Forum Discussion
forcing Word templates to save as new documents
The secret is to save templates as templates, not documents. Open your "template" and select Save As... Choose Save As Type Word Template (.dotx, rather than the standard .docx). Word likes to relocate templates to default template folders, so be sure to check the folder into which it will be saved.
When users double-click, it will automatically create a new Document X and force them to give it a new filename when saving.
To edit your template, select Open from Word > File OR, in File Explorer, right click on the file name and select Open.
- GREENCRESTMay 27, 2020Copper Contributor
Unfortunately this isn't working the way its supposed to. I saved the files as a dotx file but instead of forcing a resave, it will overwrite the template file. If I mark the file as read-only, it forces it that way, but just saving it as a template doesn't do it.
- Colleen KayterMay 27, 2020Brass Contributor
How are you accessing your .dotx files? Are you going to Word > File > Open...? If so, that's your edit mode. If you choose New instead of Open, then select Personal rather than Office, you should be able to use templates instead of editing them.
- McFlyMDJan 21, 2021Copper Contributor
Colleen Kayter but if you do that, open from New instead of Open, how do you get the template into the document?