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GREENCREST's avatar
GREENCREST
Copper Contributor
May 21, 2020

forcing Word templates to save as new documents

I'm trying to set up a Word template to force users to save their file as a new Word document instead of overwriting the template file, but not having any luck in getting it to work. I've attached a ...
Badearth5's avatar
Badearth5
Copper Contributor
Sep 14, 2022

GREENCREST  I have found that the secret is in how you open the Template. If you go to File:Open you are working in edit mode on the template itself. If you double click on the closed Template, then it will force you to save as a new document.

Mezzomama's avatar
Mezzomama
Copper Contributor
Jan 13, 2024

Badearth5 It would be very nice if the double click worked as it used to and actually opened a new document, or if a right click brought up 'New' as an option, but lately the double click only opens the template (and if you don't check the small print at the top of the screen you may not notice it's .dotx) and right-clicking gives a menu with no 'New' option unless you go down to 'Other' where it is now hidden away. I've complained about this before, including sending in screenshots; there seemed to be a temporary fix, but now it's reverted. In what possible world do people want to edit a template more often than they create a new document from it?

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