Forum Discussion
Problem transferring my Word shortcuts to clean local installs of Word using custom .dotm -> AppData
Chris Woodman's utility is not an .exe file. His original is a .dot template and my updated version is a .dotm template.
Styles should be stored in document, not global templates. The Normal template is an exception but should not be a shared template. Look into using a Workgroup Templates folder to hold your document templates. You can copy styles from one template to another using the Organizer. You should also look into storing some style customizations in [Quick] Style Sets. See my article [Quick] Style Sets and Word Themes in Microsoft Word.
- You can set your Word Startup Folder to be any folder you want. You do not use templates in the startup folder as the basis for new documents. These are Global Templates that share many customizations with all other documents and templates when they are "loaded.." They are automatically loaded by being in the Startup Folder.
- When you double-click on a .dotx or .dotm template, it creates a new document based on that template and is attached to that template. See What is the relationship between a Microsoft Word document and its template? Keyboard shortcuts, macros, and QAT modifications in a document template are not inherited by the document but are available so long as the template is attached. The same modifications that are in a global template are available in all documents on a machine where that template is loaded. Styles in a template become styles in the document and travel with the document.
- Editing, renaming, and copying templates that contain keyboard shortcuts does not change the shortcuts.
- I keep my Normal.dotm, my User Templates Folder, my Workgroup Templates folder and my Startup Folder in folders on my computer which are synced to Dropbox. I have all of my computers synced to the same Dropbox folders but the settings for the file locations of those are the local files that are synced. I am not that trusting of cloud folders. In addition, I regularly backup my Normal.dotm file using a macro. Backup Normal.dotm template using a macro
- My custom building blocks are virtually all stored in global templates, not in the Building Blocks.dotx file nor the Normal.dotm file.
- See Word 2007 & Later Key Data File Locations for other files that you may want to be backing up, especially including language-specific custom dictionary files and AutoCorrect. See How to Backup/Copy/Move AutoCorrect Entries and Mastering the Spelling Checker by Suzanne Barnhill, MVP .
For keyboard shortcuts, QAT modifications, and building blocks, you do not need a .dotm file. A .dotx will work fine. You need a .dotm if the file is also to contain macros. Any keyboard shortcuts to macros and any QAT buttons for macros should be stored in the same file that contains the macros.
For portability you do not want these stored in your Normal.dotm file but in one or more custom templates. To work for all of your documents, they go in the Word Startup Folder. This makes them "global templates."
Keyboard shortcuts can be copied to a different template using an old utility written by Chris Woodman.
Resources:
- Assigning Keyboard Shortcuts in Microsoft Word 2007-2021 (365)
- Global Templates
- Startup Folder
- Chris Woodman's Keyboard Shortcut Organizer
- Modifying the Quick Access Toolbar (QAT) in Microsoft Word
- Where can Building Blocks be stored?
- Organizing your macros by Beth Melton, Word MVP
- Organizing your Add-Ins by Greg Maxey
Thankyou for your reply Charles.
- Re: dotm vs dotx, that's useful information, thankyou. I don't currently rely on any macros so I will probably revert to dotx
- So you're saying that, when moving between several machines, it's easier to leave normal.dotm alone and have a one or more dotx files with styles and keyboard shortcuts in them? Sub questions:
- Because of my university intranet setup, my Word startup folder (which I think is AppData\Roaming\Microsoft\Templates?) is not shared across the many PCs I use. If I simply store them in a OneDrive folder and double click them to use them, will I be safe from losing my keyboard shortcuts?
- Does changing a dotx filename destroy the keyboard shortcuts associated with it?
- When I double click a dotx, it makes a new unsaved document. Will these documents reliably inherit the shortcuts of the dotx file that I double-clicked to create them? Including when moving across machines?
- Thanks for Chris Woodman utility. This will be handy on my laptop, but won't be an option at the university because they disallow exe files.
cedi0003 wrote:Thank you for your reply Charles.
-
- Because of my university intranet setup, my Word startup folder (which I think is AppData\Roaming\Microsoft\Templates?) is not shared across the many PCs I use. If I simply store them in a OneDrive folder and double click them to use them, will I be safe from losing my keyboard shortcuts?
The Word Startup Folder which holds global templates, the User Templates folder that holds the Normal.dotm file, and the Workgroup Templates folder should be separate folders. They serve different purposes. There is a fourth templates folder location as well: The default save location for custom templates. I have that designated to be the same folder as my User Templates Folder but it can be separate and is separate by default.
See File New Variations in the Versions of Word for details.
With very, very, few exceptions, templates stored in the Startup Folder are never used as the basis for new documents. Those in the Workgroup Templates folder and the User Templates folder are used for that.
Most of the links about templates are to my chapter on templates.
Thank you Charles. The "What is the relationship between a Microsoft Word document and its template?" essay was very useful and to-the-point (although the inner-workings of Word are amusingly arcane)
So if I understand correctly:
- Styles/content/page layout are inherited once at conception, then interact no more
- Keyboard shortcuts (and macros and some other things) exist in an ongoing relationship with the template
So, I think some of the strange behaviour I was observing was not that renaming removed shortcuts from my templates, but that it severed the connection between the template and its children.
If I need to move a template, is there a way to explicitly direct a child to where its template now lives?
My main goal is to not sever the connection while using 50 different unsynced versions of Word.
I'd like to follow best practice in regards to where I store things, but also I want to expediate very quickly setting up on new machines. I should note that I don't have admin access on these machine.
So, would you advise that I change the start-up folder to a dedicated startup folder on my OneDrive every time I sit at a new machine (and back up to avoid cloud troubles)?
Edit:
"Styles should be stored in document, not global templates"
Some of the shortcuts I want to always have available are style shortcuts. So they are excluded from global template, is that correct?
Will this be effective?- Make a OneDrive folder with two subfolders, startup and user templates
- In "startup", make a dotx (dotm?) that has all shortcuts other than style shortcuts
- In "user templates", make a dotx that acts as a style template, including style shortcuts
- At each new machine, open "file locations" dialogue and direct it to these two folders on my OneDrive
-
Chris Woodman's utility is not an .exe file. His original is a .dot template and my updated version is a .dotm template.
Styles should be stored in document, not global templates. The Normal template is an exception but should not be a shared template. Look into using a Workgroup Templates folder to hold your document templates. You can copy styles from one template to another using the Organizer. You should also look into storing some style customizations in [Quick] Style Sets. See my article [Quick] Style Sets and Word Themes in Microsoft Word.
- You can set your Word Startup Folder to be any folder you want. You do not use templates in the startup folder as the basis for new documents. These are Global Templates that share many customizations with all other documents and templates when they are "loaded.." They are automatically loaded by being in the Startup Folder.
- When you double-click on a .dotx or .dotm template, it creates a new document based on that template and is attached to that template. See What is the relationship between a Microsoft Word document and its template? Keyboard shortcuts, macros, and QAT modifications in a document template are not inherited by the document but are available so long as the template is attached. The same modifications that are in a global template are available in all documents on a machine where that template is loaded. Styles in a template become styles in the document and travel with the document.
- Editing, renaming, and copying templates that contain keyboard shortcuts does not change the shortcuts.
- I keep my Normal.dotm, my User Templates Folder, my Workgroup Templates folder and my Startup Folder in folders on my computer which are synced to Dropbox. I have all of my computers synced to the same Dropbox folders but the settings for the file locations of those are the local files that are synced. I am not that trusting of cloud folders. In addition, I regularly backup my Normal.dotm file using a macro. Backup Normal.dotm template using a macro
- My custom building blocks are virtually all stored in global templates, not in the Building Blocks.dotx file nor the Normal.dotm file.
- See Word 2007 & Later Key Data File Locations for other files that you may want to be backing up, especially including language-specific custom dictionary files and AutoCorrect. See How to Backup/Copy/Move AutoCorrect Entries and Mastering the Spelling Checker by Suzanne Barnhill, MVP .
