How can I force "safe as" on a completed form

[Nova Scotia Tony]

Have completed a form and locked it up so it cannot be altered. How can I
force anyone completing the form to "save as" ... rather than "save". If
they click "save" ... an some will, it will overwrite the original form. If
I could force a "save as" it would prevent them from overwriting the template
Thanks for any advise
Tony Brennan

 

[Gordon Bentley-Mix on news.microsoft.com]

Tony,

If your form is truly a template (i.e. saved in .dot, .dotx or .dotm format
- and not just by changing the extension in Windows Exploder) then when a new
document is created from it, that document, when saved, will not overwrite
the template. However, if you have simply created a document (.doc, .docx or
..docm format) and are trying to use it as a template, then a bit more work is
required. Most likely you will need some sort of macro that intercepts the
'Save' event and forces the user to execute a 'SaveAs' event instead. I would
strongly warn against this approach; it is fraught with problems - the most
obvious being that you'll need some sort of process to bypass the macro
if/when you make changes to the form and you actually *do* want to save over
the existing "template" - and it's really a duplication of what Word does
natively when using a real template.
--
Cheers!

Gordon Bentley-Mix
Word MVP

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[Graham Mayor]

It should also be mentioned that if you are using a document as a 'template'
as described by Gordon, that you cannot force users to run macros against
their wishes. Security considerations may thwart your efforts if you adopt
that approach.

--
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Graham Mayor - Word MVP

My web site www.gmayor.com

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[Gordon Bentley-Mix]

Good point Graham. Thanks for pointing this out.
--
Cheers!

Gordon Bentley-Mix
Word MVP

Please post all follow-ups to the newsgroup.

Read the original version of this post in the Office Discussion Groups - no
membership required!

 

[Nova Scotia Tony]

Thanks guys that was very helpful and I have now cracked the problem ... or
rather ..... you have cracked the problem for me.