Multi user template continues to be saved over.

Charles Kenyon · #8 01-24-2019, 11:12 AM

Quote:

Originally Posted by bmjsingleton86

Thank you all for the responses. Let me ask this then, I have access to Our SharePoint page, our Shared drive and Word. What are the steps I need to take to save our letters as templates, and still present them through the spreadsheet. We have many new team members and the spreadsheet is necessary for the users to know which letter is for which situation.

TIA.

If instead of the spreadsheet, you could use a Word macro-enabled document, you could use a MacroButton Field.
https://superuser.com/questions/9960...e-new-document

Otherwise, you could make the templates read-only.

Otherwise, you could use macro-enabled templates with a macro that creates a new document based on the template and closes the the template. (See next post.)

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