Older Word document workflows¶

Archived instructions

These instructions are kept for reference for documents created with older versions of Word. Current High Tech Forms templates no longer work with very old versions of Word. Contact High Tech Forms Support if you are unsure whether they apply to you.

To create a new document from scratch¶

Word 97/2000¶

Select New from the File menu.
Select the General tab. Make sure Document is selected in the Create New group.
Double-click the form you want to use from the list of available templates.
In the High Tech Forms start-up window, click Click Here to Start a New Document. You can now begin entering your data.

Word 2002¶

Select New from the File menu.
Click General Templates on the New Document pane.
Select the General tab. Make sure Document is selected in the Create New group.
Double-click the form you want to use from the list of available templates.
In the High Tech Forms start-up window, click Click Here to Start a New Document. You can now begin entering your data.

Word 2003¶

Select New from the File menu.
Click On My Computer under Templates on the New Document pane.
Select the General tab. Make sure Document is selected in the Create New group.
Double-click the form you want to use from the list of available templates.
In the High Tech Forms start-up window, click Click Here to Start a New Document. You can now begin entering your data.

Word 2007¶

Click the round Microsoft Office Button at the top left of the Word window, click New, then click My Templates. Find the template you want to use and double-click it.

Word 2010¶

Click File > New > My Templates. Find the template you want to use and double-click it.

Word 2013¶

Click File > New > PERSONAL. Find the template you want to use and single-click it.

To modify a previously created form¶

Select Open from the File menu and select the document you want to edit.

For macro warnings, follow the macro security instructions.

Saving your documents¶

Save your forms as normal Word documents (.doc), not template files (.dot). See Using your forms for the main document workflow.

Getting started with Word 2007, 2010, and 2013¶

Familiarize yourself with your version of Word before using the form templates. Read the Word documentation and the User Guide. Pay particular attention to:

Maintaining compatibility with earlier versions of Word¶

If you need to share documents with someone using Word before version 2007, save the file as a Word 97–2003 Document.

Word 2007¶

Use either of these methods:

Select Word 97–2003 Document from the Save As menu.
Open the Save As dialog box and choose Word 97–2003 from the Save as type list.

Word 2010 and 2013¶

Choose Word 97–2003 Document in the Save As dialog box.

Word 2013: opening documents created with earlier versions of Word¶

If you have trouble opening a document, contact High Tech Forms Support. If problems continue, ask your IT department to check your profile settings and confirm that you have the appropriate file permissions for the documents you want to use.