footer page template

[Tara Collins]

We're trying to standardize our documents throughout the organization.

I am setting up a default page template that will be used for internal use
and revisions. It will include "Draft" as a watermark and in the footer
"date/time, file path+name, author." I've gotten this far and have saved the
doc as a template.

Two questions:
1) how do I set this as my new default page template so when I open Word, it
opens with this template and the proper filename/path? I've gone to the
upper-left-hand-corner Windows Button and can't figure it out.

2) Once the document is through revision and finalized, the footer's file
path/name area should be changed to just the filename. (keeping date/time and
author) Do I have to go in and manually change the footer every time before
saving the docment's final version?

Any help you can provide is appreiated. Thanks, T

 

[Doug Robbins - Word MVP on news.microsoft.com]

You should not try and set that template as the default template. Rather,
in the Normal.dot template (dotm if you are using Word 2007, create the
following macro

Sub autoexec()
Documents.Add "templatename"
End Sub

Then when you start Word, a document created from that template will be
created. You may also want to add a button to a toolbar (in Word 2003 and
earlier) or to the Quick Access Toolbar in Word 2007 to run that macro so
that the user can click on that button when they want to create a new
document.

If they want to start Word with a blank document, they should hold down the
Shift key when Word is starting as that will prevent an Auto macro from
executing.

For the second part of your request, that modification will either have to
be done manually or you could create a macro to make the modifications.
--
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, originally posted via msnews.microsoft.com

 

[Graham Mayor]

The simplest way to work with this template is to create a shortcut to the
template on your desktop. The default action would be to open a new document
in Word based on that template. The template will need an autonew macro to
save the document and update the filename field if you want the filename to
be displayed. The document will not have a filename until it is saved.

As for the second question, the following macro will remove the \p switch
from a filename field in a footer and save the document

Dim oField As Field
Dim oSection As Section
Dim oFooter As HeaderFooter
For Each oSection In ActiveDocument.Sections
For Each oFooter In oSection.Footers
If oFooter.Exists Then
For Each oField In oFooter.Range.Fields
If oField.Type = wdFieldFileName Then
oField.Code.Text = Replace(oField.Code.Text, "\p", "")
oField.Update
End If
Next oField
End If
Next oFooter
Next oSection
ActiveDocument.Save



--
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Graham Mayor - Word MVP


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[Tara Collins]

Thanks Doug. I'm new to 2007 and don't know anything about Macros. I'll have
to run through the tutorial so see how to place the text you recommend in the
Normal.docm. I tried cutting and pasting your text into the macro and it
didn't take.

I'm sending your suggestion on to a local college professor who might be
able to walk us through over the phone. I appreciate the direction ~ Thanks,
T