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Storing AutoText Entries with a Document

Summary: AutoText entries can provide quite a bit of flexibility and power in a document. If you want to share those entries with others, you need to remember that the entries are stored in templates, not in documents. This tip explains how to go about sharing the desired entries with others. (This tip works with Microsoft Word 97, Word 2000, Word 2002, and Word 2003.)

Rob has developed a document that contains a Word table which is used as a form for managing a project. Two cells in the table contain drop-down lists of alternatives using an AutoText entry. On Rob's machine the drop-down lists works perfectly. When he transfers the document to a network drive so it is accessible to others in his office, the drop-down list is no longer available. Rob would like this to work from others' machines, and is wondering what the trick is.

The trick is to understand that AutoText entries are not stored in documents; they are stored in templates. The default template in which they are stored is your Normal.dot template. Since this template is available only on your machine, the AutoText entries required for the form are available only on your machine, and not on others' machines.

The solution, then, is to create a new template that will be used in conjunction with your form document. Store this template on the network drive, and make sure that the form document has this template attached (use Tools | Templates and Add-ins). Then, when you save the AutoText entries necessary to the form, save them in the special template.

Chances are good that when you create your AutoText entries, you will need to change how you do it. If you are used to choosing Insert | AutoText | New (or pressing Alt+F3) to define the entry, you won't be able to do that anymore. This is because the resulting Create AutoText dialog box (Click here to see a related figure.) does not allow you to specify where you want the AutoText entry saved; it always saves it in Normal.dot.

Instead, choose Insert | AutoText | AutoText to create your new AutoText entries. This displays the AutoText tab of the AutoCorrect dialog box. (Click here to see a related figure.) You can easily define entries here by entering a name and then, using the Look-In drop-down list, specify the special template that you attached to the document. When you click Add, the entry is saved in that template instead of in Normal.dot.

Tip #298 applies to Microsoft Word versions: 97 | 2000 | 2002 | 2003

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