Need to turn a form into a template so that users must give a new name when saving.
Posted on 2013-12-11
We have just finished making a template in MS Word 2010 that is saved on a shared windows directory. The file has areas that allow input of data and the rest of the firm is locked so no changes can be made by users.
We would like the users to call up the files make inputs in the proper fields. When the user is ready to save the updated file with important information, he or she is required to give the new file a new name so that the original is not changed in any way. If we make the file read only, the user is not allowed to fill in the blanks on the new copy. We would like the user to click "Save As" and type a new name. If the user clicks "save" only "Save As" will be available.
I am sure that I am doing something incorrectly. Please help.