Creating Docs and Saving to DocsOpen only shows correct Attached Template for user who created the d

A

Anne P.

Sorry for the length of this message, but I am in a real bind here.
Hopefully one of the experts out there has worked with DocsOpen and can help
with this problem.

I have a question relating to using the "default" templates location in Word
when using a DMS such as DocsOpen. The default location recommended by
Microsoft (and set by default when Office is installed) is the user profile
path, or C:\Documents and Settings\%username%\Application
Data\Microsoft\Templates (and for the startup directory it is: C:\Documents
and Settings\%username%\Application Data\Microsoft\Startup).



I created a set of templates and macros for a mid-sized law firm who is
using DocsOpen as the document management system. We did not use the
default startup location, instead we created a directory named C:\Startup
and placed all global templates there. We are, however, using the default
templates location as stated above. There are numerous templates such as SK
Letter, SK Fax, SK Memo, etc. all of which have a Custom menu with macros
specific to that template such as Change Letterhead, Print on Letterhead,
etc.



This is the problem that I am encountering: A user named Gambacorda creates
a letter from SK Letter and saves it to DocsOpen. She has access to the
Custom menu in the document. A user named Pontillo opens the letter created
by Gambacorda and does not have the Custom menu. If I go to Tools,
Templates and Add-ins, the attached template shows as: C:\Documents and
Settings\Gambacorda\Application Data\Microsoft\Templates\SK Correspondence &
Faxes\SK Letter.dot.



If I click the Attach button it takes me to my directory for templates which
would be C:\Documents and Settings\Pontillo\Application
Data\Microsoft\Templates where I can open the SK Correspondence & Faxes
template directory and double-click SK Letter to attach it. This works fine
if I do it manually, but 400 users cannot be expected to do this manually
every time they open a document created by another user. I tried to
automate this process through VBA using the following code:



Dim objActTemp As Template

Dim SDir As String

Dim objTemplPath As String



Set objActTemp = ActiveDocument.AttachedTemplate

SDir = Options.DefaultFilePath(wdUserTemplatesPath) & "\SK Correspondence &
Faxes\" & objActTemp

With ActiveDocument

.UpdateStylesOnOpen = False

.AttachedTemplate = SDir

End With



The code runs, however, it attaches the document to the Normal template. I
have found the following when looking into this matter:



When I log in as Gambacorda and go to the VBA Editor, the project list on
the left shows all of the Global templates (those in the Startup directory
or loaded with the AddIns.Add command). It shows a project with the
DocsOpen Shadow number (i.e., Project (D_qr01!)). It shows a project named
SKLetter (SK Letter), which is the attached template. If I expand the
Project (D_qr01!) listing, under References I see a reference to SK
Letter.dot.



When I log in as Pontillo, the custom menu is not there and in the VBA
Editor, the project list shows the DocsOpen shadow number project (i.e.,
Project(D_qr01!)) but does not show the SKLetter(SK Letter) project. If I
expand the Project for the DocsOpen document, and look at References, it
shows a reference to Normal which is why the above code will attach the
document to Normal, instead of the template that the document was originally
created from.



The only way that I can think to solve this problem at this point is to
change the default location for the templates to a common directory for all
users. The problem with doing this at this point is that half of the firm
already went to the new system on Jan. 23 and have been using it for a week.
The remainder of the firm is set to go to the new system Monday morning
(Jan. 30), so their PCs have already been set up and installed at their
desks. Changing the file location for these users at this point would be a
daunting task.



Are there any other options I have to keep the current settings for
templates locations, or do I need to bite the bullet and change the template
location?



Thanks,

Anne P.
 
D

Doug Robbins - Word MVP

The Workgroup templates folder that can be defined (the same for all users)
under Tools\Options\File Locations is the place to store templates that will
be used in this way.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP
 

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