Save Template Marcos/Toolbars/Etc with DOC File??

[ML]

When you create a new DOC from a template the functionality of the macros,
toolbars, etc that were contained in the template are not saved with the
DOC. Therefore if you send the DOC along to a new user that does not have
the template then they cannot access this functionality.

Is there some way to have all the template code and objects saved with the
DOC??

Is there any way around this or am I just missing something?

 

[Robert M. Franz]

Hello ML

When you create a new DOC from a template the functionality of the macros,
toolbars, etc that were contained in the template are not saved with the
DOC. Therefore if you send the DOC along to a new user that does not have
the template then they cannot access this functionality.

Yes, that's "as designed".

To keep macros etc. in the Template is usually a good idea beceause
changes to those would become a nightmare if you had to trace all
documents that have been created from it!

Is there some way to have all the template code and objects saved with the
DOC??

Is there any way around this or am I just missing something?

You have to either send the template along with the document, or make
sure that the macros etc. is saved in the documents themselves. The
usual way to do that would be by way of VBA (one of the predefined macro
names fires on "NEW").

2cents
Robert

 

[ML]

How exactly can you make the template macros and related be saved with the
document? I guess I am missing something?

 

[Suzanne S. Barnhill]

You can use the Organizer to copy macros and toolbars into the document.

 

[Robert M. Franz]

Hi ML

How exactly can you make the template macros and related be saved with the
document? I guess I am missing something?

Manually >>> see Suzanne's answer.

Automatically >>> you need an AutoNew macro. See:

WD2000: Auto Macros in Word
http://support.microsoft.com/kb/211659/en-us

Greetings
Robert

 

[Charles Kenyon]

See http://addbalance.com/word/movetotemplate.htm. Apply the methods for
creating such customizations and moving them to another template to your
document. Remember, though, that your macros will not run on most corporate
systems because of macro security being set to "high."
--
Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
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[ML]

Thanks. We have a note on the security. we need to have the macros
working so not much choice but to have them set this to low. Or is there a
better way to permit specific templates?

 

[Margaret Aldis]

If you place the template in either the user templates folder or the
workgroup templates folder (as determined by Tools > Options > File
Locations) you can set the security level to "trust templates and add-ins",
independent of Low/Medium/High.

An added advantage, for anything other than a one-off document delivery, is
that the template will be found wherever the document is located. So you
wouldn't have to send the template each time you send a document of that
type.

I would never set security to Low - it's better to use Medium and accept the
warning.