saving a dot as a doc

[M. Nicholas]

We own a small medical dictation company and have been using client-supplied
templates, but now would like to create our own. The templates we are
currently using have text that is not editable and gray text form fields that
accept the new information for the new patient.

I have had some success in reproducing my own versions of these templates,
with one exception so far.

With their templates, the typist (after completing the dictation by filling
in the boxes) will choose File > Save-As and the template is saved as a doc.
Additionally, the default name for saving is something other than the
original template name.

I cannot for the life of me figure out how to do this. After creating my
template and switching on the “Protect Document†(so that my employees cannot
change the layout), the only file type available in “Save-As†is dot. I want
to give my employees a dot that has only text form fields for them to fill
out, and when they save the file it should default to a doc, which I will
send to the client.

Please help, I’m getting aggravated ;^)

 

[Cindy M -WordMVP-]

Hi =?Utf-8?B?TS4gTmljaG9sYXM=?=,

It's not possible to save a template as a Word document. One can save with a *.doc
extension, but the file would still be a template, at its heart.

Templates should be placed in a Templates folder (see Tools/Options/File locations)
and new documents created from them using the File/New command. This way, the user
will always create a document, and will always be prompted for a new file name (no
chance of saving over the template file).

We own a small medical dictation company and have been using client-supplied
templates, but now would like to create our own. The templates we are
currently using have text that is not editable and gray text form fields that
accept the new information for the new patient.

I have had some success in reproducing my own versions of these templates,
with one exception so far.

With their templates, the typist (after completing the dictation by filling
in the boxes) will choose File > Save-As and the template is saved as a doc.
Additionally, the default name for saving is something other than the
original template name.

I cannot for the life of me figure out how to do this. After creating my
template and switching on the “Protect Document†(so that my employees cannot
change the layout), the only file type available in “Save-As†is dot. I want
to give my employees a dot that has only text form fields for them to fill
out, and when they save the file it should default to a doc, which I will
send to the client.

Cindy Meister
INTER-Solutions, Switzerland
http://homepage.swissonline.ch/cindymeister (last update Jun 17 2005)
http://www.word.mvps.org

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[CyberTaz]

Templates (.dot), themselves, cannot be saved as documents (.doc). You can
save the template to update it based on the changes you make while it is
open for editing or you can save it as a different template/in a different
location.

New .doc files based on a template are automatically saved as .doc by
default.

Once you finish modifying the template, save & close that file. Then use
File>New to generate a new file based on the template.

HTH |:>)
Bob Jones
[MVP] Office:Mac



On 7/3/06 11:42 AM, in article
(e-mail address removed), "M. Nicholas" <M.

 

[Suzanne S. Barnhill]

You need to save your template in the user templates folder; users then
create a new document based on the template instead of opening the template
itself. See http://word.mvps.org/FAQs/Customization/CreateATemplatePart1.htm

 

[M. Nicholas]

Okay…I see it now. Thanks everyone.

 

[Charles Kenyon]

Just a note. Unfortunately Word XP and 2003 do allow saving a template as a
document. Someone with more pull than brains apparently got that through.
--
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




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[Cindy M -WordMVP-]

Hi Charles,

Just a note. Unfortunately Word XP and 2003 do allow saving a template as a
document. Someone with more pull than brains apparently got that through.

Well I'll be... The things we take for granted <head-shake>. At least it does
give a warning about losing AutoText entries. As far as I know, that the only
thing that differentiates the two, any more.

Thanks for the heads up

-- Cindy Meister

 

[Robert M. Franz (RMF)]

Well I'll be... The things we take for granted <head-shake>.

Well, that's certainly a plus for Word 2007: we all won't be taking much
for granted, there, I wager ...

;-)

Greetinx
Robert