How do I transfer WORD 2003 Templates for use in WORD 2007?

[Guest]

I have several different types of WORD 2003 Templates, which I use to create
various types of LEGAL DOCUMENTS -- most of these all have OUTLINE FORMATS
that I have created over several years.

Do I open the .dot of these TEMPLATES and then save them as .dotx (or
whatever it is in 2007)?

These TEMPLATES have several "STYLES" that do not seem to transfer to the
STYLE window in WORD 2007 (at least not automatically).

Thank you.
September 5, 2006
San Diego, California

 

[Jay Freedman]

Select the template itself in the File > Open dialog. The title bar
should contain the notation "(Compatibility Mode)" after the
template's name.

Now click the Office icon (File menu) and choose the Convert command.
The template will be upgraded to 2007 format, and the "(Compatibility
Mode)" notation will disappear.

Finally, use File > Save As to save the upgraded template. If it
doesn't contain macros, save it in the default .dotx format. If it
does contain macros, you have to manually change the "Save as type"
box in the Save As dialog to save it in the macro-enabled .dotm format
(you'll get a warning box first).

There shouldn't be any problem bringing along styles. Maybe the
template's styles just aren't being shown in the ribbon. Press
Ctrl+Alt+Shift+S (or click the little button at the bottom right
corner of the Styles section of the ribbon) to open the Styles task
pane, and then click the third button at the bottom (tooltip "Manage
Styles"). That will show a list of all the currently defined styles,
and lets you manage which ones will be shown in what order.

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

 

[Guest]

Jay Freedman: Thank you for your response.
I want to advance along the same "thread":

How would I "overlay" one these newly converted TEMPLATES onto an existing
document, so that the document will thereafter assume all they style of the
template?

For example: I prepare various types of legal documents. Oftentimes they
start out as a check list of required items that my client sends me in a WORD
letter. Usually those were originally crafted using a particular OUTLINE
NUMBERING style -- but one which I does not work with the document I wish to
create.

In WORD 2003, I would simply click on the TOOLS button and then open up the
TEMPLATE window, and select a different TEMPLATE -- my OUTLINE NUMBERED
TEMPLATE and -- Voila! -- the entire document is automatically converted over
to my STYLE -- FONT, different sized fonts for HEADINGS, indents, etc. etc.

I have been trying for 4 days to discover how to to this in WORD 2007 --
with no luck.
The closest I came was creating a "NEW" document using my TEMPLATE and then
COPYING the other document texted outline onto it. ALAS, in doing so, the
transition was not smooth at all -- some levels of outline worked, some did
not. LEVEL 3 disappeared entirely!!

Very frustrating.

Can you point me in the right direction? Is there a road?

Thank you. S

 

[Patrick Schmid]

Office button, Word Options, Add-Ins. In the Manage combobox select
Templates, then hit Go. This should give you the same template dialogs
you got in 2003.

Patrick Schmid

 

[Guest]

Patrick:
You are the man!
That worked absolutely perfect!
THANK YOU!!!!

 

[Guest]

Select the template itself in the File > Open dialog. The title bar
should contain the notation "(Compatibility Mode)" after the
template's name.

Now click the Office icon (File menu) and choose the Convert command.
The template will be upgraded to 2007 format, and the "(Compatibility
Mode)" notation will disappear.

Finally, use File > Save As to save the upgraded template. If it
doesn't contain macros, save it in the default .dotx format. If it
does contain macros, you have to manually change the "Save as type"
box in the Save As dialog to save it in the macro-enabled .dotm format
(you'll get a warning box first).

There shouldn't be any problem bringing along styles. Maybe the
template's styles just aren't being shown in the ribbon. Press
Ctrl+Alt+Shift+S (or click the little button at the bottom right
corner of the Styles section of the ribbon) to open the Styles task
pane, and then click the third button at the bottom (tooltip "Manage
Styles"). That will show a list of all the currently defined styles,
and lets you manage which ones will be shown in what order.

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

 

[Guest]

Are there limits to the conversion? When I follow these instructions, any
attempt to open a new document using the .dotm template created causes WORD
to crash. I have several macros in the template, including an Autonew and
one that updates all the storys indexes etc in a document.