In Word 2003 I could just save it as a template in the default template
folder and it would show up under My Templates (or whatever it's called). In
2007, though, I don't know how to get it to show up there. Any tips?
The principle is exactly the same in 2007: You save the template in
the templates folder (identified as the User Templates location in the
options dialog), and then it will be visible in the File > New dialog.
What's different is that in 2007, for no apparent reason, the File >
Save As dialog no longer switches automatically to the User Templates
folder when you set the file type to Word Template (*.dotx) or
Macro-Enabled Template (*.dotm). You have to choose that folder
manually.
To make this easier for yourself, add the User Templates folder to the
list of quick-access locations on the left side of the Save As dialog:
- First be sure you know where the folder is. By default it's
C:\Documents and Settings\<your name>\
Application Data\Microsoft\Templates
but it could have been changed. To verify, click Office button >
Word Options > Advanced, scroll to the bottom, and click the File
Locations button; select User Templates; click the Modify button;
and open the dropdown at the top to see the full path. Cancel to
avoid changing anything.
- Open the File > Save As dialog. Navigate to the User Templates
folder. Right-click a blank spot in the left-hand pane and choose
"Add 'Templates'" (or whatever folder you're adding to the list).
Files added to the Workgroup Templates location (which can be anywhere
on your PC or on a network) will also appear in the File > New dialog.
Also, you can use Windows Explorer to move templates that you've
already saved in other folders to the User Templates location, and
then they'll appear in the File > New dialog.
--
Regards,
Jay Freedman
Microsoft Word MVP
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