Word 2007 - Enforce template header, footer and typography on documents based upon it ?

[Kim]

Is it possible to enforce header, footer and typography from a
template on documents which are created on it ?

I made a quick test, but it failed. I create the template, then a new
document (child) based on that.
a) I changed one part of the typography on the child and when I saved,
Word offered to apply the new change to the template.
b) I changed one part of the typography on the template and then
opened the child. It did NOT have the new change applied.

If this can be made, then it would greatly reduced editing time when
changes are needed.

Any ideas ?

 

[Stefan Blom]

You cannot update the contents of a document from its template (or vice
versa), if that's what you are trying to do.

You can transfer style modifications, though.

In particular, you can (a) update a style in the attached template based on
the corresponding style in the document, or (b) reset style definitions to
those of the template each time the document is opened.

It seems as if you've already managed to accomplish (a)...

To make (b) work, use the "Automatically update document styles" check box
in the Templates and Add-In dialog box. To open the dialog box, click the
Document Template button on the Developer tab of the ribbon.

--
Stefan Blom
Microsoft Word MVP


in message
news:[email protected]...

 

[Kim]

You cannot update the contents of a document from its template (or vice
versa), if that's what you are trying to do.

You can transfer style modifications, though.

In particular, you can (a) update a style in the attached template based on
the corresponding style in the document, or (b) reset style definitions to
those of the template each time the document is opened.

It seems as if you've already managed to accomplish (a)...

To make (b) work, use the "Automatically update document styles" check box
in the Templates and Add-In dialog box. To open the dialog box, click the
Document Template button on the Developer tab of the ribbon.

--
Stefan Blom
Microsoft Word MVP

in message

I cant find any "Tools" menu in Word 2007. Could you point me in the
right direction ?

I noticed and understand the problem stated in "Myth 1" on this
website, http://www.shaunakelly.com/word/sharing/WillMyFormatChange.html.
I assume this still applies.

Also, when integrating fonts (located in Word-settings -> Save) will
the style problem still occur on child documents ?

Finally, thanks for your answers.
Is there another way or tool to allow enforce header and footer
changes onto child documents ?

 

[Stefan Blom]

in message

I cant find any "Tools" menu in Word 2007. Could you point me in the
right direction ?

If you can't see the Developer tab, do the following to display it: Click
the Office button, and then click Word Options. In the Popular category
(which is displayed by default), check the "Show Developer tab in the
ribbon" option and click OK.

Then click the Document Template button on the Developer tab of the ribbon,
to see the old Templates and Add-Ins dialog box.

I noticed and understand the problem stated in "Myth 1" on this
website, http://www.shaunakelly.com/word/sharing/WillMyFormatChange.html.
I assume this still applies.

Yes, it still applies.

Also, when integrating fonts (located in Word-settings -> Save) will
the style problem still occur on child documents ?

The setting you are referring to embeds fonts; as in previous versions,
embedded fonts allow you to send the document to someone else who might not
have your fonts. But note that this is not (directly) connetected to the
template--document relationship.

Finally, thanks for your answers.
Is there another way or tool to allow enforce header and footer
changes onto child documents ?

One way is to store the contents of headers and footers in a separate file
and then use INCLUDETEXT fields to bring them into other documents.

 

[Kim]

in message






If you can't see the Developer tab, do the following to display it: Click
the Office button, and then click Word Options. In the Popular category
(which is displayed by default), check the "Show Developer tab in the
ribbon" option and click OK.

Then click the Document Template button on the Developer tab of the ribbon,
to see the old Templates and Add-Ins dialog box.

That did it.

Yes, it still applies.


The setting you are referring to embeds fonts; as in previous versions,
embedded fonts allow you to send the document to someone else who might not
have your fonts. But note that this is not (directly) connetected to the
template--document relationship.

Thanks for clarifying that.

One way is to store the contents of headers and footers in a separate file
and then use INCLUDETEXT fields to bring them into other documents.

Using INCLUDETEXT fields does not really save any time, as I have to
manually update the field whenever I change the header file. Is there
a way to make it automatically update the INCLUDETEXT fields when a
child file is opened ?
Even the template must I update manually.

 

[Stefan Blom]

in message

Using INCLUDETEXT fields does not really save any time, as I have to
manually update the field whenever I change the header file. Is there
a way to make it automatically update the INCLUDETEXT fields when a
child file is opened ?
Even the template must I update manually.

Setting the "Update fields before printing" option in Word Options, Display
category might help.

Alternatively, use the macro at http://www.gmayor.com/installing_macro.htm.

 

[Kim]

in message






Setting the "Update fields before printing" option in Word Options, Display
category might help.

Alternatively, use the macro athttp://www.gmayor.com/installing_macro.htm.

I tried the "Update fields before printing" option before asking, and
it doesnt work on open.

Thanks for the macro. It works like a charm, however it requires
manual activation. Thats almost as un-useful as before.
There is a twist tho. I found out that certain named macros are run at
certain times. Example: a macro named AutoOpen() will run when ever
that document (which has the macro) is opened.

I havent found out how to run a macro in that AutoOpen() macro. Any
ideas ?

 

[Suzanne S. Barnhill]

You have to name your macro AutoOpen. If there is an existing AutoOpen
macro, you paste your macro content into it.

Also, though it may be belated, you might want to read
http://www.shaunakelly.com/word/templaterelations/index.html