Solved

How do we save a MS Word Template File where modified copies are saved as (.doc or .docx)?

Posted on 2014-07-29
2
222 Views
Last Modified: 2014-08-20
We have created a MS Word Template.  We would like the users to open it, make updates, add data, etc. but when they are ready to save the new document they will be required to give it a new name as a way to make sure that the original template is not changed.  In addition, we want the new file to be saved as a document (.doc or .docx) and not an updated template.  If possible, we would like the file to automatically be saved in a particular directory which is different from the location of the master template.

Any assistance that you can give will be appreciated.

sherman6789
0
Comment
Question by:sherman6789
2 Comments
 
LVL 7

Accepted Solution

by:
Raghu Mutalikdesai earned 500 total points
ID: 40228578
The way templates work is, whenever you "double click" on a .dot / .dotx file, it creates a new document using the template - this way only the new document is saved and not the template.

If you want to "edit" the template itself, then you have to right click on the file and select "Open". This way, the template can be opened for editing. In this case, new document is not created.

You can keep the template file in "<User Directory>\AppData\Roaming\Microsoft\Templates" (default location of Word templates) so that you get it listed when you want to create a new document from MS Word and choose a template
0
 

Author Comment

by:sherman6789
ID: 40239493
I have now forgoten how but a year ago, I was able to create and save a MS Word Template.  When I opened the template and added some data in it, I was forced to give it a new name when I clicked "Save" or "Save As".  When I gave it a new name it automatically made it an ".doc" or ".docx" file.  Additionally, it saved the new file in a selected directory.  Has this changed?  I did not have to double click the ".dot" or ".dotx" for this to happen.  I did not have to right click or keep the template file in "<User Directory>\AppData\Roaming\Microsoft\Template"

However, I forgot what I did.  Any assistance you can give will be appreciated.

Thanks.

sherman6789
0

Featured Post

Is Your Active Directory as Secure as You Think?

More than 75% of all records are compromised because of the loss or theft of a privileged credential. Experts have been exploring Active Directory infrastructure to identify key threats and establish best practices for keeping data safe. Attend this month’s webinar to learn more.

Question has a verified solution.

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

Suggested Solutions

Title # Comments Views Activity
Print Single Envelopes using HP8600 printer 12 4,191
Word templates with links to a main Word template. 3 324
Word displaying half a page 2 108
Word 2013 link displays as icon only 3 69
Microsoft Word is a program we have all encountered at some point, but very few of us have dug deep into its full scope of features, let alone customized it to suit our needs. Luckily making the ribbon (aka toolbar, first introduced in Word 2007) wo…
Large Outlook files lead to various unwanted errors and corruption issues. Furthermore, large outlook files can also make Outlook take longer to start-up, search, navigate, and shut-down. So, In this article, i will discuss a method to make your Out…
This Micro Tutorial will give you a basic overview how to record your screen with Microsoft Expression Encoder. This program is still free and open for the public to download. This will be demonstrated using Microsoft Expression Encoder 4.
Along with being a a promotional video for my three-day Annielytics Dashboard Seminor, this Micro Tutorial is an intro to Google Analytics API data.

911 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

Need Help in Real-Time?

Connect with top rated Experts

21 Experts available now in Live!

Get 1:1 Help Now