Templates - saving in specified folder
 

In word it is possible to set up in the options the standard folder where
templates are stored.

Is it possible to choose a standard folder for saving templates in Excel? So
that when you choose save as..... templates .... it automatically jumps to a
folder in ex. a network folder?

Templates - saving in specified folder
 

You can make the change in Word application under ToolsOptionsFile
LocationsUser Templates.

Not a typo........I meant Word


Gord Dibben MS Excel MVP

On Wed, 29 Oct 2008 13:21:01 -0700, Kathrine
wrote:

In word it is possible to set up in the options the standard folder where
templates are stored.

Is it possible to choose a standard folder for saving templates in Excel? So
that when you choose save as..... templates .... it automatically jumps to a
folder in ex. a network folder?

Templates - saving in specified folder
 

Yes, but I know that - I want to know if this is possible to also do in
Excel! Cant find the option there - I want to save Excel templates in a
special folder.



Gord Dibben skrev:

You can make the change in Word application under ToolsOptionsFile
LocationsUser Templates.

Not a typo........I meant Word


Gord Dibben MS Excel MVP

On Wed, 29 Oct 2008 13:21:01 -0700, Kathrine
wrote:

In word it is possible to set up in the options the standard folder where
templates are stored.

Is it possible to choose a standard folder for saving templates in Excel? So
that when you choose save as..... templates .... it automatically jumps to a
folder in ex. a network folder?

Templates - saving in specified folder
 

That's what Gord is telling you. Excel uses the setting you put into the
Word preferences. Point Word at your "special folder" and that is were
Excel will look for them, and also place templates that you create using
Save As template.

Kathrine wrote:

Yes, but I know that - I want to know if this is possible to also do in
Excel! Cant find the option there - I want to save Excel templates in a
special folder.



Gord Dibben skrev:


You can make the change in Word application under ToolsOptionsFile
LocationsUser Templates.

Not a typo........I meant Word


Gord Dibben MS Excel MVP

On Wed, 29 Oct 2008 13:21:01 -0700, Kathrine
wrote:


In word it is possible to set up in the options the standard folder where
templates are stored.

Is it possible to choose a standard folder for saving templates in Excel? So
that when you choose save as..... templates .... it automatically jumps to a
folder in ex. a network folder?

Templates - saving in specified folder
 

This is copied from an old post of mine.

It explains some procedures and how XL treats templates in a template file,

<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<< <

BUT, there *are* numerous ways to network your XL templates, probably the
easiest of which is to use the MS Office route by going through Word, which
is why I asked if you had it.


I hope that you *do realize* however, that you must go to *every* machine on
your LAN that you wish to have access to this template file. That would
have also been necessary *even* with the procedure that you originally
tried.
Let's put it this way:
Every *machine* on the LAN will need this file adjustment, whether it's
done by you, or you trust your users to do this themselves.
It is *easy*!


Close XL.
From *Word*:
<Tools <Options <File Locations tab,


In the left column, among others, you will see:
User Templates
WorkGroup Templates


There should be an entry in the right column for "User Templates".
There should be *no* entry in the right column for "WorkGroup Templates".


Click on "WorkGroup Templates", and then click the "Modify" button.
In the "Modify Location" window, navigate to your templates file location
(drive) and folder,
Then <OK.


And you're done!


The templates in the folder you specified will now be displayed in the
<File <New <General tab window, where clicking on a file will open a
*copy* of the template, preserving the original from modification.


NOW ... you must go to *each* machine, and make this same revision in Word
to *all* of them.


Some NOTES:


You *don't* need .xlt files in the templates folder for this to work.
Regular .xls files will react the same. It's location that counts here, not
file type.


If your templates folder contains *another folder*, this sub-folder will
appear as a *separate* tab in the <File <New window, alongside the
"General" tab.
This is great if you have a large number of templates, and you wish to
perhaps segregate them by department or type.
SIDE NOTE:
If this sub-folder is empty (no files), the tab will *not* display in the
<File <New window.
It must be populated with XL files for it to show.


You can create numerous sub-folders, where the type of files that *each*
sub-folder contains will dictate in which *program* that tab will be visible
in.


Meaning - XL file sub-folders *only* visible in XL.
Word file sub-folders *only* visible in Word.


If a sub-folder contains *both* XL and Word files, the *tab* will be visible
in *both* programs ... BUT ... the files displayed in that tab will coincide
with the program that opened it. The other programs files will not show.


Don't forget - empty sub-folder are *not* displayed.


<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<< <<
--

HTH,

RD
================================================== ===
Please keep all correspondence within the Group, so all may benefit!
================================================== ===


"Kathrine" wrote in message
...
Yes, but I know that - I want to know if this is possible to also do in
Excel! Cant find the option there - I want to save Excel templates in a
special folder.



Gord Dibben skrev:

You can make the change in Word application under ToolsOptionsFile
LocationsUser Templates.

Not a typo........I meant Word


Gord Dibben MS Excel MVP

On Wed, 29 Oct 2008 13:21:01 -0700, Kathrine
wrote:

In word it is possible to set up in the options the standard folder where
templates are stored.

Is it possible to choose a standard folder for saving templates in Excel?
So
that when you choose save as..... templates .... it automatically jumps
to a
folder in ex. a network folder?