Hi Tom, Are you sure neither one of the macros in the global template, nor a user, is making changes to the template? Hi Paul You can find the template in attachment. The users are not making changes to the global template. This template has only a toolbar with shortcuts to macro's that open other templates Best regards Tom. Attached Files Hoofdsjabloon. Hi Tom, I don't see anything obvious. Try adding the following code to the template's 'ThisDocument' module: Code:.
Last edited by macropod; at AM. Reason: Fixed code tags. Hey I did that, but when I try to save those changes, I now get an error. I don't understand why Word try to save changes, since no one is changing something. Hi Tom, It seems to me you're not so much using this template to distribute macros as to create an altenative way of creating a new document based on a template.
You could probably achieve much the same result using something based on: Application. Dialogs wdDialogFileNew. Show from the users' Normal. Be that as it may, it might be useful if you can track down the point at which your global template's state is changing to unsaved.
Here's some code to try: Code:. Hi Tom, I came across the following link, which shows how you can modify Word's QAT and the Windows Registry to manage the creation of new files from templates. You might find that an improvement on what you now have. Sorry macropod it took so long before I replied to your posts. I'm working on several projects at the same time.
Your suggestion about using Application. Using the Look in pull-down list, locate and select the template file you want to modify NOTE: The location will vary depending on your computer setup. Modify the template by adding the desired text, graphics, and formatting to be included in the modified template. Open a Word template. Modify the template by adding the desired text, graphics, and formatting to be included in the new template.
From the File menu, select Save As The Save As dialog box appears. Using the Look in pull-down list, select the desired save location NOTES: The template will be saved in the default templates directory. For more information, refer to Template Locations. Create or open the file containing the formatting and settings to be included in the custom template.
To share one of your templates with others, save the template to the workgroup area or copy the template to a disk. The template should be stored in the Workgroup Templates file location by copying it to the template directory using Windows Explorer. For more information regarding template locations, refer to Template Locations.
Was this article helpful? Yes No. This article is based on legacy software. What Is a Template? Types of Templates There are two basic types of templates in Word: built-in templates and custom templates. When Word comes out of the box, it is set up to cater for users who do not understand word processing. When you save a document as a template Word will attach the extension of ". Merely changing the name either way will not change a document into a template or a template into a document although doing so will confuse you and other users.
Although Windows will think that such a misnamed file is a document, or template, depending on the extension, Word knows the difference. You can make a document into a template from within Word using Save As under the File menu.
With Word versions prior to Word , you can't directly change a template into a document. You can create a new document based upon a template and save that document.
Although this chapter is titled "Template Basics" it does not tell you how to create a useful document template. For me to attempt to do that would be pointless. I urge you to read that work, now. This chapter, though, does tell you things about templates that are not covered in that work.
If you are creating a document template, I urge you to pay close attention to styles. In constructing or editing a template:. I may sometimes forget to say so, in which case please remember it for me! I would go further and say template formatting done directly outside of styles is wicked or cruel. It will confuse the user of your template and make life more difficult for him or her. If you are the user of your template, I guess foolish and self-defeating would be a better description than wicked or cruel.
None of these adjectives are ones that I use often or lightly. I think they are appropriate in this situation. Word makes use of styles even easier and more important. See Why Use Styles - part of Lynda. NOTE about hiding things from yourself.
Both Word and Windows like to hide things from you feeling that too much information tends to confuse. You may agree with this philosophy or not.
However, this chapter is written expecting that you can see some of this hidden information. If you are in an Explorer window that has Word documents in it, do the names show the three-letter extension ".
Later versions:. For more see this knowledgebase article. These non-printing characters are at the heart of word formatting. If you can't see them, your formatting will be very hard to figure out. This is one part of the Word equivalent to Word Perfect's "reveal codes. Creating a document from a document template - the attached template. In Word , when you select New under the File menu, you are shown templates from which you can choose.
There are also Tabs of more available selections. And if there isn't room for all of the tabs, there will be one that simply says "More" and gives you access to the others. When you pick a template and create a new document based on that template, the template remains "attached" to the document.
In Word you need to choose "On my computer" to see this dialog. In Word it is under the Office Button. In Word - it is under the File Tab. All styles in the template used in the document whether in the template's text or in text that you type or insert become defined in the document and will stay with the document even if the attachment is later broken. If the template's style definition is changed after it is used in the document, the style as used in an existing document will not change unless the template is reattached or the style is otherwise copied into the document again.
See below for more on attaching a template to an existing document. If you use XML to modify the Ribbon in later versions of Word, those modifications can be stored in either documents or templates. In Ribbon versions Word and later you can map content controls in a template. Those mappings will continue or be useful in documents based on the template. Attaching the template at a later time, though, will not transfer the mappings. Rant about creating Templates from flawed documents If you are going to share your templates with others, or simply plan on using them to make a number of documents try to plan and structure them with care.
Avoid making a template from any documents converted from a different word processing program or even a much earlier version of Word.
Because there is no way to translate feature-for-feature a complex document structure from one program to another, these conversions are prone to document corruption. In Word, even documents created in the current version of Word can cause problems if they have automatically numbered paragraphs.
The basic idea of templates is to give you or someone else a boost in creating a new document. If your template is full of errors, those errors will replicate themselves ad infinitum! That isn't something that you need.
It isn't an example that you want to set. If what you really want to share is text, try sharing it as an AutoText entry. To clean up text from a converted document, save it in RTF or even text format, reopen that and save it again as a document file.
Copy that text into a new document based on a solid template. Save that new document as your template. Then apply appropriate styles to all of the text in your document. See below for more on use of styles in templates. Template If you move the document to a different computer that doesn't have the template, the attachment will be broken. If you move the template into a different directory on your computer, the attachment will probably be broken.
If your template is on your server and you give the server a different name, the attachment will be broken. You can change the template attached to a document using. Attaching a different template gives you access to any AutoText, macros, toolbars QAT modifications and keyboard customizations in the newly-attached template. It does not give you any text from the newly-attached template. It gives you access to styles in the newly-attached template but unless you check the box "update styles" when you change the attached template, any styles already in use in your document will not be changed by attaching a new template.
You will also not get any document layout such as margins although indents contained in styles will be imported if the style is imported. Once you have imported styles, it is important to uncheck the box to import them.
What happens when I send my document to someone else? Will Word mess up my formatting? If you want the layout features or text from the new template for your document, your best bet is to create a new document based on the new template and then copy the contents of your old document into the new document.
Then close the old document and save your new document using the same name. Note that your new document will use style definitions from the template rather than from your old document.
In Word you can reach the dialog for this on Developer Tab. If you create a document from a template, that is the attached template for that document, unless there is a different template with the same name on the computer in one of three places:. The same folder as the document. If there is a template with the same name as the attached template in the folder containing the document, Word will attach to that template the next time the document is opened.
The User Templates folder. Word will not attach a template of the same name if there is also one in the same folder as the document. The Workgroup Templates folder. Word will not attach a template of the same name if there is also one in the User Templates folder or the folder containing the document. That is, it completely ignores the existing attached template and attaches to a closer template.
Note that when you have a template of the same name in the same folder as the document, Word will not attach to a template with the same name in a different folder. Templates that are in subfolders of the User Templates Folder or the Workgroup Templates folder do not have this feature of mandatory attachment.
For that matter, neither do templates in a subfolder of the folder containing the document. I have not tested this in Word In Word , note that the Custom Office Templates folder or folder designated as the default save location for templates is not in this hierarchy!
A user's document templates are usually stored in a folder usually on the user's computer and normally called "Templates. The default location of this folder differs among the various versions of Word.
Both the location and the name can be changed by the user. If you ask Word to save a document as a template, in Word this is the folder you will be taken to for that purpose. You can see and change the location by using:. In this window, the folder is designated as the "User Templates Folder.
In Word the default location of the for new templates is a subfolder of the user's documents folder named " Custom Office Template s. If you are going to be using the Classic FileNew dialog, you probably want to change it to be the same location as your user templates folder. The User Templates folder will still contain the Normal. See this discussion on the Word Answers site for more about the distinction between these two locations in Word for templates. It is my recommendation that users make both of these locations User Templates and Default Custom Templates the same folder to avoid confusion.
Here are some samples of files that could go in a user templates folder or one of its sub-folders:. Every Word installation will have a User Templates folder upon installing the software. That is always the location of the normal template. The Workgroup Templates Folder is a second top-level folder used to store document templates. In addition, there is no folder upon installation, you need to create one.
And at home I use the assign command to map a folder in the same way so that I can transfer work back and forth. This is set up the same way as the Templates folder except that the folder is in a location accessible to all users perhaps as read-only.
Once you have created a Workgroup Templates folder, you need to modify the settings for each user in Word. See Workgroup Templates for how to set or modify this in the different versions of Word.
This should be a different folder than the User Templates folder even if on the same computer. For an example of templates designed for placement in Workgroup Folders look at any of the Sample Forms listed under additional materials. If it is on the same computer as the User Templates folder, it should be in the folder that holds the Templates folder, not in the Templates folder.
This folder is normally named "Microsoft Office. See the bottom of How to Open the Normal Template for the variations. The User Templates and Workgroup Templates folders and their subfolders are the usual location for document templates. Note that these locations are set initially by the Office Setup program possibly using network administration policies.
If there are form documents used throughout an office, department, household, or business, they are best stored as Workgroup Templates. Generally the workgroup templates are prepackaged templates for use by more than one user, often company-wide. They can be used by an individual to distinguish work templates from personal templates or finished templates from development templates. That is, for individual users, they are stored on a local drive.
See the discussion of sharing global templates below. By default, this a separate folder is in the users Document Folder. That is set in the Save Options and is the place where newly created templates will be saved by default. In earlier versions, new templates were saved in the User Templates folder by default; this stopped with Word There is one kind of template, though, that should not be in any of these special templates folders, the global template Global templates are one type of "Add-In" for Word.
Global templates are different from document templates, so different in function that giving both the name template causes endless confusion. They are normally not "attached" to any document and normally do not contribute text or styles to any document. They are excellent vehicles for holding and sharing Autotext, Macros, Keyboard Shortcuts, and Toolbars.
You can make any template global with:. A file open dialog box will open showing the User Templates folder's contents to choose from. You can, though, add a template that is located elsewhere.
Since they don't contribute text and are not used to start new documents, global templates are probably best kept elsewhere and not in the Workgroup Templates folder either. If you add a template as an Add-In this way, it will remain global until you restart Word. At that time, you could add it again, if you wanted to do so.
Or, you could make it load automatically on startup by putting the template or a shortcut to the template in the Word Startup Folder. This is not the Startup programs folder in your Start menu, but rather one specifically for Word.
You can find or change its name and location. Note, Word uses templates. Word will not use ordinary documents, with or without macros, as automatically loaded Add-Ins. Note that since Word , Word has recognized two startup folders to hold global templates. The first is the folder designated as the Word startup folder under.
The second is the Office Startup folder. Its location will vary depending on both the Operating System and the version of Word Office being used. I believe that the Word Startup folder can be different for each user in later versions of Windows but that the Office startup folder will always be in the Programs folder rather than in the user profile. See here for information on the location of that folder. Templates are one type of global Add-In, another is the. Those not Word files and are beyond the scope of this article.
Here is one that will copy all of the styles from a global template other than the Normal template. See A Global StyleSheet?
FullName End Sub. See Installing Macros by Graham Mayor for instructions on what to do with a macro listing if you don't know. Word Downloads Page - samples of files that work as Add-Ins. If a global template is to be shared over a network, it should be placed in a folder on the network server to which all users have file read access.
Each user's network login file should be set to copy the file to the user's personal startup folder when the user logs onto the network if the network version is newer than the user's version.
That way you can update the template without everyone having to be off from Word when you do it. The personal startup folder can be on a network drive or a local drive; my preference is to use a local drive so that users have access to it even when offline.
If you can't work with the login scripts or aren't worried about updating the template you will probably want to use shortcuts Mac: aliases to it in each user's Word Startup folder. That way, any changes will automatically update everyone's Word. If it is your own and not shared you can either put it in your Startup folder or keep it elsewhere and use the shortcut to load it into Word.
They can also be stored in a Building Blocks folder. You can use a global template which is not loaded at startup, as well. Such a template can share resources which are not used or needed in most of your documents but are used by multiple templates and their documents. These would load your global as an Add-In for that session of Word only. This way, when one of the documents needing your template's resources is created or opened, the resources will be available.
Word will also in some versions, at least load a document as well as a template as an Add-In using this method. Documents, however, will not be loaded automatically even if placed in the Startup Folder.
A good place to store such a global template might be in a folder in your Word Startup folder named "Temp. Note : Building Blocks templates stored in the Building Blocks folder will not show up in any list of Add-Ins created by Word, unlike those stored in one of the Startup Folders. Style Sets are stored in.
They are not used as the basis for new documents. See [Quick] Style Sets in the Styles chapter. It is a global template, and it is often used as a document template.
Unlike other global templates, Normal. Unlike other global templates, it should not be shared. See You Cannot Share the Normal. Also unlike other global templates, it shares styles with all open documents including other templates. It is possible to change this and have the default new document be based on something else.
The Normal template is the repository for many user customizations. Generally when you have the option of saving a customization like a change to a built-in Style, a new Style, a macro, or a keyboard shortcut to "all documents" or "all documents based on this template," the place you are saving to is the Normal template. Alterations to the Quick Access Toolbar or Ribbon in later versions of Word made from within Word are saved in separate files.
See Modifying the Ribbon UI. Unformatted changes to AutoCorrect are also saved in separate files. See Automated Boilerplate in Microsoft Word. The Normal template is usually considered at least as personal as the locked bottom drawer of someone's desk. People will be offended if you mess with their Normal. If Word is unable to find the Normal.
If you do not change any defaults in a clean installation of Word, there will be no normal template. The installation default for the location of Normal. In some language editions, Normal. Also, at least one virus renames Normal.
Except in unusual circumstances multiple users on one computer or multiple versions of Word there should only be one copy of Normal. Note that when an earlier version is upgraded to Word or above there may be both a Normal. This is quite acceptable, but Word and later do not use the normal.
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