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Thread: How to use corporate template by default and have it launch a form on new document

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    While you could do this it is not a good idea to do anything that messes with the intended use of the normal template. The normal template is a required system file and substituting your template will have unwanted knock-on effects. It will also irritate your users when it messes with their preferences that aid their productivity.

    The simplest solution is to create an add-in which adds a button to the Home tab (or adds a company tab to the ribbon) which when clicked creates a document from your template. (see template in attached zip). The attachment also adds a button to the backstage > File Menu. To change the text of these buttons you will need the CustomUI editor - see also http://gregmaxey.mvps.org/word_tip_p...bbon_main.html

    Yoiu could put a link to your template on the desktop which would create a new document using that template when clicked.

    Or you could download the Select Template add-in from my web site - http://www.gmayor.com/select_document_template.htm which expands on the attachment and will allow you to create a folder for your company templates and easily create new documents. The last used document is always stored, so creating a new document using your template takes two clicks rather than the one provided by a dedicated add-in. The add-in replaces the built-in file creation functions.
    Attached Files Attached Files
    Graham Mayor - MS MVP (Word) 2002-2019
    Visit my web site for more programming tips and ready made processes
    http://www.gmayor.com

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