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Word / Excel Templates

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5 replies

by mjromano

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Hi guys, my company currently uses an estimating program that is comprised of several Word and Excel templates. On one of our machines, when closing out of one of the templates (let's say template1), the computer will as the user if they would like to save document1, which is fine. However, upon selecting yes or no for that option, it then prompts the user if they would like to save template1 as well.

Even if I select yes, the template goes unchanged, but this is an annoying bug, and the fact that it's only on one machine bothers me. Any suggestions?

Thanks

5 replies

by larryd4

Go to the "Save As" drop down box when it asks if you want to save Document1. Change from "Word Doc" to "Template". The SaveIn box will automatically switch to the default template folder and allow you to over write the template.

by mjromano

The problem lies in the fact that it's asking me to overwrite the template to begin with. It should just ask me if I want to save a new document and then close. Instead it's asking me if I want to save the new document and then it's asking if I'd like to save the template, which I've never seen before. Sorry, I know this sounds confusing, but I'm not sure how else I can explain it.

by larryd4

Did you check Tools->Options then Save Tab.
Their is a check box option for Prompt to save Normal template or perhaps one of the other options.

Also if the template folder is on the network for company wide global templates, does the person doing the saving have the correct rights?

by thumbsup2

... this particular user is opening the template rather than opening a new document based on the template. Can you check that?

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