Saving a template (thesis fun - ha, ha.)

J

Julia in Wisconsin

Hopefully a quick question. Ms. Shauna said I should save all my hard
work setting up styles by removing all text from the document and then
saving as a template. I used "edit" to "select all" and then hit
space, had a blank document, clicked "save as" template, gave it a
name. .

.. . the "save" button is greyed out--it won't let me save as a
template.

How might I get around this?

Julia in Wisconsin
 
J

Julia in Wisconsin

Julia wrote in message news:
Hopefully a quick question. Ms. Shauna said I should save all my hard
work setting up styles by removing all text from the document and then
saving as a template.
(snip)
. . the "save" button is greyed out--it won't let me save as a
template.

Well, apparently I lacked permissions to save to the folder "My
Templates" or somesuch. If I navigated to a different folder, then
the save button became active.

I have been able to save thesisfun1.dot to both my husband's portable
drive, in the same folder as the documents, and to my documents
folder.

Am I going to have big trouble because the template is in the wrong
place, or can I point Word to the template when needed?

Thanks for the help--it really is starting to look like an actual
dissertation!!

Julia in Wisconsin
 
D

Dayo Mitchell

Julia in Wisconsin said:
Well, apparently I lacked permissions to save to the folder "My
Templates" or somesuch. If I navigated to a different folder, then
the save button became active.
Believe you should be able to find the folder My Templates, do a Get Info on
it, and change the permissions to Read and Write.
Am I going to have big trouble because the template is in the wrong
place, or can I point Word to the template when needed?
You do want to move it. Doing File | Open to the template will open the
actual template, not create a doc based on it. Access via project gallery
generates a new document based on the template, and if the template is in
your templates folder, it will automatically show up in the project gallery
under My Templates.

Dayo
 
J

John McGhie [MVP - Word]

Hi Julia:

A Word template can be "anywhere", but you will be in big trouble if:

A) Word can't reach it when you open the document
B) You get more than one copy in use.

For that reason, the best place for that particular template would be in the
same folder as the document attached to it. Move the template in there,
then use Tools>Templates and Add-ins to attach it to the document.

Because you are using numbering in that document, make sure that
"Automatically update styles on open" is switched OFF or it will bugger your
numbering each time you open the document.

When you move the document, make sure you move the template with it (i.e.
Move the whole folder).

Whenever you make a change to the styles, you need to check the Add to
Template checkbox. When you exit Word will then prompt you to save the
template. You should say Yes. You can if you like hold down the shift key
and then use File>Save All to force a save of the Template.

Having said that, if you are not going to create another document, there is
no reason to attach that template to the document, or to update it. The
document will not refer to the template for anything in future unless you
start using macros and AutoText.

But if you are going to create another document that must match the current
one, then yes, attach the template and keep it up to date. Then when you
create the new document, you create it from the current template using
File>New...

Hope this helps


This responds to article <[email protected]>,
from "Julia in Wisconsin said:
Julia wrote in message news:

Well, apparently I lacked permissions to save to the folder "My
Templates" or somesuch. If I navigated to a different folder, then
the save button became active.

I have been able to save thesisfun1.dot to both my husband's portable
drive, in the same folder as the documents, and to my documents
folder.

Am I going to have big trouble because the template is in the wrong
place, or can I point Word to the template when needed?

Thanks for the help--it really is starting to look like an actual
dissertation!!

Julia in Wisconsin

--

Please respond only to the newsgroup to preserve the thread.

John McGhie, Consultant Technical Writer,
McGhie Information Engineering Pty Ltd
Sydney, Australia. GMT + 10 Hrs
+61 4 1209 1410, mailto:[email protected]
 

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