best way to secure templates

Y

Yve Ke

What is the best way to enable the use of a template when it converts to a
..doc but will not allow to edit the .dot.

I have tried to set the save option 'read only' but it gives me the message
'do you want to open the template as read only etc etc' - but this doesn't
make sense when it converts to a .doc anyway in the opening of the template.
I only want warning messages when someone is trying to edit the .dot, not
the .doc.

Thank you
 
D

DatabaseBen

yes, the .dot being read open only/write protected
will not allow any edits/changes/modifications
made to it to be saved as that dot. Instead,
it will provide the option to be saved as a doc.

saving the modifications as a doc means that
the original dot is intact and ready for reuse.
 
Y

Yve Ke

I understand how templates work but how can I prevent someone opening a
template and changing it.

So File -> New -> find the .dot opening it and in the opening process you
open a .doc - so it doesn't change the .dot anyway. But I want to prevent
someone from ever opening the .dot and changing it - what is the best way ???

Thanks...
Yve
 
Y

Yve Ke

What is don't like is the message that appear telling the person that the
template is read only .... but what does it matter - they will be opeing a
doc anyway if they go through the File -> New command
 
D

DatabaseBen

The one you understand is the easiest and the basic one like a form
letter/thank you letter.
It can be reproduced quickly and simply modify the "to" and "from" and
"date", saving
lots of time for the user.

However there are different types
of templates under the realm of "template"

You need to research
and learn 2 things for Word:

1) Form fields, i.e., creating forms

2) Permissions, i.e., restricting certain form fields and not others.

The third thing you already know is:

3) how to save a template...

Detailed help for the above can be found under help or
Microsoft.com or self help MSWord power books.

As you will see it is a meticulous process that cannot be taught
over the newsgroup. But it should get you into the right direction.
 
Y

Yve Ke

I know all about forms too but i acutally think what I am after is making the
folder read only - that seems to do the trick - it means no one can change
anything in the folder but when you click on the template it allows you to
create a document from the template - what do you think???
Yve
 
D

DatabaseBen

it sounds like a dog chasing his tail.
when a template is opened and read only
the options left for saving it is a doc

but if you want to make the template opened
and disguised as a doc, then you want
to make a macro / vb in that
template that will run the steps
necessary to do the above, automatically
and when the template opens.....
 
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