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#1
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excel templates
I have a work created template that I would like to have everyone on the
network see and use. When I copy the template into the directory where all the other excel templates are, it does not show up in the list of templates to choose. What am I doing wrong? How do I get this to display to users on the network? thx -- Michelle |
#2
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excel templates
obvious question, but did you "save as" a template? If you are using the
workgroup templates option, it will only show files that end in .xlt "Michelle" wrote: I have a work created template that I would like to have everyone on the network see and use. When I copy the template into the directory where all the other excel templates are, it does not show up in the list of templates to choose. What am I doing wrong? How do I get this to display to users on the network? thx -- Michelle |
#3
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excel templates
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! ================================================== === "Michelle" wrote in message ... I have a work created template that I would like to have everyone on the network see and use. When I copy the template into the directory where all the other excel templates are, it does not show up in the list of templates to choose. What am I doing wrong? How do I get this to display to users on the network? thx -- Michelle |
#4
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excel templates
yes, we did save as a .xlt file.
however i have been playing since i sent the email and I have come up with a resolution. Thanks for your time. -- Michelle "dlw" wrote: obvious question, but did you "save as" a template? If you are using the workgroup templates option, it will only show files that end in .xlt "Michelle" wrote: I have a work created template that I would like to have everyone on the network see and use. When I copy the template into the directory where all the other excel templates are, it does not show up in the list of templates to choose. What am I doing wrong? How do I get this to display to users on the network? thx -- Michelle |
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