How do you force a Save As in a Word based form?

[Guest]

I would like to force users of my Word document form to do a "File/Save As"
so they will not leave the boxes filled in when they exit. Can this be done
of do I have to make it a template? If I do how do I make it easy enough for
them to access the form?

 

[Guest]

First create your form then protect it by applying the 'read only' option.
You will find this under Tools, Options and Save Tab then check the 'Read
Only' box. When users open the file a pop up messge will ask them if they
want to open the file as 'ready only' which allows them to open and use the
form, but when they click save instead of writing over the original the
'save-as' box appears. Hope this helps.

 

[Guest]

I got a chance to try the suggestion. I went to Tools, Options, Save but I
do not have the 'Read Only' box; I have the following:

Always create backup copy Prompt for document properties
Allow Fast saves Prompt to save Normal template
Allow background saves Save date only for forms
Embed True Type fonts Embed linguistic data
[two items grayed out]
Make local copy of files stored on network or removable drives
Save AutoRecover info every: 10 minutes
Embed Smart tags
Save smart tags as XML properties in Web pages

Default Format:
Save Word files as: Word Document (*.doc)
Disable features introduced after: [grayed out]

What do I do now?

Thank you.


Diane R.

 

[Suzanne S. Barnhill]

You create the form as a template. The default action for templates (.dot
files) is New, which creates a new unnamed document; the first Save is
always a Save As.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA

Email cannot be acknowledged; please post all follow-ups to the newsgroup so
all may benefit.

I got a chance to try the suggestion. I went to Tools, Options, Save but I
do not have the 'Read Only' box; I have the following:

Always create backup copy Prompt for document properties
Allow Fast saves Prompt to save Normal template
Allow background saves Save date only for forms
Embed True Type fonts Embed linguistic data
[two items grayed out]
Make local copy of files stored on network or removable drives
Save AutoRecover info every: 10 minutes
Embed Smart tags
Save smart tags as XML properties in Web pages

Default Format:
Save Word files as: Word Document (*.doc)
Disable features introduced after: [grayed out]

What do I do now?

Thank you.


Diane R.

First create your form then protect it by applying the 'read only' option.
You will find this under Tools, Options and Save Tab then check the 'Read
Only' box. When users open the file a pop up messge will ask them if they
want to open the file as 'ready only' which allows them to open and use the
form, but when they click save instead of writing over the original the
'save-as' box appears. Hope this helps.

 

[Charles Kenyon]

Your form should be a template, not a document. It should be stored in one
of the regular templates folders. The way to use it is to create a new
document (File > New) based on the template. Then when it is saved, it will
be saved as a document and a new name can be assigned.

For more on the different kinds of templates, tabs on the file new dialog,
and locations of templates folders see
http://addbalance.com/usersguide/templates.htm.

You may also want to look into what Word calls an "online form." Check this
in help. For more about online forms, follow the links at
http://addbalance.com/word/wordwebresources.htm#Forms or
http://word.mvps.org/FAQs/Customization/FillinTheBlanks.htm especially Dian
Chapman's series of articles.

Hope this helps,
--

Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.

I got a chance to try the suggestion. I went to Tools, Options, Save but I
do not have the 'Read Only' box; I have the following:

Always create backup copy Prompt for document properties
Allow Fast saves Prompt to save Normal template
Allow background saves Save date only for forms
Embed True Type fonts Embed linguistic data
[two items grayed out]
Make local copy of files stored on network or removable drives
Save AutoRecover info every: 10 minutes
Embed Smart tags
Save smart tags as XML properties in Web pages

Default Format:
Save Word files as: Word Document (*.doc)
Disable features introduced after: [grayed out]

What do I do now?

Thank you.


Diane R.

First create your form then protect it by applying the 'read only'
option.
You will find this under Tools, Options and Save Tab then check the 'Read
Only' box. When users open the file a pop up messge will ask them if
they
want to open the file as 'ready only' which allows them to open and use
the
form, but when they click save instead of writing over the original the
'save-as' box appears. Hope this helps.