Word 2003 features that appear to be 'missing' in 2007 ??

[Taya]

Our office has used Word 2003 to create several templates and procedures in
the office. Word 2007 seems to not be compatible with some of these
procedures and I haven't been able to find out a way to make them happen.

1. Autotext - Our office's Autotext is sychronised so that all staff have
the same autotext available and the autotexts are updated regularly so that
they are current and appropriate.

2007 seems to have decided to call these 'building blocks' and segregate
these so that the defaults to the users C:drive as opposed to having them as
part of the main template (normal.doc) as per Word 2003.

How can we change the default location for the building blocks to a shared
file so that all computers are updated regularly.

2. Subject, Attachments and Introduction using the 'send to mail recipient'
and 'Email' (as attachment) features together.

We create a document using the 'send to mail recipient' format and complete
the Subject, Attachments and Introduction as appropriate. we then use the
'Email' (as attachment) feature to pass the 'send to mail recipient' format
document around our office for QA/review purposes before sending the document
out.

When the file is attached as a .doc (2003) version this works well. When the
file is attached as a .docx (2007) version the Subject, Attachments and
Introduction go missing.

As our office wishes to only rely on the 2007 we need to know how to correct
this issue.

Does anyone have any ideas, suggestions or ways to make these work?

 

[Graham Mayor]

Autotext as you have noted does not work in the same way - in particular
there is no autocomplete function so you would have to pick them from a list
or remember the keyboard shortcuts. You can still save autotexts in
templates just as before, including the normal template - here normal.dotm -
though the normal template may not be shared. Save the common autotexts in a
dedicated template eg autotext.dotx and install it in a shared startup
folder or copy it to the users' startup folders via a log-in script.

If you are using Outlook as your e-mail application, you can use the macro
under the heading "Send the current document from Word by e-mail as an
attachment, with the header details pre-completed, e.g. for the return of a
completed form document". at http://www.gmayor.com/word_vba_examples.htm to
create the e-mail with subject header etc.

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Graham Mayor - Word MVP


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[Taya]

Graham,

Thank you for your help. Your Autotext answer is perfect, and we will do
that.

With the second issue, I am not sure I fully understand you.

The documents are created in word, and we use the 'send to mail recipient'
to prepare an email to go to a third part (client). We then need that email
to be passed arround the office for review by managers erc, so we use the
'Email' (as attachment) feature together to do that.

Your example seems to turn the original email into an attachment, and looses
the independence of that email - which would have an impact on our QA system.

As I mentioned this works fine in the 2003 compatibility mode, however not
in the 2007 mode - so there must be a way to do it in word.

I hope you can help.

Thanks

 

[Graham Mayor]

Now it is my turn to be confused. The macro simply uses Outlook to send a
copy of the current document as an attachment to a pre-filled mail
recipient. It enhances the function Office Button > Send > E-mail, which is
similar to the Word 2003 File > Send to > Mail Recipient As Attachment.

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Graham Mayor - Word MVP


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[Taya]

Hi Graham,

Ah, ok, unfortunately my issue isn't to do with the mail recipient.

My issue is that forwarding (as an attachment) a word document set up for
email in 2003 (.doc mode) holds the header information (ie Subject,
Attachments and Introduction), in 2007 (.docx mode) it looses any header
information.

I've noted your website information in your reply, do you mind if I email,
via the email address available on the website, you examples of what we do as
it might assist you to see it rather than work it out from my descriptions.

Thank you!

 

[Graham Mayor]

No guarantees that I can assist further but by all means send me some extra
information.

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Graham Mayor - Word MVP


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[Taya]

Hi,

I have found the prefect answer to my first question, by:

1. adding the autotext icon to the ribbon
2. highlighting the text to be stored as autotext
3. selecting the autotext icon on the ribbon, then at the bottom selecting
'save selected text to gallery'
4. when the pop up box appears, change the 'save in' option to the
appropriate template (normal)

the autotext is now saved as it was in 2003.

You can use the building blocks organiser to delete/edit the autotexts - via
the insert tab and the quickparts menu.

The second issue still has me stumped.