Although it doesn’t work to whomever you are sending your work to it might not even work for example if you sent it to me since I’m still using Microsoft Office 2000 although it might by using Microsoft’s Compatibility Pack What you are doing works for you because you have “coordinating” programs I found Kim’s explanation very good and I agree you probably would be better off sending a single file It could be that the newer version version accomodates more than the older version If the Mac Office 2011 user doesn’t run into the same problem they might already have the necessary app or whatever it takes to manage what’s going on and not know it And if my suggestion above won’t work for you, please describe in greater detail what’s in the document and what’s in the template, plus any mitigating circumstances in your environment. If I’m misunderstanding something, please let me know. Then you’ll be sending a single file (the template) to your Mac user. Is there any reason you can’t put everything into the template and let people create a new document from that? If you format the template the way the document is formatted, and include any text that’s in the document but not the template, this is the best practice for creating a new document. I don’t see the advantage to bundling them together. The resulting file will either have to be a template or a document, but not both. If you check the Link to file check box, you can edit directly in Excel and the changes will appear in the Word document.Īlso, the relationship between a template and a document is such that they really can’t be bundled into one document and retain their properties. For example, you can insert a spreadsheet object into a Word document then launch Excel from Word to edit the spreadsheet. The purpose of inserting an object into a document is so you can double-click or right-click on the object and edit it in the program in which it was originally created. I’m not sure inserting a template into a document in this way is ultimately a good way to achieve what you want to do.
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