Office & Productivity Software forum

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Saving a "form" Template

by Tareq_1 / July 16, 2006 1:40 PM PDT

I've been trying to make up a form that I can just bring up in Word and type in the info needed and import some photos and thats it. I can make the form that I want and save it but, when I open it back up and try to type on the lines it's like I never saved it and it starts to modify the form. Any Ideas would be appreciated.

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Saving and using a .DOT (Word template)
by ChuckT / July 16, 2006 4:28 PM PDT

When you save a Word document as a template it is automatically given the extension of ''.DOT'' (not a .DOC) and usually placed in the ''Templates'' folder (path=\Documents and Settings\<username> \Application Data\Microsoft\Templates) but your location might be different depending upon how your Word installation was done, or if someone has modified the usual file saving locations.

(NOTE: Just renaming a .DOC file to .DOT will not make a Word document into a proper Word template.)

Later, when you use the ''New Office Document'' selection tool you will see your saved Word template in the selection of tabbed folders there (and by default it should be the ''General'' tab).

When you select that, or any true Word template (true being a real .DOT file) then you will see your form opened and given the temporary name of ''Document0'' (where 0 would be a number starting at 1, but it may be more depending upon how many times your have started a New Document in this session.

In your explanation ''when I open it back up and try to type on the lines it's like I never saved it and it starts to modify the form'' sounds exactly like what is supposed to happen. When you go to save that properly opened .DOT file, it will save it as a .DOC file, and your .DOT file will remain untouched.

If you are trying to circumvent the normal Word .DOT creation/saving process (as I have seen many people do, and wonder why things are not working as they should) then you may consider how you are using the Word tools. Usually people work harder than they need to, by coming up with their own ''form/template'' creation and managing procedure. Then they have to always ensure that their idea of a ''template'' does not get accidentally over-written. (Just tooooo much work!)

I hope this helps in trying to explain what the expected process should be. If not, then tell me where any other confusion might be, and I'll give it another go at explaining it.

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Create a form
by entrecon / July 16, 2006 10:53 PM PDT

The first reply here does an excellent job at expaining creating templates. If, in addition, you want to only type in certain areas, you can add in Form fields and then LOCK the form. This would be done prior to saving the template.

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