Template with Custom Toolbars

[Mkate]

Hello,

I have a template with three Custom Tolbars, which provide many styles and
macros to perform the work I do. Someone has asked if they could re-save the
template with a different name so they could use the styles and macros on the
toolbars to create similiar looking documents.

I have tried resaving the template, but I do not have the toolbars when I
reopen the new saved template. Is there a way to save it so that the
Toolbars stay attached to the template? There is no option to turn on the
associated toolbars either.

Thank you for your response.

 

[Stefan Blom]

Opening the template as a document, via File | Open, and then
choosing File | Save As to save it under a new name would preserve the
toolbar(s).

But I'm not sure why you want to rename the template? Anyone can use
it if you just send the template to them.

--
Stefan Blom
Microsoft Word MVP


in message
news:[email protected]...

 

[Mkate]

Hello Stefan,

Thank you for your quick response. My primary template has a specific use
for documents. The reason for renaming is to have this "new" template, that
is used for creating slightly different documents, to have a "unique"
template name when a users views their list. My template has no pre-built
content in it. When a user opens a new template, they have a blank page but
all the elements to create their document.

The person who wants to use my template to create their new document already
has my template on her system. They want to use this as the basis to build a
new template that will have a table of information on the page when it loads
and give it a different name.

Hope this helps.

 

[Stefan Blom]

OK. As stated in my previous reply, File | Open and then File | Save
As should work for you.

--
Stefan Blom
Microsoft Word MVP


in message

 

[Mkate]

Thank you.

So the only way to save the file is as a document file. Correct? A user
cannot open the actual DOT file and resave as a DOT and see the Toolbars.
This is what they want to do and so far they have not been able to get it to
work.

This is a template that they will be reusing and they want to start with a
new template each time they create a document.

 

[Suzanne S. Barnhill]

I think you're misunderstanding the concept of a template. Users cannot
possibly want to "start with a new template each time they create a
document," as that would defeat the purpose of having a template at all.
There are two ways to use a .dot file. One is to create new documents based
on it; this is the default use: if you double-click a .dot file in Windows
Explorer, the default action is New. The other is to open the file for
editing; to do that you have to specifically choose Open in Windows Explorer
or, in Word, navigate to the folder that contains templates and open it just
as you would a document.

To create a new template based on a template, you can either select
"template" in the File New dialog in Word or you can navigate to the
template, open it, and use Save As. Either method should preserve the
toolbars.

 

[Stefan Blom]

Opening a template for editing certainly allows you to re-save it as a
different template (*.dot) file. In fact, you are not allowed to save
it as any other file type (the "Save as type" box is greyed out).

For more, see Suzanne's reply as well as these links:

Creating a Template – The Basics (Part I)
http://word.mvps.org/faqs/customization/CreateATemplatePart1.htm

Creating a Template (Part II)
http://word.mvps.org/faqs/customization/CreateATemplatePart2.htm

--
Stefan Blom
Microsoft Word MVP


in message

 

[Suzanne S. Barnhill]

Actually, I think recent versions of Word (perversely) do allow you to save
a template as a document.

 

[Stefan Blom]

That is bad news.

--
Stefan Blom
Microsoft Word MVP


in message

 

[Suzanne S. Barnhill]

I thought it was a step in the wrong direction myself.

 

[Mkate]

Hello,

Thank you all for your replies. Perhaps I was not explaining the situation
correctly. The template in question will be used to generate a resume. The
person who want to use it will have about 25-30 to create. Each time she
wants to create a new document (resume), she will open my template, which she
has renamed, to create a new resume document. I explained to her that she
can rename the template but for some reason she is having problems and the
toolbars are not visible when she opens it. When I have to make changes to
my template (like some of the prebuilt text), I open it in Explorer, make my
changes and resave my template.

I have created a template (renamed my file after opening in Explorer) for
this person as well as a new document using that template and will forward to
her. When I open my "test" document, I have the toolbars viewable so she
must be doing something different to lose the toolbars.

Thanks very much for your help. As always it has been very helpful.

 

[Suzanne S. Barnhill]

As explained, your user needs to use File | New to create a new document
based on the template, not open the template itself.