Templates - Can the tabs be changed?

S

Shirley

I'm wondering if the tabs in the template section can be
re-named. Or, better yet, can new tabs be added? I'd
like to add a tab for "CLIENTS" and keep all templates I
create for clients separate from my busines templates.

Is that possible?
 
J

Jezebel

The tabs correspond to any sub-folders in the templates folder. Go to the
templates folder, create a sub-folder called Clients and put your client
templates in there.
 
M

Margaret Langfield

If you go into Windows explorer and go to your templates directory (I can't
give you a path because on some systems it's under Application Data and in
some it's in Program Files under Microsoft Office), you can add new
sub-directories to templates just as you would for any other directory. You
MAY be able to re-name some, but beware because if you rename 1033, for
example, you could run into some interesting problems!!

One thing I found out the hard way is that once you create a new folder, it
won't show up as a "tab" when you select File-New until you put a template
into it. So create one called Clients, then copy over your templates, then
re-open Word. You should see it then.

Maggie
 
S

Suzanne S. Barnhill

This is partially correct. You can't add templates to the folder where
Word's installed templates are stored. You have to add them to the User
Templates folder. You can find the path to that folder from the File
Locations tab of Tools | Options. It will also be where Normal.dot is
stored. In Windows XP, this folder is a Hidden folder, so you must set your
Folder Options to display hidden files and folders. Create a Clients folder
as a subfolder in the Templates folder, put at least one template in it, and
it will show up as a tab. For more, see “WD2000: Understanding the Template
Path and Normal.dot” at http://support.microsoft.com/?kbid=214215 or
“OFF2000: How Office 2000 Manages Templates” at
http://support.microsoft.com/?kbid=240216

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
Word MVP FAQ site: http://www.mvps.org/word
Email cannot be acknowledged; please post all follow-ups to the newsgroup so
all may benefit.
 
P

Pat Garard

Quoted from WORD HELP:

'Document templates can be stored on your hard disk, included in a document
library, or used as a workgroup template.
When you or someone in your workgroup uses a template from the New Document
task pane, two factors determine which document templates are available and
which tab of the Templates dialog box each template appears on: the location
of the template and your file location settings for User templates and
Workgroup templates. To check your template file location settings, click
Options on the Tools menu, and then click the File Locations tab.

Document templates

Save your custom templates in the Templates folder. Template files that you
save in the Templates folder appear in the Templates dialog box, which you
display by clicking New on the File menu, and then clicking General
Templates in the New Document task pane. Any document (.doc) file that you
save in the Templates folder also acts as a template.

Templates you save in the Templates folder appear on the General tab
(Templates dialog box).

If you want to create custom tabs for your templates in the Templates dialog
box, create a new subfolder in the Templates folder and save your templates
in that subfolder. The folder location must match the path listed for User
Templates on the File Locations tab (Tools menu, Options command)+. The
name you give that subfolder will appear on the new tab. If you save a
template in a different location, the template will not appear in the
Templates dialog box.'

+I like to keep 'AllMyFiles' on drive D: - when I upgrade my computer, I
have a
'checklist' of things to rescue - most of them in or around D:My Documents.

D:My Documents----My Templates------- Clients (Templates)
:--------------Frogs
(Templates)
:--------------Cheeses
(Templates) etc etc

I then put a SHORTCUT to each of these in the 'Templates' Folder mentioned
above.
--
Hope this helps!

Pat Garard
Australia
apgarardATbigpondDOTnetDOTau

"One look is worth a thousand rumours."
Wen Hou, Warring States Period.

"Look twice!"
Pat Garard, 2003.
 
P

Pat Garard

Quoted from WORD HELP:

'Document templates can be stored on your hard disk, included in a document
library, or used as a workgroup template.
When you or someone in your workgroup uses a template from the New Document
task pane, two factors determine which document templates are available and
which tab of the Templates dialog box each template appears on: the location
of the template and your file location settings for User templates and
Workgroup templates. To check your template file location settings, click
Options on the Tools menu, and then click the File Locations tab.

Document templates

Save your custom templates in the Templates folder. Template files that you
save in the Templates folder appear in the Templates dialog box, which you
display by clicking New on the File menu, and then clicking General
Templates in the New Document task pane. Any document (.doc) file that you
save in the Templates folder also acts as a template.

Templates you save in the Templates folder appear on the General tab
(Templates dialog box).

If you want to create custom tabs for your templates in the Templates dialog
box, create a new subfolder in the Templates folder and save your templates
in that subfolder. The folder location must match the path listed for User
Templates on the File Locations tab (Tools menu, Options command)+. The
name you give that subfolder will appear on the new tab. If you save a
template in a different location, the template will not appear in the
Templates dialog box.'

+I like to keep 'AllMyFiles' on drive D: - when I upgrade my computer, I
have a
'checklist' of things to rescue - most of them in or around D:My Documents.

D:My Documents----My Templates------- Clients (Templates)
:--------------Frogs
(Templates)
:--------------Cheeses
(Templates) etc etc

I then put a SHORTCUT to each of these in the 'Templates' Folder mentioned
above.
--
Hope this helps!

Pat Garard
Australia
apgarardATbigpondDOTnetDOTau

"One look is worth a thousand rumours."
Wen Hou, Warring States Period.

"Look twice!"
Pat Garard, 2003.
 
P

Pat Garard

Quoted from WORD HELP:

'Document templates can be stored on your hard disk, included in a document
library, or used as a workgroup template.
When you or someone in your workgroup uses a template from the New Document
task pane, two factors determine which document templates are available and
which tab of the Templates dialog box each template appears on: the location
of the template and your file location settings for User templates and
Workgroup templates. To check your template file location settings, click
Options on the Tools menu, and then click the File Locations tab.

Document templates

Save your custom templates in the Templates folder. Template files that you
save in the Templates folder appear in the Templates dialog box, which you
display by clicking New on the File menu, and then clicking General
Templates in the New Document task pane. Any document (.doc) file that you
save in the Templates folder also acts as a template.

Templates you save in the Templates folder appear on the General tab
(Templates dialog box).

If you want to create custom tabs for your templates in the Templates dialog
box, create a new subfolder in the Templates folder and save your templates
in that subfolder. The folder location must match the path listed for User
Templates on the File Locations tab (Tools menu, Options command)+. The
name you give that subfolder will appear on the new tab. If you save a
template in a different location, the template will not appear in the
Templates dialog box.'

+I like to keep 'AllMyFiles' on drive D: - when I upgrade my computer, I
have a
'checklist' of things to rescue - most of them in or around D:My Documents.

D:My Documents
My Templates
Clients (Templates)
Frogs (Templates)
Cheeses (Templates) etc etc

I then put a SHORTCUT to each of these in the 'Templates' Folder mentioned
above.
--
Hope this helps!

Pat Garard
Australia
apgarardATbigpondDOTnetDOTau

"One look is worth a thousand rumours."
Wen Hou, Warring States Period.

"Look twice!"
Pat Garard, 2003.
 
S

Shirley

Thank you all so much for your help! I am going to try
this tomorrow. What a wonderful and helpful group this
is. I had been beating my brains out trying to figure
this out on my own.

Thanks so much!
 
P

Pat Garard

To Please a Lady, is a Gentleman's greatest privilege!
--
Hope this helps!

Pat Garard
Australia
apgarardATbigpondDOTnetDOTau

"One look is worth a thousand rumours."
Wen Hou, Warring States Period.

"Look twice!"
Pat Garard, 2003.
 

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