Need Template That is NOT Attached to a File at a Specific Location

[jessiright77]

Hello...

We have users at multiple facilities. A user at our main facility
(where our templates are created and stored) will create a new document
based on an existing template, then email it to a second user at
another facility that does *not* have access to our stored templates.

The result is that the second user cannot open the document because the
document is looking for the parent template on which it is based.
(When we unprotect the document and look in "Templates and Add-Ins" at
the path specified in the "Document Template," it is referencing a
template location that the second user cannot access.) Therefore, her
computer will eventually time-out, hang and crash.

Does anyone know how we can create a template that is based on or
attached to a "generic" file that *everyone* can access, regardless of
its location?

Any help with this would be GREATLY appreciated.

Thanks,
Jessi

 

[Karen]

Hi Jessi,

I was trying to think about a quick workaround (before you eventually
figure out the network/shared file question) and was wondering whether
the originator of the template could copy and paste it into a new
document and save it as a plain Word document. Then the email
recipient could re-save it as a document template on their own
computer. Granted, any changes to the main template wouldn't affect the
remote ones, but perhaps in the interim, this could be used as sort of
a workaround?

Good luck with this!

Karen

 

[jessiright77]

Thanks for your suggestion, Karen.

I'm not sure what's going on with this... As an experiment, I emailed a
document based on this template to another computer that is NOT on our
network, and the document opened right up! I'm not sure why this
particular user's computer is having a problem.

Thanks,
Jessi

 

[Lynn]

Thanks for your suggestion, Karen.

I'm not sure what's going on with this... As an experiment, I emailed a
document based on this template to another computer that is NOT on our
network, and the document opened right up! I'm not sure why this
particular user's computer is having a problem.

Thanks,
Jessi

Hi Jessi - it may be the the user who cannot open the document may have
their file locations set to something different. With a document open,
click on tools, options, file locations tab. Check to to see where the
User Templates is set to, and also Shared Templates. I know that when
we receive documents from our clients based on their templates, if we
don't have their templates on our system, the document attaches itself
to the Normal.dot. If you User Templates folder is not pointing to the
folder with the normal.dot in it, it may have difficulty in attaching
anything to the document you are opening.
Regards
Lynn

 

[JessiRight77]

Thanks for the suggestion, Lynn. I'll check this out tomorrow!

Jessi