Where to Store Macros for Docs Used Through DMS

[Robin]

I have developed Word forms with macros that will be
acessed by users through a DMS (iManage). The macros
differ in some respects, but are the same in other
respects. All macros were created through VBA on a
document-by-document basis and generally do the
following: Run a SQLConnect macro to connect to a
database, find the first point of user checkbox/field
selection, and finally, merge to a new document. Am I
storing the macros in the appropriate place, e.g., the
document?

 

[Jonathan West]

Hi Robin,

The document itself is probably not a good place. These two articles may
help you understand what is the best approach to this.

What do Templates and Add-ins store?
http://word.mvps.org/FAQs/Customization/WhatTemplatesStore.htm

Distributing macros to other users
http://word.mvps.org/FAQs/MacrosVBA/DistributeMacros.htm

Hopefully these articles will clarify things for you, but if you still have
quyestions, by all means ask here again.

 

[Guest]

Thank you for the response Jonathan. A follow-up
question I have is, the documents created are .DOCS,
not .DOT. Will the info in the articles still apply?
Or, should I make the .DOC files .DOT. If so, will they
still run in a DMS?

 

[Charles Kenyon]

The information in the articles will be useful. It may or may not apply to
..doc files. To change a .doc file into a .dot file, use File => Save As...
and change the file type to Word Template. Do not just change the extension.

Documents can hold macros but are not intended to be used as the basis for
other documents, that is the job of templates. Please read the articles and
then ask more questions if you have them.
--

Charles Kenyon

See the MVP FAQ: <URL: http://www.mvps.org/word/> which is awesome!
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[Jonathan West]

Thank you for the response Jonathan. A follow-up
question I have is, the documents created are .DOCS,
not .DOT. Will the info in the articles still apply?
Or, should I make the .DOC files .DOT. If so, will they
still run in a DMS?

I don't know the details of the DMS system that you have, so its a bit hard
to say precisely.

Maybe a bit more background information will help.

A macro is available for use if it resides in any of the following
locations.

1. The currently open document
2. The template attached to the currently open document
3. normal.dot
4. a template loaded as an add-in

and provided that Word's security settings wioll allow the macro to run.

While it is possible to embed VBA macros in documents, it is unusual to do
so, not least because mecros there almost always fall foul of the user's
security settings in Word, and so will not run.

It would seem to me that in your case, there is no need for every doc to
contain the macros you want. All that is necessary is for the macros to be
available to you whenever you need to perform these tasks. For this, a
single template loaded as an addin would seem to serve.

 

[Robin]

I made all the documents templates, digitally signed them
and put them in our DMS. Users that were having problems
with some particular forms are no longer having
problems. The macros for each file vary in task
automation, so I can base the templates on one template
in particular.

Thanks.