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

Posted on 2014-07-29
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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
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Question by:sherman6789
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Raghu Mutalikdesai earned 2000 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
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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
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