Word .doc to become Template?

[Mike Kennedy RN]

Hi All, I've created a Word document I want to use over and over again in
the future, for my clients. I don't want it to "open" as a changable
document. Should I make it into a template? Is that what I want? It's to be a
document I can go back to and "fill-in" the lines with individual data and
then save (and print) that form and (new) date. Any Ideas?
Thanks!!

 

[John W. Vinson]

Hi All, I've created a Word document I want to use over and over again in
the future, for my clients. I don't want it to "open" as a changable
document. Should I make it into a template? Is that what I want? It's to be a
document I can go back to and "fill-in" the lines with individual data and
then save (and print) that form and (new) date. Any Ideas?
Thanks!!

Please post this Word question on a Word newsgroup. This group is for a
different program, Microsoft Access. The webpage can be confusing and may have
misled you.

But... yes, that's the purpose of templates.

 

[Frank H]

And...
You want to layout your page with a table(s), then put form fields into the
approriate cells in your table(s). Change the table row properties so that
the row is a fixed height, if you don't want the user to cause your rows to
wrap to multiple rows.
Then, protect the document for forms.
Finally, you save it as a template.