Re: While we're on Word templates

Subject: Re: While we're on Word templates
From: Tony Chung <tonyc -at- tonychung -dot- ca>
To: Dan Goldstein <DGoldstein -at- riveraintech -dot- com>
Date: Tue, 4 Dec 2012 13:21:31 -0800

NO!! Do not set "Automatically update document styles"!!! Otherwise every
time
someone applies direct changes to a paragraph then the template gets
updated. You don't want that.

When standardizing word templates, you are going to encounter file locking
errors if anyone on the network has the shared template open when you try
to update them.

Here is what works:
- Create and update your templates locally.
- Duplicate your templates with released changes into a shared folder.
- Have all staff to copy the template files into their own templates
folder. It helps if IT is on board. IT can run a script to enure the most
recent template version is on the user's HDD when the user logs in.
- Build all your documents from the template located in your local folder.
The reference will update to the user's local folder when the user opens
the document.

This ensures you maintain template integrity and are the sole source of
changes.

-Tony

On Tuesday, December 4, 2012, Dan Goldstein wrote:

> By "central template document," I assume you mean a standard *.dotx or
> *.dotm template. In that case, the ancient Word Templates & Add-Ins
> dialog box still works just fine. Alt+T, I brings up the dialog box.
> Make sure that "automatically update document styles" is selected for
> each document.
>
>
> -----Original Message-----
> From: john.x.posada
> Sent: Tuesday, December 04, 2012 3:50 PM
> To: techwr-l -at- techwr-l -dot- com <javascript:;>
> Subject: While we're on Word templates
>
> I'm looking for a way to point a series of Word 2010 documents (about
> 40) to a central template document so that if changes are made to the
> template document, the changes are automatically reflect in the document
> without having to import the new template changes individually into each
> document.
>
>
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References:
RE: While we're on Word templates: From: Dan Goldstein

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