document based on that template you need to go to File and click new.  From there it will depend on where you saved your template.

Good luck
0
 
LVL 14

Expert Comment

by:cracky
ID: 18856468
Hi,

You need to save the document as a template type (.dot) not as .doc. So, when you create the document to your satisfaction, just select File > Save As ... and use the Format drop-down to select Document Template as your file type. This will allow you to create a new document from the template rather than overwrite the template directly.

Post if you have any further questions.
0
 

Author Comment

by:kara334
ID: 18859403
Hmm...I didn't have any trouble creating the template. What I really need to know is how to use the template over and over afterward. On my Mac, I don't have a "New" choice under File in Microsoft Word, so I couldn't do that.

Kara
0
Enroll in May's Course of the Month

May’s Course of the Month is now available! Experts Exchange’s Premium Members and Team Accounts have access to a complimentary course each month as part of their membership—an extra way to increase training and boost professional development.

 
LVL 14

Expert Comment

by:cracky
ID: 18859460
Kara, if your file is saved as a document type of template, then you just double-click the file and it should give you a new document based on the template, without saving any changes over the original template. It should work as if you opened a blank document, but with the formatting of the template as a base.

If you are overwriting your template when you open a document from it and save, then I would wager that it's not of the template type, but a normal document.

Just choose a location for your original template when you're ready to save it, make sure you select Format: Template from the drop-down in the save dialogue box and you should be set. Any document you open from that file thereafter will behave as expected and create a new file based on the template.
0
 

Author Comment

by:kara334
ID: 18859582
OK, I still think I'm doing something wrong. Maybe if I tell you the steps I'm taking that will help:

I open Word and start a new document.

I type something and click on Save.

I choose Document Template from the dropdown menu and name the document.

I save it either in Documents or on the desktop.

I close the document.

I click on Open to reopen the document. I find it and open it.

I type something new on it.

I hit the Save button, and what I just typed is saved to the template. This is what I don't want. I need to save my changes to a new document.


I'm sure this is very simple. I must be missing a step.

Kara
0
 
LVL 14

Accepted Solution

by:
cracky earned 500 total points
ID: 18859689
OK, I see what the problem is.

Word has this silly habit of only recognising a template as a template if it's saved in the Templates folder.

So:

1. Create a new document.
2. File > Save.
3. Select Format : Document Template from the drop-down menu.
4. Word should redirect you to the My Templates directory. Save it here, or it won't understand that it needs to be read as a template.

When you want to open a template as a new file:

1. File > Project Gallery ...
2. Select My Templates from the left menu list. Your template should be there.
3. Open your template. It should open as a new file.
0
 

Author Comment

by:kara334
ID: 18859731
That worked great. That was vey helpful. I had tried saving one in templates, but then I didn't know how to find it later. Now I know to to use the Project Gallery. Thank you.


Kara
0

Featured Post

Free Tool: IP Lookup

Get more info about an IP address or domain name, such as organization, abuse contacts and geolocation.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Preface: When I started this series, I used the term CommandBars because that is the Office Object class that it discusses. Unfortunately, when Microsoft introduced Office 2007, they replaced the standard Commandbar menus with "The Ribbon" and rem…
Are you looking to clear some space on your phone for the latest iOS 8 update? Did you switch to Spotify so you no longer need to keep music native on your phone? Run out of space for taking photos while in the middle of vacation? Sometimes the quic…
This video walks the viewer through the process of creating Hyperlinks for the web and other documents. Select the "Insert" tab: Click "Hyperlink":  Type "http://" followed by a web address to reference a website or navigate to a document to ref…
Users will learn how resize a batch of photos from a single command in Photoshop via Photoshop's Image Processor. Open up an Image you'd like to resize in Adobe Photoshop: Adjust the image size according to your preferences. Image > Adjustments > …

752 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question