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Old 09-29-2020, 11:07 PM
eNGiNe eNGiNe is offline Windows 7 32bit Office 2010 64bit
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Default SharePoint vs .dotx – is anyone familiar with this combination?

Colleague comes up with request "can I save a master copy of this fill-in document on SharePoint so people can create and save their own copies?" It's for a pro forma invoice.

My suggestion: use a .dotx template, so each time it's opened the user gets a new, unsaved document. Fill in, save locally, process farther … I verified this, starting with a .dotx on the file server. Just what we want!

SharePoint, unfortunately, doesn't seem to be aware of this useful .dotx behaviour! the default "click and open" opens the .dotx itself, so any content that's typed in will be saved back in the master copy. Explaining to users "no, don't open the file: you need to right-click and select a specific option so you can download a local copy" is just asking for trouble.

In-house SharePoint support hadn't even heard about .dotx …



Any suggestions or information will be welcome.
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