I think I understand how the Normal template works, and that you can create additional templates to make life easier.
I work for a company and for continuity I've created 'templates' e.g. a quote which contains our header, footer (with company details), and some basic prompt information such as customer name, for the attention of, title for the quote, and space for text.
This has been saved as a DOTX format.
This is so that other users cannot accidentally save over the top of the original document so that it remains unadulterated.
My problem; however, occurs when I need to make a change to the template.
This can be an overhaul of the template or simply changing the review date (which I need to do on many, many documents every year)
It's a problem because it is very time consuming having to perform the following steps:
- Save file
- find original template (as word automatically choose a default location, and not the location where the original file was saved)
- copy the file name
- add a '1' (or similar) to the end of the name because you can't save over the top of the template (because it's open and you're trying to save it.
- close the file down
- delete the old file
- remove the differentiator (e.g. the '1') from the name of the file.
This is considerably more steps than just being able to save over the top with some sort of administrator privileges.
And when you have hundreds of documents that need this to be done every year, sometimes more often - this is incredibly time consuming.
Does any one a way to balance not allowing a file to be saved over with being able to save over it under certain conditions - such as entering an admin mode or something?