Global Template Question


Deb McLellan

I am a WP user making the transition to Word (currently Word XP), and am
attempting to understand global templates. I create a global template and
give it a name - create macros to be held in that template with that
template open, and then save it to the startup folder.

With that template open, when I select Macro|Record New Macro, the choices
for saving the macros are "All Documents (" and "Documents based
on". Neither option seems to give me what I want. I
thought there should be a way to save them to the template itself. I can
create the macros fine and they work on my computer - but when I load them
to the server I have problems accessing the macros from other workstations -
even though I think I have pointed those workstations to the correct startup
and workgroup folders.

I appreciate the rambling nature of the email and aplogize for that, but
I've been going around in circles between the manual I have (very basic) and
the various help sites I have accessed. I'm happy to figure it out for
myself, but I think I'm missing some basic understanding of something and I
don't know how better to ask the question at this point.

Thanks for any help.




Suzanne S. Barnhill

Your understanding is fine as far as it goes. The missing piece is that,
although macros in a global template are available to all open documents,
the template itself is not. In order to save new macros (or AutoText or
toolbars) to the global template, you have to have the template itself open
for editing. You may find more useful information in the article at

Some other articles that may be helpful to you in transition from WP:

How Word differs from WordPerfect

Some Tips and “Gotchas” for those who are new to Word
Especially if migrating from WordPerfect

Is There Life After “Reveal Codes”?

WordPerfect to Word converters (and why none of them are perfect)

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.

Charles Kenyon

To edit a global template, it must be open, not simply loaded in memory.
Open means you can look at it on the screen. It will be one of the files
listed on your Windows menu. Loaded in memory means you can find it checked
under the Templates and Addins dialog.

See for step-by-step
instructions on moving / sharing / copying / backing-up customizations
including AutoText, AutoCorrect, keyboard assignments, toolbars, macros,

Charles Kenyon

Word New User FAQ & Web Directory:

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide)

--------- --------- --------- --------- --------- ---------
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.

Deb McLellan

Thank you Charles and Suzanne. That's a ton of useful information!

When I am creating my global template, I understand that file must be open
in my workspace. At one point after copying macros from the
file, one of the instructions is to "use the VBA editor to look at the New
Macros module in your template". With the Global Template open I hit
Alt-F11 and appear to get the list of macros that are loaded into the file. The title bar indicates that I am looking at the Normal
file. I looked around and found something under "View" called "Project
Explorer" and I think I was able to select the newmacros module in my golbal
template file there. Am I correct in thinking that I'm in the right place
for that?

Also, and I apologize if this a very basic question, but I'm wondering, if
you can just copy the macros from, what is the point of requiring
that the global template be open when I am creating those macros?


Charles Kenyon is "the" global template. You can create other global templates
as well but they are different, lesser, global templates.

Macros are stored in modules. The NewMacros module in is the
default storage location for recorded macros.

If you are using a global template other than and want to make
any change to the macros in it, you must have that global template open. You
can use the macros if the template is loaded even though not open.

Each document or template that is open will show up in the project list in
the vba editor. The default name for a project in a template that is created
as a template is "Template Project." The default for documents (or templates
that were originally created as documents.) You can change the name of a
project and I usually change mine to reflect the name of the template. Note,
do this before you attach macros to toolbars!

I also give my modules functional names rather than "NewMacros."
Charles Kenyon

Word New User FAQ & Web Directory:

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide)

--------- --------- --------- --------- --------- ---------
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.

Deb McLellan

Ok --- I did try to attach toobars and now that I've read more, I see that I
did not to that correctly. I am cleaning it all out and starting from

After 25 years in WP, it's difficult to feel so helpless. thanks, again,
for the quick response.



Charles Kenyon

Here is some general info on moving from Word Perfect to Word (probably more
than you want):

Word and Word Perfect work very differently from one another. Each program's
methods have strengths and weaknesses; but, if you try to use one of these
programs as if it were the other, it is like pushing on a string! In the
(short) long term spending the time to learn Word will save you time if you
are spending any time at all (more than an hour a day) using Word.

for information on Word for Word Perfect users.

For more:

Function Keys

In Word 2000 (or later) You can get the function keys to display in a
special toolbar at the bottom of the screen if you want (something like
pressing F3 twice in WP). The following macro will do this.
Sub ShowMeFunctionKeys()
Commandbars("Function Key Display").Visible = True
End Sub

Word's Extend key (F8) gives something similar to block processing.

Formatting and Styles

Learn about Styles - really learn! I resisted for years and now
regret every day of those years because although that string was still very
hard to push, it kept getting longer and longer, and had some very important
projects tied to it! Once you understand styles and the Word concept of
organizing things into Chinese boxes everything falls into place and instead
of pushing a string, you can push a button that turns on the very powerful
text processing machine known as Microsoft Word and it will start doing your
work for you instead of running around behind you trying to undo what you
just thought you did.

Converting documents Word / Word Perfect

Some special characters in Word Perfect documents don't convert well to
Word. There is a macro to assist with this described at and can be found
This was prepared by Edward Mendelson.
Otherwise, look at the macro from
Use these on _copies_!

As for converting documents from Word Perfect to _use_ in Word... In a word,
don't plan on it. I would not recommend using converted documents long-term.
They will be filled with formatting anomolies that will get you at the worst
time. This is especially true of any documents containing automatic
numbering or bullets. Try recreating form documents in Word using the
following process:
In Word Perfect (if you still have it, in Word if not) save your files as
text files.
Use your converted files as references to show you how you want your
formatting to look.
Create a new document in Word and insert the text from the text file. Save
this new document as a Word template. Format it the way you want using
styles, not direct formatting. Save it again.
To use a template within Word, use File => New and pick your template. This
will create a new document for you.

Merge documents have special problems and should be recreated from text
files or retyped in Word. To convert data files, consider generating labels
in WP as a document, converting that to Word, and then using to get a new Word
data file.

Note that conversions usually do create documents that look passable and
print OK; the problems I'm referring to have to do with editing / making
changes, that is, using the documents long-term. (See below on reusing
documents vs. using templates.)

Conversion back to Word Perfect: There is a problem (in addition to the ones
mentioned for conversion _to_ Word) with Version 2002 (XP) and later of
Word. The conversion file only works for conversion _to_ Word, not from Word
to Word Perfect! Earlier versions went both ways. To fix this, you need to
find the old conversion file WPFT532.CNV from a Word 97 or Word 2000
installation and copy it to your new installation, replacing the file of the
same name. Note, the change making the file one-way was done as a security
measure. While I don't know of any problems the old file causes, keep the
new installation's file somewhere as a backup just in case.

Boilerplate and Forms

In WP a lot of people use macros to hold chunks of text - boilerplate. In
Word this function is filled by Templates, AutoText and AutoCorrect, not
macros. Follow the links at for more
information on these tools.

You can use FILLIN and ASK fields or UserForms to query the user. For more
about online forms, follow the links at or especially Dian
Chapman's series of articles. You may also want to look at

Reusing Documents vs. Using templates

General practice in WP is to have a document and copy and edit it to create
a new document. This is not good practice in Word. In Word, construct a
good, tight, template for your documents and use that template when
constructing new documents. Among other things, this can avoid embarrassing
"metadata" ( and things
like surprise headers and footers from creeping into new documents.

It's a lot of reading, I know. It's OK to chunk it down and do a bit each
day, but I would recommend that you make it a top priority to do that bit
each day. In the (short) long run, it will save you both time and grief.

Charles Kenyon

Word New User FAQ & Web Directory:

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide)

See also the MVP FAQ: 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.

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