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

That suggests to me you're not using what Word calls templates at all, but documents you're using as templates. The fundamental difference from a user perspective is that, when you create a document from a Word template, a new document is created and the template is left alone. Word handles this automatically. The new document will, like any other new document such as when you open Word, will start off with a name like 'Document1', and you'll need to save that to wherever you want it. Without some fairly deliberate effort, you won't be able to save that over the actual template.

To turn a document into a Word template, choose File|Save As and choose 'Word Template' from the 'Save as type' dropdown. Note that, from then on, if you select the template file and double click on it in Windows Explorer, what will open is a new document based on the template, not the template itself (you'd need to use File|Open from within Word to edit the template). If you've saved the template to Word's templates folder, you'll be able to create a new file from it quite easily from within Word via File|New.

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Cheers,
Paul Edstein
[Fmr MS MVP - Word]