What exact steps are needed to save a Global Template?

I have read the Checkbox Template Notes document and the one on templates at
the addbalance.com website (both very informative). However, I am still
unclear on the exact steps to achieve this.

I saved it as CheckboxTemplate.dot into my User Templates folder and then
used Templates & Add-ins Add and it looked like it added it to a global
template (it was listed with a check mark in the box like the Adobe ones
listed). But when I try to add the Check Marks it did not show the option.

Then I tried another approach. Through Tools Options, I found the
location of the Startup for Word, and copied the CheckboxTemplate.dot to that
folder. Closed Word, opened it up, and when I went to View Toolbars the
CheckBox Toggle toolbar was not listed.

Help pls. All I want to be able to do is add check-able boxes to my fax
cover page(without creating a whole form)! Working on a stand-alone WP2000
on XP.

TIA!