CREATEDATE in TEMPLATE

[Sharon]

I queried the newsgroup about how to get my date to change
to the current day's date and was told to use CREATEDATE
in the template. It works great!!! Now, I have another
question. I notice that when I use the template I have to
first save it to a directory/subdirectory AND THEN do the
mail merge in order for the date to be created properly.
It works great, but now I have two "documents" in the
directory, the template and the doc version. In order to
not confuse myself (or others) when they look in the
directory, I have to go back into the directory and delete
the template. I wonder if there is another way to go
about this?

 

[Graham Mayor]

A template should be saved in the user or workgroup template folder. New
documents should be created from the template and they will be saved in the
document folder. I cannot see how you would get both in the same folder if
used properly.

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Graham Mayor - Word MVP


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[Charles Kenyon]

If it is a template, stored in the user templates folder or the workgroup
templates folder, and if you are creating a new document based on it (using
File > New) you won't have this problem. A template is not a document and it
is hard to store a document in a templates folder.

For more on the different kinds of templates and locations of templates
folders see http://addbalance.com/usersguide/templates.htm.

 

[Sharon]

Thanks! I thought a template was a template wherever it
was! I went into options to change the work template file
location to my c:\forms\ directory. Now I have a
different problem. In my forms directory are a bunch of
subdirectories by client name. Many clients have their
own forms that they want us to use. I tried a template
that was in one of the subdirectories and it did not
correctly change the date, etc. as desired. However, when
I saved it in the c:\forms directory and then did the mail
merge, it worked! Now, the question is can I target the
file location to be the c:\forms directory AND the
C:\forms\subdirectory?

Thanks.

 

[Sharon]

Thanks! I thought a template was a template wherever it
was! I went into options to change the work template file
location to my c:\forms\ directory. Now I have a
different problem. In my forms directory are a bunch of
subdirectories by client name. Many clients have their
own forms that they want us to use. I tried a template
that was in one of the subdirectories and it did not
correctly change the date, etc. as desired. However, when
I saved it in the c:\forms directory and then did the mail
merge, it worked! Now, the question is can I target the
file location to be the c:\forms directory AND the
C:\forms\subdirectory?

Thanks.

 

[Graham Mayor]

A template *is* a template wherever it is used an Word will always recognize
it as such, but the filing system in Word is designed to use template
folders defined as user template or workgroup template folders, and it is
these and their sub folders that appear as tabs when you select File > new.
http://www.gmayor.com/Template_Locations.htm

If you create a new document from a template, Createdate will always show
the date that new document was created. The template will always show the
date *it* was created.

The simplest way of targeting the folders to save your documents is to use
the 'Favorites' and/or the Places bar in Word - see
http://www.gmayor.com/customize_the_word_places_bar.htm

--
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Graham Mayor - Word MVP


<>>< ><<> ><<> <>>< ><<> <>>< <>><<>

 

[Charles Kenyon]

Look at the templates.htm article. You can put folders in your workgroup
templates folder. These will show up as tabs under File > New.

A template is a template regardless of where it is stored. However, it is
almost certain you were opening your templates rather than creating new
documents based on them. This is easy to do if you store templates in a
documents folder.