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Old 11-15-2013, 05:08 AM
Elmobram22 Elmobram22 is offline Windows 7 32bit Office 2003
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I think I am just not to good at explaining myself to be fair. It is a main document currently with embedded documents in. Each main document would need to be duplicated for each of our clients. The main document has things like assessment sheets and information sheets. These are all blank ready to be filled in by us. When we get a new client I would then want to copy and paste that main template again if you will so they have a set of blank documents for us to fill in.

Imagine it as being used as a filing system. If you made a bunch of folders in side a main folder for one client and that was the way you wanted it to be for each client you would keep a template folder somewhere and when you get a new client you would take that set of template folders and copy them accross so it was set up for your new client.

I just want to avoid having people save information over the original template documents and have it all in one place for easy access for the staff.

Has that made it any clearer or have I just made it harder to understand?

Cheers,

Elmobram22
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