Thursday, August 12, 2010

Adding and Attaching Templates in Word 2007

Have authors working in Word 2007?

The steps listed in this document work with the cistm0407.dot template

Place your templates in the following location (on your C: drive or main hard drive):

· For Windows XP: Documents and Settings/username/Application Data/Microsoft/Templates.

· For Windows Vista: Users/username/AppData/Roaming/Microsoft/Templates.

Windows hides some of these folders by default. If you can’t see one of the folders listed, follow these steps:

1. From your current Windows Explorer window, choose Tools > Folder Options.

2. Click the View tab.

3. In the Advanced Settings pane, select the radio button next to Show Hidden Files and Folders.

4. Click OK.

In order to add or attach templates, you need access to the Developer tab in the ribbon. If it does not appear, follow these steps:

1. In Word 2007, choose Office (the office symbol in the top-left corner) > Word Options.

2. Click Popular.

3. Click Show Developer Tab in the Ribbon.

4. Click OK.

This gives you access to the Templates and Add-Ins dialog. It’s similar to the one in Word 2003. To add a template, follow these steps:

1. In Word 2007, click the Developer tab.

2. Click Document Template. The Templates and Add-Ins dialog appears.

3. Click Add. If you placed it in the location indicated previously, your template should appear in the default folder that opens.

4. Double-click the rapToolbar_win-2.1 template that you wish to add. It should now appear in the Global Templates and Add-ins pane with a check mark next to it.

5. Click OK.

To open a new document from a template, follow these steps:

1. In Word 2007, choose Office (the office symbol in the top-left corner) > New. The New Document dialog appears.

2. In the Templates pane, click My Templates. The New dialog appears. If you placed the template in the location indicated previously, your template should appear in this dialog.

3. Double-click the rapToolbar_win-2.1 template.

4. Make sure the desired template is checked in the Global Templates and Add-ins pane.

5. Click OK.

To attach a template to an existing document, follow these steps:

1. Open your existing Word document.

2. Click the Developer tab.

3. Click Document Template. The Templates and Add-Ins dialog appears.

4. Click Attach. If you placed it in the location indicated previously, your template should appear in the default folder that opens.

5. Double-click the rapToolbar_win-2.1 template.

6. Make sure Automatically Update Document Styles is checked.

7. Make sure the desired template is checked in the Global Templates and Add-ins pane.

8. Click OK.

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