Require different default save folders for different templates - .

[Guest]

Different people in my company access the same templates, but save the
documents they generate from them to various and arbitrary folders...mostly,
their own My Documents folders, creating a minor filing nightmare. To
overcome this disarray I want the documents (template by-products) to be
more or less self-filing - each one showing the correct folder, by default,
when they click save. Moreover, the folder I specify as the default folder
will be different, depending on the template. How can I achieve this?
Wouldn't it be great if, when you first create a document, then do a Save As
Document Template, a window opened asking "Which folder do you want documents
created from this template to go?"

 

[Bill Foley]

You can probably force a specific folder location via VBA code, but there
are other options. each user can open Word, click "Tools", "Options", "File
Locations" TAB, and set the "Documents" folder location to a master folder
on a network drive that everyone has access to. This main folder will then
show subfolders for the user to choose from. Not perfect, but it works.

Secondly, I need to make sure you are talking the right terminology. Your
phrase, Wouldn't it be great if, when you first create a document, then do a
Save As Document Template..." has me wondering. Are you talking about
creating boiler-plate templates for all to use? If so, there are means by
which they can be put on a network folder location for easy access. If you
are talking about documents, be careful on your wording. You don't do a
"File", "Save as Document Template" when you have created a document based
on a template!

Holler back if you have questions.