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#1
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protecting word document or template
I have a document that is out on a shared drive, what I
need is to: 1. Protect as a form to be able to tab through fields. 2. Protect so no changes can be made to the template on the shared drive. 3. Make the "document opener" save the file some where else and keep the old template. My users are not computer savy and are spread out across the county so the simple fixes are not good enough. I created the document as a template and added form fields and password protected it. If the user is in Word and opens the file, types in it and then clicks on Save it just saves it over the existing file. If a user opens the file using the My computer method it automatically opens it as a Word document instead of the template. This is great; however, most will just go to Word and open it. Can anyone help me? I am on a severe deadline and have 40 templates to make. Colleen |
#2
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protecting word document or template
Use a template, not a document. Put it in the workgroup templates folder and
set that folder as "read-only" for most users. Users then use File New to access your template. They will create a new document by doing this and can save it where they wish, it will not overwrite your template. For more on the different kinds of templates and locations of templates folders see http://addbalance.com/usersguide/templates.htm. What you are talking about is what Word calls an "online form." Check this in help. For more about online forms, follow the links at http://addbalance.com/word/wordwebresources.htm#Forms or http://word.mvps.org/FAQs/Customizat...nTheBlanks.htm especially Dian Chapman's series of articles. Hope this helps, -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://www.mvps.org/word which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Colleen" wrote in message ... I have a document that is out on a shared drive, what I need is to: 1. Protect as a form to be able to tab through fields. 2. Protect so no changes can be made to the template on the shared drive. 3. Make the "document opener" save the file some where else and keep the old template. My users are not computer savy and are spread out across the county so the simple fixes are not good enough. I created the document as a template and added form fields and password protected it. If the user is in Word and opens the file, types in it and then clicks on Save it just saves it over the existing file. If a user opens the file using the My computer method it automatically opens it as a Word document instead of the template. This is great; however, most will just go to Word and open it. Can anyone help me? I am on a severe deadline and have 40 templates to make. Colleen |
#3
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protecting word document or template
I did create it as a template, as well as adding password
protected form fields. I don't know what a "workgroup templates folder" is. I may have been vague in my discription. This is not a Web based file just a shared network drive. Can you please explain for me. -----Original Message----- Use a template, not a document. Put it in the workgroup templates folder and set that folder as "read-only" for most users. Users then use File New to access your template. They will create a new document by doing this and can save it where they wish, it will not overwrite your template. For more on the different kinds of templates and locations of templates folders see http://addbalance.com/usersguide/templates.htm. What you are talking about is what Word calls an "online form." Check this in help. For more about online forms, follow the links at http://addbalance.com/word/wordwebresources.htm#Forms or http://word.mvps.org/FAQs/Customizat...inTheBlanks.ht m especially Dian Chapman's series of articles. Hope this helps, -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://www.mvps.org/word which is awesome! --------- --------- --------- --------- --------- ------- -- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Colleen" wrote in message ... I have a document that is out on a shared drive, what I need is to: 1. Protect as a form to be able to tab through fields. 2. Protect so no changes can be made to the template on the shared drive. 3. Make the "document opener" save the file some where else and keep the old template. My users are not computer savy and are spread out across the county so the simple fixes are not good enough. I created the document as a template and added form fields and password protected it. If the user is in Word and opens the file, types in it and then clicks on Save it just saves it over the existing file. If a user opens the file using the My computer method it automatically opens it as a Word document instead of the template. This is great; however, most will just go to Word and open it. Can anyone help me? I am on a severe deadline and have 40 templates to make. Colleen . |
#4
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protecting word document or template
It is a folder to use for templates being utilized by a workgroup. Folders
within it that have templates in them show up as tabs on the File New dialog box. Follow the link I gave you explaining different kinds of template folders. Ideally, users never access this folder except by using File New and thus never open templates directly. -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://www.mvps.org/word which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Colleen" wrote in message ... I did create it as a template, as well as adding password protected form fields. I don't know what a "workgroup templates folder" is. I may have been vague in my discription. This is not a Web based file just a shared network drive. Can you please explain for me. -----Original Message----- Use a template, not a document. Put it in the workgroup templates folder and set that folder as "read-only" for most users. Users then use File New to access your template. They will create a new document by doing this and can save it where they wish, it will not overwrite your template. For more on the different kinds of templates and locations of templates folders see http://addbalance.com/usersguide/templates.htm. What you are talking about is what Word calls an "online form." Check this in help. For more about online forms, follow the links at http://addbalance.com/word/wordwebresources.htm#Forms or http://word.mvps.org/FAQs/Customizat...inTheBlanks.ht m especially Dian Chapman's series of articles. Hope this helps, -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://www.mvps.org/word which is awesome! --------- --------- --------- --------- --------- ------- -- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Colleen" wrote in message ... I have a document that is out on a shared drive, what I need is to: 1. Protect as a form to be able to tab through fields. 2. Protect so no changes can be made to the template on the shared drive. 3. Make the "document opener" save the file some where else and keep the old template. My users are not computer savy and are spread out across the county so the simple fixes are not good enough. I created the document as a template and added form fields and password protected it. If the user is in Word and opens the file, types in it and then clicks on Save it just saves it over the existing file. If a user opens the file using the My computer method it automatically opens it as a Word document instead of the template. This is great; however, most will just go to Word and open it. Can anyone help me? I am on a severe deadline and have 40 templates to make. Colleen . |
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