Need to create a new template that enables users to select from a.

[Shane05]

Need to create a new template that enables users to select from a Dialog box
a template from a choice of different templates. This is for security
classification purposes. So that when a user launches a generic template heis
asked to select the type of secutiy doc that is appropriate for the content
and then launch the appropriate document type.

 

[Charles Kenyon]

There are a number of ways to get new documents from templates. Most require
vba but not all. You may want to take a look at
http://www.addbalance.com/word/templatesmenu.htm.

 

[Bill Foley]

I have a document management system tutorial at the following address that
provides an overview of how to create your own (even has a download you can
use as a starting point):

http://www.pttinc.com/doc_management.html

 

[Shane05]

Thanks Bill and Charles !

So it looks like I would need VBA skills to carry out my project.

Is there not any simpler way of having a generic template that would on
startup ask a question (in a dialog box) about the security classification of
the document.

Depending on the response of the question then would link and open to the
appropriately pre-created security doc type whether it is clasified public or
internal for example.

Would appreciate any further responses.

Cheers,

Shane

 

[Bill Foley]

Word does have "non-VBA" fields like "ASK", "IF", etc., but in most cases it
will require VBA to act on those choices. It certainly appears as though it
is needed for your example. Maybe someone else might have a non-VBA
solution. However, VBA for something like this wouldn't be too hard. If
you provide a little more of the specifics, someone here might be able to
provide some code that will work for you.

 

[Shane05]

Thanks Bill.

The specifics would be :

1. User clicks on the existing generic template to open.
2. On launch a dialog box opens and asks what type of security
classification is the document you want to create:

a. Public
b. Internal
c. Confidential
d. Strictly Confidential

3 The user then clicks the radio button of the security classification doc
type they need.
4. This opens the doc template related to the security classification.

I know there is a lot of details here but if anyone can help provide code
that I could edit then that would be greatly appreciated.

Thanks,

Shane

 

[Bill Foley]

One suggestion. Instead of having the user open a template to select which
template to open (wasted operations), have the user click a toolbar icon
which opens a UserForm (similar to the one in my sample download file). On
this UserForm are four radio buttons and a "OK" and "Cancel" button. The OK
button looks for the template file with the same name as the caption of the
radio button in a particular network folder location and creates a new
document based on that template. The sample file I have on my site
(mentioned earlier) will work perfectly for this.

Have you tried looking at the code and modifying it to suit your needs? Do
these template files exist on a network drive/folder for everyone to use?

Since this will include a UserForm, it will be much easier to help off-line.
The trick in my sample is to specify the drive/folder location of the
templates in the code and be sure to name the files exactly the same as the
caption of the radio buttons on the form. For example if your UserForm
says:

"Select the desired form to open and click OK"

Public
Internal
Confidential
Strictly Confidental

[OK button] [Cancel button]

The file names of your templates need to be "Public.dot", "Internal.dot",
etc. It doesn't have to be that way to work in real life, just with the
code in my example. If you are totally lost and need help doing this, I
would be happy to do it off-line. Provide me the following:

1. Drive/folder location where you want to maintain these templates
2. Exact names of the template files

Obviously you would feel much better about what you have accomplished if you
go through my tutorial and modify my download file and do it yourself,
but... Glad to help!

 

[Shane05]

Thanks Bill - will follow your tutorial and do it that way. Totally
appreciate all your help!

Cheers,

Shane