Home | Contact Us | FAQ | Search & Site Map | Link to Us
Sign In | Join | Other 45 Sites in Network
Home
DiscussionsAccessExcelInfoPathOutlookPowerPointPublisherWord
DirectoryUser Groups
Related Topics
Outlook ExpressInternet ExplorerWindowsMS Server ProductsMore Topics ...

MS Office Forum / Word / Mailmerge and Fax / May 2005

Tip: Looking for answers? Try searching our database.

How do I share my mail merge templates with other users?

Thread view: 
Enable EMail Alerts  Start New Thread
Thread rating: 
IsoChick - 20 May 2005 09:24 GMT
I'm trying to share Word templates with other users on my system, but only I
can see my documents, and other users who've tried can only see their own
documents.

We're trying to create templates to use in CRM, but can find no help in
either CRM or Word.

Any ideas appreciated... thanks
Peter Jamieson - 20 May 2005 11:05 GMT
It depends on whether they are "proper" Word templates (.dot) or just .doc
files. If you look at Word Tools|Options|File locations you will see that
you can set the location for /workgroup templates/ - those templates should
be displayed along with any templates in the /User templates/ location, when
you do File|new, and then click Templates|On my computer. So what you would
typically need to do is
a. create a folder (and perhaps subfolders) in a place which can be
accessed by all your users, and apply suitable permissions
b. copy any shared templates there
c. ensure that each user's /workgroup templates/ folder is set to be that
folder

I can't currently help on any CRM aspects (e.g. if CRM makes its own
demands).

Peter Jamieson
> I'm trying to share Word templates with other users on my system, but only
> I
[quoted text clipped - 5 lines]
>
> Any ideas appreciated... thanks
 
Sign In
Join
My Latest Posts
My Monitored Threads
My Blog
My Photo Gallery
My Profile
My Homepage

Start New Thread
Enable EMail Alerts
Rate this Thread



©2008 Advenet LLC   Privacy Policy - Terms of Use
This website includes both content owned or controlled by Advenet as well as content owned or controlled by third parties.