How do I keep a template attached when sending to folks off-site?

[Guest]

I have a template with autotext, styles and macros attached to a file. The
template is located on the company network. The template attached points to
the "wireless path" of this template so that users can access files from home
(via VPN) and work on the files through the internet.

My problem is when sending these files as attachements in email, or when
users save the files to their local drives, the template unattaches. Is
there a workaround for this?

 

[Jay Freedman]

The only workaround is to include the template in the email as another
attachment, and include instructions for how to save the template into the
User Templates or Workgroup Templates folder on the destination. Because
that path includes the name of the user's profile, that can't be set in
advance.

--
Regards,
Jay Freedman
Microsoft Word MVP
Email cannot be acknowledged; please post all follow-ups to the newsgroup so
all may benefit.

 

[Guest]

Thank you Jay. This is what I thought, however I'm not certain that the
technical abilities of those receiving the file are up to the task of saving,
and attaching a template, but I will give it a try.

 

[Tony Jollans]

Hi Cheryl,

My problem is when sending these files as attachments in email, or when
users save the files to their local drives, the template unattaches.

That isn't actually correct. The template remains 'attached' to the
document.

When Word opens a document it follows a set of rules about which actual
template to open, taking into account, but not necessarily using, the
attached one. In particular it uses a template in the same folder as the
document in preference to the attached one if it has the same name (name
only, not path) as the attached one.

If you send your document and template together in a single folder then, if
that folder is saved by the recipient and the document in it opened, the
template in it will be used.

If users save local copies they need to save a copy of the template in the
same location as well. You could, perhaps, write a special save-to-local
macro which copied the template and document together.