How to create a MS-Word template and set it up to be used from a network location ================================================================================= Resources: - http://cybertext.wordpress.com/2009/10/18/word-separate-out-macros-and-attach-them-to-all-documents/ 1) Creating a template file - Open MS-Word - Without making any changes save this file as a template file Start --> Save As --> filename Select the file type to be of *.dotm (Word Macro-enabled Template) 2) Adding Macros, etc. to template file If the file is still open from step (1) follow these steps - Click the Developer tab - Click the Macros button - Type a name for a new Macro in the field for 'Macro Name' (I'm using ATimeStamp) - Click 'Create' and enter the line MsgBox "Last Updated: YYYY-MM-DD" - Save the macro and quit VB. If the file is not already open you *must* go to the location of the file and run 'File --> Open' or double-click the file name to make any changes to the macros file. 3) Assigning a keyboard short-cut for the new macro - Click Start --> Word Options --> Customize - Click Customize for Keyboard shortcuts. - On the Customize Keyboard dialog box select 'Macros' from the categories list - Select the new macro ATimeStamp - Click in 'Press new shorcut key' field and press 'Ctrl-;' - Make sure the template you're editing is listed in the drop-down box for under 'Save changes in' - click Assign - Click Close - Save and close your new macro.dotm document. 4) Automatically load the Template File In order for the new template file to be available to all users whenever Word is opened, the template file has to be located in the Word Startup directory. Copy the template file to C:\Users\\Application Data\Microsoft\Word\STARTUP assuming your system is still using the default location. Otherwise you can check your Startup folder location here: Start --> Word Options --> Advanced --> General Click 'File Locations' and select 'Startup'. 5) Change the Startup location to a network folder In order to make the template file available for multiple users we need to change the Startup location for each user to point to a network folder that will contain the new template. Follow instructions under (4) and - Highlight Startup, then - click the 'Modify' button and change the directory path to L:\OCE\OCCM\ICRDB\CDR\WordStartup 6) Change the Permissions Any template file containing macros will automatically be disabled by Word because loading a macro is a potential security risk. In order for the macros to be loaded automatically we will need to identify the new STARTUP directory as safe. - Click Start --> Trust Center tab --> Trust Center Settings --> Trusted Locations tab - Check the checkbox for 'Allow Trusted Locations on my network - Click 'Add new location' and add the new WordStartup directory L:\OCE\OCCM\ICRDB\CDR\WordStartup Note: I was not able to navigate to the network location via the Add new location file manager. I first had to create a mapping for the new directory but maybe the group drive was temporarily unavailable. 7) Test that everything is working and the macros will be automatically loaded by closing MS-Word. Open a new document with Word. Hit Ctrl-; This should bring up the text box with the text: Last Modified: YYYY-MM-DD 8) Adding Macros to the new template file. If all is well until this point ...