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Barry MacDonnell's
Toolbox for WordPerfect

Macros, tips, and templates for Corel® WordPerfect® for Windows®
© Copyright 1996-2008 by Barry MacDonnell. All Rights Reserved.

Page updated Jul 21, 2008
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The default template - how to find it, modify it, or fix it

How to create a custom template

 

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Every WordPerfect document you create is based on a template.

In WordPerfect, the word template has a specific meaning: A template is a document on your disk with a special filename extension, “.wpt,” where the “t” stands for “template”. WordPerfect recognizes this special extension, and "knows" it is a template and not an ordinary document.

Even new, empty documents with names like Document1 are based on a special template, called the default template (discussed below).

Templates — whether default or custom (discussed below) — define formatting and program options for a document such as margins, tab settings, styles, menus, toolbars, and keyboard definitions. Custom templates, unlike the typical default template, usually also include text, such as the “From:” and “To:” headings in a memo, or the “Sincerely yours” closing in a letter.

Some editions of WordPerfect — usually the more expensive ones — ship with many predefined static templates, such as a simple, preformatted “To Do” list, as well as many dynamic, automated Projects that you can use to create personalized memos, faxes, résumés, and so forth, with little thought or effort. These custom templates are divided into groups, or categories, and can be seen when you click File, New from Project (or File, New in WordPerfect 8). [Tip: While many of these predefined templates are installed during a Typical WordPerfect installation, more may be available using a Custom installation.]

Once created and located in a template folder, templates are used only to create a copy or image of the document on your screen (i.e., in your computer’s temporary memory). The template itself is out of harm’s way for the casual user, making it more difficult to accidentally modify or delete. The document can then be edited, printed and saved without impacting the template.

Best of all, templates can be automated: You can insert prompts, bookmarks, and template macros in them to save many keystrokes and reduce the chance of input error. (For more on automating templates see here.)

Default template

The default template's file name
  • The actual default (or "shipping") template file on disk -- the one specified and used by WordPerfect when it is first installed -- is named WPnnxx.WPT, where nn=version (e.g., 8, 11, etc.) and xx=language (e.g., US, UK, CE, etc.).
Standard location on disk (WP9+)
  • [Note that this might not be the actual location on your particular system; see the next paragraph below.] For standard locations, see http://support.corel.com and search for Answer ID 753791; this document lists the Corel "standard" installation locations for default templates for WordPerfect versions 9-12.
Actual location on disk
  • The location and filename of your currently specified default template can be found under Tools, Settings, Files, Template. [Note that unless someone has changed the location of this file during or after installation, it will be found in one of the standard Corel subfolders (see above paragraph).]
    • Note: The reason why both the standard and actual locations are listed here is that some users might want to know where Corel puts this file during a normal (i.e., not custom) installation.
    • Tip: This author has copied his own default template to a sub-folder in the My Documents folder; it then is automatically backed up along with other data files. The path to the default template that was specified in Tools, Settings, Files, Template was changed to reflect this so that WordPerfect can locate the correct default template.
    • Tip: If you can't find the default template (or any other template) in Windows Explorer, see the "Finding it" section below.
Using Windows Explorer or My Computer to find your default template
  • Normally you will see this file in the folder specified above. If you still can't find the default template file on disk with Windows Explorer, it might be because of a default setting in Windows itself that prevents you from seeing certain files. Here's what to do.
    • [Windows CP:]
      • Open Windows Explorer;
      • click on the Tools menu;
      • select "Folder Options...";
      • click on the View tab; then
      • (1) select (check) "Show hidden files and folders";
      • (2) deselect (uncheck) the "Hide..." options; then
      • click on OK. You should now be able to find the file.
    • [Windows Vista:]
      • Click Start, Documents;
      • press the Alt key, then click Tools, Folder Options;
      • on the View tab, uncheck the box that says Hide extensions for known file types;
      • click OK.
    • Tip: To find out which template (default or custom) the currently open document is based on, click on Tools, Template Macro, Edit. You can see the template's filename in that dialog, or you can see it if you click the Location button in that dialog.
Automatic generation of the default template
  • If the default template file (WPnnxx.WPT) is deleted from the disk or, better yet, renamed to something else (e.g., MyDefault12.WPT, WP13USbackup.wpt, etc.), a new (virgin) one will be created the next time WordPerfect is opened.
    • Tip: Renaming the default template and reloading WordPerfect is a standard trouble-shooting technique. If it solves the problem at hand, your customizations can be restored to the new template. For more on this, click here.
    • Note: Unlike with default templates, it is not possible to automatically generate a custom template by renaming the existing custom template. This is a good reason to keep backups.
Modifying your default template
  • Before you begin modifying your default template, it you don't intend to make a copy of it in another folder to serve as a backup you should at least rename the default template file to something else. First find it on your system (see above paragraphs), then rename it with a new filename that you will recognize as being the backup of your original default template (e.g., WP13US_BACKUP.wpt).
    • Important:
    • Renaming the default template is an easy way to make a backup of this important file. As mentioned above, a new, virgin (a/k/a shipping) default template will be recreated automatically the next time WordPerfect loads if it cannot "see" WPnnxx.WPT in the default (installation) location. You can then copy customizations such as personalized toolbars from the backup (for more on this topic, click here.) Hence, you will then have both the new version and the unaltered (and renamed) shipping version.
    • If you also relocate this customized default template to another Windows folder, be sure to immediately specify any change you might have made to the new template's location and/or name in Tools, Settings, Files, Template so that WordPerfect can find it and use it instead of the usual shipping default template. Then: (1) select it as your default template in Tools, Settings, Files; and (2) refresh your Projects list with File, New from Project, Options, Refresh Projects. (See also Footnote 1.)
  • Method 1: (For minor changes to the default template.) With a document open, you can use File, Document, Current Document Style (or simply double-click the [Open Style: DocumentStyle] code in Reveal Codes, at the very top of the document) to make changes to the current document and also save them to the default template that is currently specified in Tools, Settings, Files, Template. For example, you might want to change the current font and font size, and make them the default for all new documents, too. To do this, make the changes in the Styles Editor dialog, then be sure to enable (i.e., tick) the checkbox at the bottom of the dialog, "Use as default," and click OK. The changes will affect both the current document and the default template. (After you test your changes in a brand new document, you can disable that checkbox to prevent unwanted changes to the default template.)
    • Note: I do not recommend using File, Document, Default Font (or, in WP8: Format, Font, Default Font) to change fonts or font sizes, since font changes made in the Styles Editor with File, Document, Current Document Style (or simply double-clicking the [Open Style: DocumentStyle] code in Reveal Codes, at the very top of the document) are "downstream" from changes made with File, Document, Default Font and thus will over-ride them. I explain this in more detail in a thread at WordPerfect Universe about changing the default font for both existing and new documents. I suggested in a post there that you always use File, Document, Current Document Style (or simply double-click the [Open Style: DocumentStyle]) to change fonts or font sizes with the Styles Editor dialog. In addition, this method will set the default font for all printers, whereas File, Document, Default Font (or even Format, Font) applies to the current printer only.
  • Method 2: (For moderate to extensive changes to the default template.) You can modify (edit) the default template directly to customize it, by opening it for editing. This is often done to delete previous customizations, or to add more complex formatting codes, or to copy certain customized "objects" (keyboards, toolbars, etc.) from other templates. (For the latter, see Footnote 2.)
    • Click File, New from Project (or just New in WP8).
    • Under the Create New tab, in the upper drop list, choose "Custom WP Templates."
    • In the lower drop list, choose "Create a blank document." This oddly named choice is the default template shipped with WordPerfect.
      • [For those who have multiple versions of WordPerfect installed on the same computer, see Footnote 1.]
    • Right-click the name to Edit it (or click the Options button). Note the full path and filename at the top of the WP program window when it loads, to verify this is the template you want to modify (i.e., the one that is currently specified in Tools, Settings, Files, Template).
    • You can make most changes in the template's initial style (e.g., font changes) by double-clicking the initial [Open Style: DocumentStyle] code in Reveal Codes; then use the Styles Editor's Format menu to make font changes. The changes will be stored "inside" all new (blank) documents' initial style codes, and thus be less likely to be deleted accidentally. When finished, click File, Save or Save As.
    • Tip: Since the label "Create a blank document" is not very useful in indicating the fact that it is your default template -- especially if you have several versions of WordPerfect on your computer and use a common folder for all of their default templates -- you can easily change the description to reflect the actual filename(s) of the default template(s): Right-click the "Create a blank document" description label, then click "Project Properties..." and take note of the filename in the Project filename field. Then use it ("wp13US.wpt") or some other more useful descriptor in the Display name field. (Thanks to Roy "lemoto" Lewis for this tip.)
Fixing a damaged or corrupted default template

Custom templates

Tip for beginners: Try the template tutorial by Jim Shackelford at http://ourworld.cs.com/perfectstuff/id36.htm?f=fs

Tip for intermediate to advanced users: To create a custom, automated ("prompted") template, see "Automating WordPerfect Templates".

Creating, finding, modifying, or fixing your own custom templates
  • To create a custom template -
    • Click File, New from Project (or just New in WP8). The PerfectExpert (or just New in WP8) dialog opens.
    • Click the Options button, then click "Create WP Template." A new, blank Template1 document will open.
      • You can create the new template from scratch, or you can use Insert, File to bring in a normal document (.WPD) from your disk which will then become the basis for the new template.
    • Save the new custom template withFile, Save. The "Save Template" dialog will appear.
    • Enter a brief Description (used in the list of Projects and Templates), a Template name (used for the filename), and the Template category (group) you want it saved in. Click OK.
    • Since the file has just been saved, you can close it with File, Close.
    • Advanced tip: You can import other "objects" (customized keyboards, toolbars, menus, styles, etc.) into the new template from another template. See Footnote 2 below.
  • To find out which template (default or custom) the currently open document is based on, click on Tools, Template Macro, Edit. You can see the template's filename in that dialog, or you can see it if you click the Location button in that dialog.
  • To modify a custom template: Like the default template described above, you can modify a custom template by directly editing it.
    • Click File, New from Project (or just New in WP8).
    • Under the Create New tab, in the upper drop list, choose the name of category in which the custom template is listed. Then in the lower drop list, choose the name of the custom template.
    • Right-click the name to Edit it (or click the Options button). Note the full path and filename at the top of the WP program window when it loads, to verify this is the custom template you want to modify.
    • You can make most changes in the template's initial style (e.g., font changes) by double-clicking the initial [Open Style: DocumentStyle] code in Reveal Codes; then use the Styles Editor's Format menu to make font changes. The changes will be stored "inside" all new (blank) documents' (based on that particular template) initial style codes, and thus be less likely to be deleted accidentally. When finished, click File, Save or Save As.
  • To fix a damaged or corrupted custom template, use the procedure to fix ordinary documents, explained here.


Footnote 1

If you have renamed your default template and/or you have several versions of WordPerfect installed on the same computer, you will have several "Create a blank document" files listed in File, New from Project. Each file belongs to its own copy of the default template or its own version of WordPerfect, but you can change the description in the Project list to make them easier to find and edit.

Simply click on File, New from Project, then right-click the filename, choose Project Properties, and edit the Display Name. (The actual filename is shown in the field, "Project filename.") You can use the actual filename as the Display name (e.g., "wp13us.wpt") or simply add a version number to the display name (e.g., "Create a blank document 13").

Note that you will have to do this in each version of WordPerfect you have installed on your computer, since each Project list is stored with its own version.

[Thanks to Roy "lemoto" Lewis in a post at WordPerfect Universe for this tip.]

Footnote 2

Advanced tip: You can import other "objects" -- customized keyboards, toolbars, menus, styles, etc. -- from another template (if they are not already present in the new template) with the Copy/Remove Object button on the property bar.

Simply click the Copy/Remove button, choose the Template to copy from, choose the Object type (i.e., Styles), select one or more styles, and click Copy to import them. Click Close when finished, then Save the template.

  • Save and back up the new custom template before importing other objects. This is especially important if you have spent a lot of time customizing the new template before importing other objects into it.
  • The template to be copied from must be in the same folder on your system where the custom template is located.
  • Some Styles available in the old template can be either normal format styles or outline styles. WordPerfect doesn't tell you which type of style they are in the Copy/Remove Template Objects dialog's Styles list, but when you copy them to the new template they will show up in the new template in the appropriate place (either the Format, Styles menu, or the Insert, Outline... menu, respectively).