template protection

  • Thread starter Thread starter Gunnilla
  • Start date Start date
G

Gunnilla

Hello!

How can I protect a .dot template (that I created) from
modification by template users? It seems when you are
using a document based on a template and you modify a
style, you have the option of applying that modification
to the template.

Any way to prevent that?

Thank you in advance :)
 
Thank you for your suggestions. Am still in the dark....

I have held a training session on how to use the template
and how to avoid modifying it etc. And as you noted, when
we all use the template we do open it as you suggested -
as a blank Word document.

Nonetheless, I still want to safeguard the template
against accidental changes. Despite the training session
and everyone's awareness of proper template useage, we're
a large-ish company and there's always the possibility of
a goof up in this respect.

Is having specific, open-text fields that really the only
way to protect the template? It would be preferable to
not do that here - too structured. I can't imagine Word
is designed so that this is the only way to protect a
template....

Any suggestions?

Thanks again.
-----Original Message-----
Multiple problems here. First, a user should open a
template by double-clicking on it, and not doing a right
click > open. Doing a right-click > open actually opens
the template and users shouldn't be doing that. When they
double -click to open, it will open a blank Word document
that they can then save as their own file and have all the
features of the template and keep the template in its
original form.
Second, when a user applies a style, they should always
reapply, and not updating the style already there. You
really should have a training session for your users on
the proper use of styles.
Third, if you really want to be extreme, and depending on
the document you have, you can always set up a protected
document and have specific open text fields so users can
type only in those areas and not anywhere else.
 
Having open text fields is extreme. Not recommended, but something to throw out. I can understand kepping the template a little more open. Once a user has opened the document from the template as their own document, I can't see how it would then change the template. And I stress enough that users should reapply styles, and not rewrite the current one. (second choice, not the default first choice in the reapply box)

You might want to keep a "master template" just in case someone somehow changes their own copy of the template. Depending on the environment you are in, and if you (a company) have it you can put your template in a document management system (Documentum or Qumas) that people can access without changing it and minimize the version control issues

Sharo

----- Gunnilla wrote: ----

Thank you for your suggestions. Am still in the dark...

I have held a training session on how to use the template
and how to avoid modifying it etc. And as you noted, when
we all use the template we do open it as you suggested -
as a blank Word document

Nonetheless, I still want to safeguard the template
against accidental changes. Despite the training session
and everyone's awareness of proper template useage, we're
a large-ish company and there's always the possibility of
a goof up in this respect

Is having specific, open-text fields that really the only
way to protect the template? It would be preferable to
not do that here - too structured. I can't imagine Word
is designed so that this is the only way to protect a
template...

Any suggestions

Thanks again
-----Original Message----
Multiple problems here. First, a user should open a
template by double-clicking on it, and not doing a right
click > open. Doing a right-click > open actually opens
the template and users shouldn't be doing that. When they
double -click to open, it will open a blank Word document
that they can then save as their own file and have all the
features of the template and keep the template in its
original formreapply, and not updating the style already there. You
really should have a training session for your users on
the proper use of styles.the document you have, you can always set up a protected
document and have specific open text fields so users can
type only in those areas and not anywhere else.
 
Hi there,

Three options, you can actually use all of them at the same time if you
want!.

1)
If you want all company templates to be protected like that...
Work it out with the IT people at your company:
Place all the templates in a folder with limited access rights, general
users would have only Read access, so they would not be able to modify its
content.

2)
If that is too much trouble... (It is not always easy to change company
network rights... IT people can be "distant"!) Or if you want to selectively
apply this policy to some particular templates...
When you finish setting up your template as you want it, make it Read Only:
In the Windows Explorer window, select your template;
Right click it;
Select properties;
Check Read only at the bottom;
Hit OK.

3)
The above two methods should be OK, but if users try (intentionally or not)
to change the template they will be prompted to give it another name... If
they think they should rename it, the original will be left intact, but
after a few months you could end up with a 200 templates where you had only
3! (Unless the first method is used)
So, when you have finished your template, do the following:
Before closing it, do ALT-F11;
You will be taken to the VBA IDE window;
Locate your template name in the project pane on the left;
Under its name you should see something called "ThisDocument";
Double-click on it to activate its code window;
In the code window to the right, you will see two dropdown list at the top;
In the one on the left, select "Document";
The following will appear in the code window:
Private Sub Document_New()

End Sub
Ignore that;
Place the cursor under the "End Sub";
Go to the next dropdown list;
Select "Close";
The following will appear with the cursor in the middle:
Private Sub Document_Close()

End Sub
Just where the cursor is, between the "Private ..." and "End...", type or
paste the following:
ActiveDocument.AttachedTemplate.Saved = True
This will prevent the prompt asking them if they want to save the template
when they close the document (but not when they save their document, then
Word tries to save the template as well). But this way, you'd be covered
most of the time. This is why method three alone is not enough.

Finally, the only training you would need regarding this issue is to tell
users to say no when the prompt comes up asking them if they want to save
the template (if you used method two, they won't be able to anyway!).

HTH

--
Cheers!
_______________________________________
Jean-Guy Marcil - Word MVP
(e-mail address removed)
Word MVP site: http://www.word.mvps.org
 
Hi Sharon

There are many in which working on a document based on an attached template
will modify the template. The problem "Gunnilla" referred to is specific to
styles: If you open the style pane, change a style and then check the
"Update template style" option, you have just changed the template. Changes
to a custom toolbar is another way. Autotext is yet another...

HTH
--
Cheers!
_______________________________________
Jean-Guy Marcil - Word MVP
(e-mail address removed)
Word MVP site: http://www.word.mvps.org


Sharon said:
Having open text fields is extreme. Not recommended, but something to
throw out. I can understand kepping the template a little more open. Once a
user has opened the document from the template as their own document, I
can't see how it would then change the template. And I stress enough that
users should reapply styles, and not rewrite the current one. (second
choice, not the default first choice in the reapply box)
You might want to keep a "master template" just in case someone somehow
changes their own copy of the template. Depending on the environment you are
in, and if you (a company) have it you can put your template in a document
management system (Documentum or Qumas) that people can access without
changing it and minimize the version control issues.
 
Couldn't you also add a "Password to modify"?

--
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.
 
Write-protect your template. In Windows, right-click on the template's icon
and select properties. On the General tab, check the box for read-only.


--

Charles Kenyon

See the MVP FAQ: <URL: http://www.mvps.org/word/> 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.
 
i´ve tried entering that code but i am still asked if i want to save the template when i close the document
I would like to get rid of the message. Any idea as to why it´s not working
Also is there any way to remove the message that appears when i save the document
Thanks
 
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