stop template from making named copy

K

KeithB

When I create a new document from a template, in the new SH version, Word creates a "copy" file -named as such- adjacent to the template. My templates are not kept in the Template section, rather spread out over many subject-oriented folders. Under the default, I have to do a Save As, name and file the new copy, then go back and delete the "copy" document. What I want it to do instead is create an unsaved document with no name that I can name and save as desired, like it did in Word 2004. I haven't been able to find how to do this in Preferences or Help.
 
J

John McGhie

Hi Keith:

OK, this is interesting :) The Template behaviour in Word 2008 has been
fixed. It is now behaving the way Word was meant to behave with a template,
which is different from Word 2004.

It is now designed to do exactly what you require, which Word 2004 would
not. So we need to work out why that's not happening for you.

A Template and a Document are different internally. Previously in Word
2004, they aimed for a "Mac-like" behaviour where if you double-clicked a
Template in the Finder, Word would "Open" the Template file. From there,
you could not do a Save-As because Word can't save a template as a document
(because it isn't a document).

You could, of course, Save As a new Template, in which case Word would steer
you to the Templates folder and confuse the hell out of everyone :)

The current version uses the established PC behaviour, where if you
double-click a Template, Word will "Create New Document" based on and
attached to its source template.

If you use the Project Gallery, it will offer templates from your User and
Workgroup template folders. Or you have the option to navigate to others
with "Open Other". If you choose one, you will get a new file of type
document, based on and attached to the template (save as Word 2004, with the
exception that Word 2008 enables you to keep templates anywhere you like,
which is the function you want).

If you use File>Open from 2008, it will "Open" the template, which is
correct, and allows you to edit templates.

So: How are you creating those new documents?

The only thing I can think of is that some of your "templates" may not
actually be templates. They may have the correct file extension, but the
content might not be of type "Template". That would produce behaviour
similar to what you describe.

To answer your question:

* If the file IS a template, double-click it in the finder. You will get a
new, unnamed DOCUMENT reading for saving where you like.

* If you prefer, use the Project Gallery. Choose a template and click
Open. When you do, you will again get a new, unnamed document, created from
and attached to the source template.

* To change the content of a template, use File>Open from the Word menu.
If you then use Save As, since you are holding a file of type Template, Word
will steer you to your Templates folder. However, in the new version, it
will allow you to override that if you want to put the file somewhere else.

Hope this helps

When I create a new document from a template, in the new SH version, Word
creates a "copy" file -named as such- adjacent to the template. My templates
are not kept in the Template section, rather spread out over many
subject-oriented folders. Under the default, I have to do a Save As, name and
file the new copy, then go back and delete the "copy" document. What I want it
to do instead is create an unsaved document with no name that I can name and
save as desired, like it did in Word 2004. I haven't been able to find how to
do this in Preferences or Help.

--
Don't wait for your answer, click here: http://www.word.mvps.org/

Please reply in the group. Please do NOT email me unless I ask you to.

John McGhie, Consultant Technical Writer
+61 4 1209 1410, mailto:[email protected]
McGhie Information Engineering Pty Ltd
http://jgmcghie.fastmail.com.au/
Sydney, Australia. S33°53'34.20 E151°14'54.50
 
C

CyberTaz

Hi John -

<snip>
If you use the Project Gallery, it will offer templates from your User and
Workgroup template folders. Or you have the option to navigate to others
with "Open Other". If you choose one, you will get a new file of type
document, based on and attached to the template (save as Word 2004, with the
exception that Word 2008 enables you to keep templates anywhere you like,
which is the function you want).
<snip>

That's what I expected, too - but it isn't what's happening here!

If you choose one of the templates offered in the Project Gallery it does in
fact create a new document based on that template. However, clicking the
Open Other button results in opening the *template* file - it Does Not
create a new document based on the selected template.

This is regardless of where the template is stored.

Regards |:>)
Bob Jones
[MVP] Office:Mac
 
D

Daiya Mitchell

John said:
The only thing I can think of is that some of your "templates" may not
actually be templates. They may have the correct file extension, but the
content might not be of type "Template". That would produce behaviour
similar to what you describe.
My guess--this is correct. They aren't templates. To let him store
"templates" anywhere, Keith set the Stationery Pad setting in the Finder
(via cmd-I). In Word 2004, double-clicking a Stationery Pad did act like
a template (I think, can't test now, but it was a suggested workaround
for the template issue). In Word 2008, with Stationery Pad on, I get a
copy of the doc with the same name.
 
J

John McGhie

Hi Bob:

How did you get it to do that??? If I go in through Project Gallery, select
a template, then click Open Other, it ignores my selection and goes straight
to a File>Open Finder window!

What you have found sounds like a really nasty bug :)

(I hate the PG monstrosity ‹ I just go directly to the template in the
Finder, the way the OP wants to do it....)

Cheers


Hi John -

<snip>

<snip>

That's what I expected, too - but it isn't what's happening here!

If you choose one of the templates offered in the Project Gallery it does in
fact create a new document based on that template. However, clicking the
Open Other button results in opening the *template* file - it Does Not
create a new document based on the selected template.

This is regardless of where the template is stored.

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

--
Don't wait for your answer, click here: http://www.word.mvps.org/

Please reply in the group. Please do NOT email me unless I ask you to.

John McGhie, Consultant Technical Writer
+61 4 1209 1410, mailto:[email protected]
McGhie Information Engineering Pty Ltd
http://jgmcghie.fastmail.com.au/
Sydney, Australia. S33°53'34.20 E151°14'54.50
 
C

CyberTaz

Sorry if my brevity misled -

It isn't that the template selected in the PG window opens as a template
file - it's what happens *after* the File> Open window displays...

What I meant is that if I hit the Open Other button, then navigate to a
folder (even the one where the built-in templates are stored) & select a
template there, the template opens rather than creating a doc based on it.

IOW, it's as you describe, but going on from there results in the template
opening rather than generating a new doc.

I would have expected that a new doc based on the chosen template would have
been created since it was accessed via the PG. Not the "really nasty bug" as
you call it, but definitely contrary to what was anticipated.

Regards |:>)
Bob Jones
[MVP] Office:Mac
 
J

John McGhie

Hi Bob:

Ah! OK, I see what you mean.

It's working OK here (for small values of 'OK'...)

If you want to navigate to a different folder using Open Other, you have one
more click on OS 10.4 to drop down the Open selection and change it from
Open Original to Open Copy.

Not "GREAT" design... Let's put that on the list too :)

Cheers


Sorry if my brevity misled -

It isn't that the template selected in the PG window opens as a template
file - it's what happens *after* the File> Open window displays...

What I meant is that if I hit the Open Other button, then navigate to a
folder (even the one where the built-in templates are stored) & select a
template there, the template opens rather than creating a doc based on it.

IOW, it's as you describe, but going on from there results in the template
opening rather than generating a new doc.

I would have expected that a new doc based on the chosen template would have
been created since it was accessed via the PG. Not the "really nasty bug" as
you call it, but definitely contrary to what was anticipated.

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

--
Don't wait for your answer, click here: http://www.word.mvps.org/

Please reply in the group. Please do NOT email me unless I ask you to.

John McGhie, Consultant Technical Writer
+61 4 1209 1410, mailto:[email protected]
McGhie Information Engineering Pty Ltd
http://jgmcghie.fastmail.com.au/
Sydney, Australia. S33°53'34.20 E151°14'54.50
 
C

CyberTaz

I hadn't even bothered to try that because the wording indicates (to me,
anyway) that what I would get is a new *template* based on the template, not
a new *doc* based on the template.
 
K

KeithB

Thanks for the explanations; I found them interesting and somewhat helpful.

The workaround I settled on is to convert all my templates to dotx files, home the templates in the user My Templates folder, and put aliases in the document folders where I need them. This results in a namable doc named DOCUMENT# being created when the alias is selected.

-KeithB
 

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