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MS Office Forum / Word / Programming / January 2006

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DOC or DOT for emailed forms?

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David Mayerovitch - 27 Jan 2006 16:37 GMT
I am sending to participants in a survey a simple MS Word document
containing checkboxes and text form fields . (There's no VBA in it, but this
newsgroup seems the most relevant.)

I am asking recipients to fill out the form, save the file and send it back
as an email attachment.

All help from Microsoft and other sources recommends sending the file as a
Word template (.dot) rather than as a normal .doc. Can someone explain the
advantage of doing this? If someone completes a file sent as a .dot and then
does a "Save As", they will find themselves looking at their Templates
folder -- a place that most users rarely visit that is deeply buried in the
disk structure.

So why not use the normal .doc extension?

Thanks.

David
Anne Troy - 27 Jan 2006 17:16 GMT
David: Most people distributing forms are distributing them for use by the
user over and over again (usually within the company). Sounds to me like
yours is a "once and done" so that distributing as a DOT is rather silly. I
would send it as a DOC. Also, default double-click action on a DOT is to
create a new file from the DOT (document 1), but I didn't test and don't
know if that's the case when they double-click the attachment from their
email.
************
Hope it helps!
Anne Troy
www.OfficeArticles.com

>I am sending to participants in a survey a simple MS Word document
>containing checkboxes and text form fields . (There's no VBA in it, but
[quoted text clipped - 15 lines]
>
> David
David Mayerovitch - 27 Jan 2006 18:44 GMT
Thanks, Anne, I'm sending it as a doc.

Best wishes,

David

> David: Most people distributing forms are distributing them for use by the
> user over and over again (usually within the company). Sounds to me like
[quoted text clipped - 27 lines]
>>
>> David
Anne Troy - 27 Jan 2006 19:00 GMT
You're welcome!
************
Hope it helps!
Anne Troy
www.OfficeArticles.com

> Thanks, Anne, I'm sending it as a doc.
>
[quoted text clipped - 33 lines]
>>>
>>> David
Doug Robbins - Word MVP - 27 Jan 2006 20:40 GMT
Just out of interest can you advise where the the "help from Microsoft
<snip> recommends sending the file as a Word template (.dot) rather than as
a normal .doc"

Signature

Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

>I am sending to participants in a survey a simple MS Word document
>containing checkboxes and text form fields . (There's no VBA in it, but
[quoted text clipped - 15 lines]
>
> David
David Mayerovitch - 29 Jan 2006 05:38 GMT
Doug - In Microsoft Office Word 2003 SP1, see the Help topic "Create forms
that users complete in Word".

David

> Just out of interest can you advise where the the "help from Microsoft
> <snip> recommends sending the file as a Word template (.dot) rather than
[quoted text clipped - 19 lines]
>>
>> David
Anne Troy - 29 Jan 2006 06:24 GMT
I'll be darned.
************
Anne Troy
www.OfficeArticles.com

> Doug - In Microsoft Office Word 2003 SP1, see the Help topic "Create forms
> that users complete in Word".
[quoted text clipped - 24 lines]
>>>
>>> David
Jay Freedman - 29 Jan 2006 16:07 GMT
>I'll be darned.
Me too. :-)

I think the answer is that the help topic also recommends adding
macros ("Automate your form" under step 7), and macros in ordinary
documents trigger the macro security mechanism. Using a template
sidesteps that problem, but it forces the form to save in the
Templates folder. There really isn't any good solution to this dilemma
if you need macros in your form.

Where the help topic oversimplifies is that if you don't use any
macros (and also avoid the ActiveX controls in the Control Toolbox),
then an ordinary document is perfectly usable.

--
Regards,
Jay Freedman
Microsoft Word MVP        FAQ: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the
newsgroup so all may benefit.

>I'll be darned.
>************
[quoted text clipped - 29 lines]
>>>>
>>>> David
Anne Troy - 29 Jan 2006 17:50 GMT
Yeah, and right now, I'm trying to make a (better than MS's) cookbook
template. I want to use autotext, yet I don't want to distribute it as a
template because it's likely they'll only use it once. So, instead, I'm
including in the instructions how to make their own autotext entry.
************
Hope it helps!
Anne Troy
www.OfficeArticles.com

> >I'll be darned.
> Me too. :-)
[quoted text clipped - 56 lines]
>>>>>
>>>>> David
Tony Jollans - 29 Jan 2006 18:04 GMT
I'm not entirely sure I follow, Jay. Code in a template will trigger the
same macro warnings as code in a document. It may not on the machine it is
created on if it is saved in a trusted location (not forced - just
defaulted), but if sent as an attachment and 'opened' directly from the
e-mail, it will.

Also, if you e-mail a template, 'opening' it from the e-mail will create a
new document (not the template itself as seems to be being suggested by
David) which can't accidentally be saved in a temporary location and then
possibly lost - it must be explicitly saved somewhere (and will default to
My Documents or whatever default the recipient has set on  their machine).
This seems to nicely sidestep the generally recommended practice of saving
attachments and opening the saved copy.

If the new document is returned to the sender they still have the template
it goes with. I'm not sure I see why you're all surprised by the
recommendation.

--
Enjoy,
Tony

> >I'll be darned.
> Me too. :-)
[quoted text clipped - 58 lines]
> >>>>
> >>>> David
Jay Freedman - 30 Jan 2006 01:50 GMT
Hi Tony,

Obviously I hadn't tried out the process or thought it all the way
through. I've tried it now, mailing myself a template from my work PC
to home. Your observations are all correct.

For some reason I was thinking that a template mailed as an attachment
should be saved in the Templates folder, where it would (usually) be
trusted. Of course, most users wouldn't think to do that; if they
saved it at all, it would probably be in My Documents or some other
document folder where it wouldn't be trusted.

--
Regards,
Jay Freedman
Microsoft Word MVP        FAQ: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the
newsgroup so all may benefit.

>I'm not entirely sure I follow, Jay. Code in a template will trigger the
>same macro warnings as code in a document. It may not on the machine it is
[quoted text clipped - 88 lines]
>> >>>>
>> >>>> David

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