template

The help says I need to have a file in the forms folder of a library to use
it as a template. When I try to move my desired file into the forms folder I
am told I can't put anything in or delete anything from the forms folder.

What gives? How do I get my file into there to use as a template?

KristianRickard
Wed Dec 01 21:27:04 CST 2004

If I am understanding your question correctly, you have a doc that you would
like to use as a template for a form or doc library? If this is the case,
when you select your library, select "modify settings and columns." In the
"General Settings" section, select "Edit Template." If your doc library is
set have MS Word as the default doc type, Word will open and you can copy and
paste what you would like to have as your template. If you have a form
library that has an InfoPath form as the default doc, Infopath will open, and
you can build your form according to your desired template. This will allow
users to access your template when selecting the "Fill out this Form" button
in a form library or when selecting the "New Document" button in a document
library.

Hope this is helpful ...

Best,

Kristian Rickard
Geniant | Director, Enterprise Portal Solutions | Dallas, TX

"Jorah" wrote:

> The help says I need to have a file in the forms folder of a library to use
> it as a template. When I try to move my desired file into the forms folder I
> am told I can't put anything in or delete anything from the forms folder.
>
> What gives? How do I get my file into there to use as a template?

Jorah
Thu Dec 02 11:39:17 CST 2004

I'll give that a go. It doesn't quite sound like the
instructions in the Help, but that's probably a plus. :-)

Thanks,
Jorah


>-----Original Message-----
>If I am understanding your question correctly, you have
a doc that you would
>like to use as a template for a form or doc library? If
this is the case,
>when you select your library, select "modify settings
and columns." In the
>"General Settings" section, select "Edit Template." If
your doc library is
>set have MS Word as the default doc type, Word will open
and you can copy and
>paste what you would like to have as your template. If
you have a form
>library that has an InfoPath form as the default doc,
Infopath will open, and
>you can build your form according to your desired
template. This will allow
>users to access your template when selecting the "Fill
out this Form" button
>in a form library or when selecting the "New Document"
button in a document
>library.
>
>Hope this is helpful ...
>
>Best,
>
>Kristian Rickard
>Geniant | Director, Enterprise Portal Solutions |
Dallas, TX
>
>"Jorah" wrote:
>
>> The help says I need to have a file in the forms
folder of a library to use
>> it as a template. When I try to move my desired file
into the forms folder I
>> am told I can't put anything in or delete anything
from the forms folder.
>>
>> What gives? How do I get my file into there to use as
a template?
>.
>

Jorah
Thu Dec 02 11:48:45 CST 2004

When I get to General Settings there isn't an option
to "edit template". There is an option to put in the url
of the document I want to use as a template. When I point
to the desired doc, it tells me it has to be in the forms
folder. However, it also won't let me put that doc in the
forms folder of this document library.

What am I missing?

Jorah
>-----Original Message-----
>If I am understanding your question correctly, you have
a doc that you would
>like to use as a template for a form or doc library? If
this is the case,
>when you select your library, select "modify settings
and columns." In the
>"General Settings" section, select "Edit Template." If
your doc library is
>set have MS Word as the default doc type, Word will open
and you can copy and
>paste what you would like to have as your template. If
you have a form
>library that has an InfoPath form as the default doc,
Infopath will open, and
>you can build your form according to your desired
template. This will allow
>users to access your template when selecting the "Fill
out this Form" button
>in a form library or when selecting the "New Document"
button in a document
>library.
>
>Hope this is helpful ...
>
>Best,
>
>Kristian Rickard
>Geniant | Director, Enterprise Portal Solutions |
Dallas, TX
>
>"Jorah" wrote:
>
>> The help says I need to have a file in the forms
folder of a library to use
>> it as a template. When I try to move my desired file
into the forms folder I
>> am told I can't put anything in or delete anything
from the forms folder.
>>
>> What gives? How do I get my file into there to use as
a template?
>.
>