PC Review


Reply
Thread Tools Rate Thread

custom templates and documents based on template

 
 
Shandy Elliott
Guest
Posts: n/a
 
      22nd Oct 2009
This is what I want to do, and for the life of me, I can't get it done or
find the solution online. I think I'm over-thinking the issue.

I created a "base" document with particular styles and colors (ie. tables)
with fields for client contact information - saved it as a template. I then
create other documents based on this template in which I actually fill out
the contact fields, then save those documents in respective client folders.

What I want now is if I need to update any part of the template (header,
footer, colors, etc), I want ALL other documents based on this template to be
updated whether I have to open these documents and click something or these
documents auto update.

Am I looking for a feature already in MS Word 2007, or is it a macro I need
to find, etc.? Please help...
 
Reply With Quote
 
 
 
 
Jay Freedman
Guest
Posts: n/a
 
      22nd Oct 2009
On Wed, 21 Oct 2009 17:56:01 -0700, Shandy Elliott <Shandy
(E-Mail Removed)> wrote:

>This is what I want to do, and for the life of me, I can't get it done or
>find the solution online. I think I'm over-thinking the issue.
>
>I created a "base" document with particular styles and colors (ie. tables)
>with fields for client contact information - saved it as a template. I then
>create other documents based on this template in which I actually fill out
>the contact fields, then save those documents in respective client folders.
>
>What I want now is if I need to update any part of the template (header,
>footer, colors, etc), I want ALL other documents based on this template to be
>updated whether I have to open these documents and click something or these
>documents auto update.
>
>Am I looking for a feature already in MS Word 2007, or is it a macro I need
>to find, etc.? Please help...


You can transfer updated *styles* from the modified template to one
document at a time. Quoting from
http://www.shaunakelly.com/word/atta...ate/index.html,

# You can copy styles from the document to its template, or vice
versa. To do that, Tools > Templates and Add-Ins. Click Organizer.

# You can update the document with its template's styles. To do that,
Tools > Templates and Add-Ins [note: this is for Word 2003; see below
for Word 2007]. Tick the Automatically Update Document Styles box.
Then, immediately go back and un-tick that box. Don't leave the box
ticked.

[Word 2007: First go to Office button > Word Options > Popular and
check the box to show the Developer tab of the ribbon. On that tab,
click Document Template to get the same dialog as in 2003.]

Every other possible change in the template will have to be copied
from the template and pasted into the documents.

It would be possible to write a macro to make these updates, but it
would have to be written specifically for the changes in that update
and modified again for later updates. One thing that makes this
especially difficult is that a document knows what template it's based
on, but the template *does not* know what documents are based on it.
You'd need some way to specify which documents need updating.

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit.
 
Reply With Quote
Reply

Thread Tools
Rate This Thread
Rate This Thread:

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are On
Pingbacks are On
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Custom Template not listed with Standard Templates mzurek Microsoft Word Document Management 0 5th Mar 2010 06:09 PM
Spell Checking Documents created by custom Templates =?Utf-8?B?R3JlbWxpbiBTdGV2ZQ==?= Microsoft Word Document Management 3 11th Apr 2006 09:25 AM
Problems opening documents based on templates =?Utf-8?B?RGF2ZQ==?= Microsoft Word Document Management 1 28th Feb 2006 11:10 AM
Getting a custom template to appear in list of design templates =?Utf-8?B?amFtaWVfc2FtYW50aGE=?= Microsoft Powerpoint 1 29th Apr 2005 05:54 PM
How do I save documents based on certain templates to a specific . =?Utf-8?B?YW5keXQ=?= Microsoft Word Document Management 1 11th Feb 2005 04:22 PM


Features
 

Advertising
 

Newsgroups
 


All times are GMT +1. The time now is 07:00 AM.