Managing project templates

You can save a project template with a new name.

You can also change a project template display name or description.

Templates can be copied from one location to another.

You can also view a list of recent projects on which you have worked.

You can choose an additional objects template. This is a second default template that stores objects such as keyboards, menus, template macros, toolbars, and styles that you can use in addition to or in place of those in the default template. For example, a system administrator could use an additional objects template as a network template that would overwrite a user’s default template.

If you have created prompts in a project template, it is recommended that you run the template to ensure that it has been set up correctly. When you run a template, WordPerfect automatically fills in the triggers, prompts, and macros that you have inserted into the project template.


To save a project template with a new name

WordPerfect Office btnbacktotopproc Managing project templates
1.
 
Using a project template, create a document.
2.
 
Click File WordPerfect Office onestep Managing project templates Save as.
3.
 
Type a name in the Template name box.

You can also
Include a description of the template
Type text in the Description box.
Choose a category in which to store the template
Choose a category from the Template category list.

WordPerfect Office note Managing project templates

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For information about creating a document using a project template, see “To create a document from a project template.”

To change a project template display name or description

WordPerfect Office btnbacktotopproc Managing project templates
1.
 
Click File WordPerfect Office onestep Managing project templates New from project.
2.
 
Click the Create new tab.
3.
 
Choose a category from the list box.
4.
 
Choose a project template from the list.
5.
 
Click Options, and click Project properties.
6.
 
In the Modify a project dialog box, type text in either of the following boxes:
•
Display name — to change the project name
•
Description — to change the project description

WordPerfect Office note Managing project templates

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The project description displays at the bottom of the Create new tab in the PerfectExpert dialog box.

To view a list of recent projects

WordPerfect Office btnbacktotopproc Managing project templates
1.
 
Click File WordPerfect Office onestep Managing project templates
New from project.
2.
 
Click the Work on tab.
3.
 
Choose a WordPerfect Office application from the list box.
If you want to view a list of recent projects from all WordPerfect Office applications, choose [All applications] from the list box.

To copy a project template to another location

WordPerfect Office btnbacktotopproc Managing project templates
1.
 
Choose the drive and folder where the template you want to copy is stored.
2.
 
Click the file.
3.
 
Click Edit WordPerfect Office onestep Managing project templates Copy.
4.
 
Choose the drive and folder where you want to paste the copied template.
5.
 
Click Edit WordPerfect Office onestep Managing project templates Paste.

WordPerfect Office note Managing project templates

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By default, WordPerfect Office X5 installs project templates at the following location (where “X” indicates the drive on which the WordPerfect Office X5 is installed):
•
X:\Program files\Corel\WordPerfect Office X5\Languages\EN\Template\Custom WP templates
•
 
By default, WordPerfect Office X5 saves user-created project templates at the following location in the user’s application-data folder:
•
Corel\PerfectExpert\15\EN\Custom WP templates

WordPerfect Office tip Managing project templates

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When you open a template, WordPerfect checks whether the template is missing default menu commands. You can merge missing menu commands into a template. For more information, see “Merging default menu commands into templates.”

To choose an additional objects template

WordPerfect Office btnbacktotopproc Managing project templates
1.
 
Click Tools WordPerfect Office onestep Managing project templates Settings.
2.
 
Click Files.
3.
 
Click the Template tab.
4.
 
In the Additional template folder box, click the Browse WordPerfect Office pgx browse Managing project templates button.
5.
 
Choose the drive and folder where the template is stored.
6.
 
Click Select.
7.
 
In the Additional objects template box, click the Browse WordPerfect Office pgx browse Managing project templates button.
8.
 
Click the template you want to use as the additional objects template.
9.
 
Click Open.
If you want to update the default template with styles from the additional objects template, enable the Update default template from additional objects template check box.

WordPerfect Office tip Managing project templates

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It is not always recommended that you update the default template with the additional objects template. Updating might only be useful, for example, if many users on a network use the styles in the additional objects template. The network administrator could enable the Update default template from additional objects template check box to update each user’s default template.

To run a project template

WordPerfect Office btnbacktotopproc Managing project templates
1.
 
Click File WordPerfect Office onestep Managing project templates New from project.
2.
 
Choose a category from the list box.
3.
 
Choose a project template from the list.
4.
 
Click Create.
If you are prompted to disable the macros in the project template, click No.

Managing project templates