Office 2007 User Templates - Newbie question

C

Chris

I am trying to set up custom templates for our office using office 2007. I
have the the following issue across word, excel, etc.

I've gone into Excel 2007 and created the templates. I've put them on a
network drive that the users have requested I use. I've gone into Office
Button-->Excel Options-->Trust Center-->Trust Center Settings-->Trusted
Locations and I've set the "Excel 2007 Default Location: User Templates" to
the shared drive after selecting the 'not recommended' option box to allow
the setting of a network path.

However, when I try to create a new document based on User Templates, I get
a blank screen that states I need to create the templates by going Office
Button-->Save As-->Trusted Templates and then save as a template.

I can't find this 'trusted templates' thing anywhere. Really. I've looked.

What am I doing wrong here?

Any help, guidance, or direction that can be given would be greatly
appreciated.

Thank you.
 
B

Beth Melton

The trusted templates location is the easiest to find in Word. In either the
Open or Save As dialog box you'll see a shortcut to either "Trusted
Templates" at the top of the Places bar (bar on the left) in Windows XP. In
Vista it will be "Templates".

BUT I believe what you want to to set the Workgroup location, not the User
Templates. I Word, click the Office Button, click, Word Options, and in the
Advanced section, scroll to the bottom and click File Locations. There
you'll see an option to set a Workgroup Template location. This is what you
want to point to your shared network location. Templates in the Workgroup
templates can be accessed in Office Button/New and "My Templates". By
setting it in Word it will also be used in Excel.

The User Templates location should be specific to each user rather than a
shared location. Especially for Word since Word looks for the Normal
template in this folder. If you attempt to share a Normal template then
various "File in Use" errors will be encountered.

~~~~~~~~~~~~~~~
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
 
C

Chris

That works like magic in Word. Thank you!!!

Is there something comparable in Excel? I can't find anything...
 
T

Twayne

Chris said:
That works like magic in Word. Thank you!!!

Is there something comparable in Excel? I can't find anything...

Whether you're using a crummy 'net access or you just oversnipped, there
is nothing in your mail to give any kind of indication what you're
talking aobut, so no one can respond to you unless they remember your
other post.

Always quote what you're talking about.
Always use Reply to respond to posts on a newsgroup.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top