So users open the template file (meaning that the file name displays on the status bar in Word), manually click File | Save As and type in a new document name? That isn't the best way to make use of templates (*.dot files).

It would be more efficient to use the template properly, which means that you let it create an untitled document. The first time you save you will then be prompted to supply a name for it. This is the way templates are meant to work, but I don't know if they work that way in a cloud storage environment.

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Stefan Blom
Microsoft Word MVP

Microsoft 365 apps for business
Windows 11 Professional

Right, I understand the way that it is supposed to work. Nonetheless, this is somewhat of a new process to everyone in our company and I am looking for a way to guarantee that they cannot make this mistake, as this is the third time I have had to rebuild these templates and it is quite a hassle.

On a separate note, if you right-click and open the template it opens the file with the files actual name (i.e. Master Spec - XYZ) versus when you double-click to open the file it opens as an untitled document. Is this a setting, or just the way that Word works? If it is a setting, how would you set it to always open as an untitled document?

Thanks