I can't save a Template

J

Jem

I am being stupid. I want a Service Invoice. I can find it on Office Online,
but I cannot for the life of me understand how to save this for future use
when I'm not on-line. I thought there was already an Invoice Template in
Office 2003 but clearly I'm wrong - unless I'm looking in the wrong place.
I'm using the Start Menu 'New Office Document' link in XP / SP2, and I can
see no sign of 'Invoice' in there. Assuming I do need to save this template,
somewhere / somehow (!!!), how do I do it so that it appears in the 'New
Office Document' dialogue in the future.

Thanks
 
B

Beth Melton

Make your modifications to the invoice you found online, use Save As and
change the Save As type to Word Template. This should automatically place
you in your User Templates folder which is used for the New Office Document
dialog box so once you save your template in that folder it should display
in the dialog box.

Please post all follow-up questions to the newsgroup. Requests for
assistance by email cannot be acknowledged.

~~~~~~~~~~~~~~~
Beth Melton
Microsoft Office MVP

Coauthor of Word 2007 Inside Out:
http://www.microsoft.com/MSPress/books/9801.aspx#AboutTheBook

Word FAQ: http://mvps.org/word
TechTrax eZine: http://mousetrax.com/techtrax/
MVP FAQ site: http://mvps.org/
 
J

Jem

Thanks! It always appears in the dialogue as 'INVOICE.dot'. Is there any way
of giving it a sensible name that appears there? Like 'Invoice' or 'Service
Invoice'?
 
B

Beth Melton

What you see in the dialog box is the same as the file name so if you rename
the file it should change. Do note that the file extension is something you
can't suppress (as yit is in the built-in templates), unless you want to
turn off the view of file extensions in Windows.

Please post all follow-up questions to the newsgroup. Requests for
assistance by email cannot be acknowledged.

~~~~~~~~~~~~~~~
Beth Melton
Microsoft Office MVP

Coauthor of Word 2007 Inside Out:
http://www.microsoft.com/MSPress/books/9801.aspx#AboutTheBook

Word FAQ: http://mvps.org/word
TechTrax eZine: http://mousetrax.com/techtrax/
MVP FAQ site: http://mvps.org/
 
H

Herb Tyson [MVP]

You can navigate to the templates folder and rename it however you want. If
it's showing up as INVOICE.dot, then either a) that's the name you accepted
when you saved it, or b) when you saved, you saved to a different location.

In a blank new document, choose File - Save As, and set Files of type to
Document Template (*.dot), word automatically switches to your templates
folder. Once there, set the view to Details, and click the Name column to
sort by name. Find the invoice template, right-click it and choose Rename.
Type a new named (e.g. Service Template.dot -- you do need the .dot
extension), then press Enter to close the name editing session. Then click
Cancel (i.e., your only reason for choosing Save As was a quick shortcut for
getting to the templates folder).

Now, when you choose File - New - On My Computer, the renamed invoice
template should be incuded in the General tab.
 
J

Jem

Ah, no - I meant...in the view of the templates that you see in the 'New
Office Document' dialogue, they all appear by name but do NOT include the
..dot extension (looks neater). I understand how to rename my templates, I
just want to shorten the name that 'Office' displays, like the others.
Possible?
 
H

Herb Tyson [MVP]

To hide .dot, you'd need to set your folder options (in Windows Explorer) to
Hide extensions for known file types.

Personally, I don't like that settings... when I click on a file, I want to
know exactly what I'm clicking on. But, clearly, YMMV.

In Windows Explorer, choose Tools - Folder Options - View tab, and enable
the Hide extensions... option.

Note: I'm using Vista, so the exact steps might be different in your version
of Windows.

--
Herb Tyson MS MVP
Author of the Word 2007 Bible
Blog: http://word2007bible.herbtyson.com
Web: http://www.herbtyson.com
 
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