Fill-in forms that are also Templates

[nannybear]

I am using Word 2007 - I used the Developer and Legacy Tools - nothing fancy,
just text boxes and tables. I save it as a fill-in form, protect and save as
Word Template.

I have created fill-in forms and have them password protected. My dilema is
that I would like them to be a template as well. So when a user opens the
form (created in Word), completes the information and should be forced to
rename the file, thus preserving the original.

However, when a user opens and enters the information it is saving the
information in the orginal template.

Also, if I get this problem solved, is there a way to perform spellcheck on
the information entered by other completing the form?

Thank you for ANY help - time is of the essence - I've got over 30 of these
documents/forms/templates ready for this final step.

 

[Beth Melton]

I am using Word 2007 - I used the Developer and Legacy Tools - nothing
fancy,
just text boxes and tables. I save it as a fill-in form, protect and save
as
Word Template.

I have created fill-in forms and have them password protected. My dilema
is
that I would like them to be a template as well. So when a user opens the
form (created in Word), completes the information and should be forced to
rename the file, thus preserving the original.

However, when a user opens and enters the information it is saving the
information in the orginal template.

Also, if I get this problem solved, is there a way to perform spellcheck
on
the information entered by other completing the form?

Thank you for ANY help - time is of the essence - I've got over 30 of
these
documents/forms/templates ready for this final step.

You need to place the templates in the Workgroup Templates folder so they
appear in the File New dialog box. The Workgroup Templates folder can be any
folder shared by all users.

In Word you can modify the Workgroup Templates location using the following
steps:

- Click the Office Button
- Click Word Options
- In the Advanced section scroll to the bottom
- Click the File Locations button
- Select the Workgroup Templates location and modify it so it points to your
shared templates folder

Regarding your spell check question, take a look at this article:
http://word.mvps.org/faqs/MacrosVBA/SpellcheckProtectDoc.htm

--
~~~~~~~~~~~~~~~
Beth Melton
Microsoft Office MVP
https://mvp.support.microsoft.com/profile/Melton
What is a Microsoft MVP? http://mvp.support.microsoft.com/gp/mvpfaqs

Guides for the Office 2007 Interface:
http://office.microsoft.com/en-us/training/HA102295841033.aspx

 

[nannybear]

Thank you - such an easy fix...I GREATLY appreciate it.

 

[snarby97]

In previous versions of Word, you could save templates anywhere and then when
you double-clicked on them in their window location, they would open up a new
document (not a template) based on that template. Can this still be done in
Word 2007? I have only been able to get my templates to work by placing them
in the workgroup location as you mentioned below. In any other location they
have the dotx suffix but have the docx icon and double-clicking on them opens
the template itself, not a new document based on the template - is there any
way to make it do this (I currently have heaps of templates all saved in
various folders according to their use).
Thanks.

 

[Beth Melton]

Sure, double-clicking a template outside the application should still create
a new file based on the template.

It sounds like the default action for the file association has been
modified. If you right-click a template the "New" command should be bold
indicating the default action. If "Open" is bold then open the Windows
Explorer (such as My Computer), go to Tools/Folder Options, and on the File
Types tab select " (.dotx) Microsoft Office Word Template". Click the
Advanced button at the bottom, select "New" and then click "Set Default".

If you have templates containing macros (*.dotm) you may need to make the
same change.

~~~~~~~~~~~~~~~
Beth Melton
Microsoft Office MVP
https://mvp.support.microsoft.com/profile/Melton
What is a Microsoft MVP? http://mvp.support.microsoft.com/gp/mvpfaqs

Guides for the Office 2007 Interface:
http://office.microsoft.com/en-us/training/HA102295841033.aspx

 

[snarby97]

Thanks for your reply, Beth.
I must be misunderstanding your instructions or perhaps I have a different
version of Windows Vista - I have Home Premium. But I can't find the 'tools /
folder options' - I can only find 'folder and search options' or 'properties'
- neither of which seems to allow me to do what you have suggested below.
From the control panel I tried the following: When I click on the option
'Change a file type associated with a file extension' it opens up 'associate
a file type or protocol with a specific program'. For '.dotx' it already has
Word associated with it.
If you are able to give me clarification or further suggestions, it would be
greatly appreciated.
Thanks

 

[Beth Melton]

Try going to the Control Panel, Default Programs, and Associate file type
or protocol with a program.

~~~~~~~~~~~~~~~
Beth Melton
Microsoft Office MVP
https://mvp.support.microsoft.com/profile/Melton
What is a Microsoft MVP? http://mvp.support.microsoft.com/gp/mvpfaqs

Guides for the Office 2007 Interface:
http://office.microsoft.com/en-us/training/HA102295841033.aspx