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WordPerfect Templates:
Page Contents:
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Things you need to know first (see next column )
The default template - how to
find it, modify it, or fix it
The Additional Objects template
Custom templates
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Disclaimer, Distribution,
and Privacy Policies
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Things you need to know first
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Which
WordPerfect menu do you use?
Note that the
following menu choices refer to the
<WordPerfect> menu (right-click on the top
menu bar for a choice of menu). If you use a <Microsoft
Word> menu, the choices might be absent from your menu
(but not from the program), or they might be found under another menu
selection. See here
for more.]
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What are templates
and what do they do?
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To
modify (personalize) the default template to set up your
desired default fonts, margins, etc., for all new
documents, see below. To
create a custom template, see the section on custom
templates below.
However, if you are new to this information, it is a good
idea to read the Important Points below before proceeding.
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Important point #1:
Every
WordPerfect document you create is based on a template.
Important point #2:
In
WordPerfect, the word "template" has a very specific meaning:
A template is a
WordPerfect 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 (i.e., one with a .wpd extension, where "d" stands
for "document").
Note: It is important to understand that this is a very
different type of file compared to the one some people refer to when
they use the word "template." Here, they often have created and saved
an ordinary WordPerfect document (.wpd) to use as a
so-called "template" or "model" by continually opening it, changing
something in it, printing it, re-saving it, etc. -- again and again. This
is not what this article is about, and it is not a
good idea to do it, anyway, since using an ordinary document (.wpd)
this way invites document
corruption. (But let's not get ahead of the story.)
Important point #3:
Templates
define formatting and program options for a document such as margins, tab settings, Heading styles,
menus, toolbars, and keyboard definitions. They provide a skeleton
structure or "shell" that you can use to start a new document.
Important point #4:
Once created and
located in a template folder, templates are used only to
create a copy or image of the
template on your screen (i.e., in your computer’s temporary
memory).
Major
benefit: The
template itself is out of harm’s way for the casual user, making it
more difficult to accidentally modify or delete. The "spawned" document
can then be edited, printed and saved without impacting the template
itself. This might be particularly beneficial in many office
environments.
Another
potential benefit:
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.)
Important point #5:
There
are several types of WordPerfect template:
- Default template:
Even new, empty documents with names like Document1
(in the title bar at the top of the WordPerfect window) are based on a
special template, called the default
template (discussed below). When you open WordPerfect for the
first time, the blank document you see on screen awaiting your input
was created ("spawned") by the default template, which sets the default
margins, font, and so forth. (These can be changed to suit your needs,
as explained below.)
- Note that
when you install WordPerfect on a computer, it will create the default
template automatically -- and even if you delete it, the
program will automatically create a new, virgin copy of it the next
time WordPerfect is loaded. That is, each computer must have
its own copy for WordPerfect to function.
- Custom templates (discussed
in a separate section below): Unlike the typical default template,
these user-created templates usually also include text, such as the
“From:” and “To:” headings in a memo, or the logo and company name in a
letter. They can be based on another template such as the default
template, or they can be created from scratch, or they can even be
based on a normal (.wpd) document. Custom templates can be created any
time you need a specially formatted document that you might want to use
again. They can also be automated with prompts, bookmarks, and macros
to get information, insert it, modify it, and so on.
- Additional Objects template (discussed in a separate section below): This
template can be specified in the program as a repository of additional
customized menus, toolbars, styles, and the like. It is a sort of
"secondary default template" which mostly is used on networks to
provide a common source of such default "objects" (e.g., a customized
toolbar) for all users on the network, so that they can share them
easily.
- QuickWords template (discussed on a separate page):
QuickWords are abbreviations of words or strings of text that you
insert into a document. When you type the abbreviation in a document,
QuickWords automatically expands it. The QuickWord template is used
only to store the abbreviations and expansions.
- Shipping
templates:
Additionally, Corel creates some custom templates for inclusion in some
editions of the program. These specialized templates are often called
"shipping" templates, since they ship with those programs. Shipping
templates fall into two general sub-groups:
- predefined static
templates, such as a simple, preformatted “To Do” list; and
- dynamic, automated Projects that you
can use to create personalized letters, memos, faxes, résumés, and so
forth, with little thought or effort. These are further grouped into categories,
which are accessible from a drop list 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.]
Important point #6:
The
importance of styles in templates
Styles are
design elements -- just like the text attributes for bold, italic,
relative size or color -- that can be applied to text. Styles
act like "containers" to hold one or more such
formatting codes, and they can even hold text, graphical items, tables,
watermarks, and even other ("nested") styles.
Templates set up a special, initial style
that passes such design elements "downstream" to new documents when
they are created. This initial style code, [Open Style: DocumentStyle],
is visible at the very top of the new document in Reveal Codes, and it
will remain present for as long as the document exists. (If this code
is not present, see Footnote 4.)
This
initial style is the vehicle that transports whatever other styles or
format elements you wish to pass on to the downstream text in new
documents based on that template. Typically these include a default font and font
size, and default margin settings. It can be easily modified (more below).
[Incidentally,
WordPerfect has many features, such as headers, footnotes, and graphic
boxes, that are actually built-in styles. You can also create your own custom styles, if you
wish.]
Important point #7:
The
WordPerfect "stream"
The main thing to
keep in mind here is that, unlike some other word processors,
WordPerfect is a "stream oriented" program, where
format codes take effect until they are either discontinued (i.e.,
stopped or suppressed by user intervention) or replaced by another code
of the same type (e.g., a new text color).
Hence, new
formatting applied in the document is downstream
from previous formatting and upstream from other
(potential changes in) formatting.
Note especially
that single format codes can be inserted into the
stream of text and they will affect subsequent, downstream text; or, if
you select text first, they will bracket the
selection (with a pair of codes) and the formatting
will apply to that selection.
This simple
"stream" metaphor can help you with complex or creative formatting --
sometimes with things beyond what other word processors allow -- but it
can also help solve many format problems, too.
A bit of
"trivia":
Web pages using
HTML formatting are stream-oriented, too, since they have beginning and
ending codes for fonts, paragraphs, and so forth. So stream formatting
is not unusual, though it might be unfamiliar at first.
On the other
hand, Microsoft Word is "object oriented," where formatted items --
letters, words, paragraphs, sections or the entire document -- are
"containerized" into "objects." Containers within containers within
containers ... this can sometimes create formatting difficulties for
Word users. [For a comparison of these two programs -- although a bit
dated -- see http://www.wpvsword.com/wp11vsword11/index.php]
[Page top]
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Default
template
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First,
be sure you have read the section above, "Things
you need to know first."
Next,
you should know what the default template on your system is named, where it is located, and what happens to it if you delete it or rename it.
Scroll
down for information on how to modify it or fix it. (Network administrators can make use of the
Additional Objects template as the network "default" template; this is
discussed below.)
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The default
template's file name
- The actual default
(or "shipping") template file on disk -- the one created, 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.). Examples: wp8us.wpt;
wp10uk.wpt; wp13us.wpt. (Note that WordPerfect X3 = 13, WordPerfect X4
= 14, etc.)
- Each installation
must have (and use) this template on the computer; and as noted above
even if you delete it, WordPerfect will create a new, virgin copy of it
the next time the program loads.(Network administrators who wish to
provide a common "default template" for all users should see the
Additional Objects template section below.)
- Note that the
filename on disk and the name that is listed in File, New from Project
(or New in WP8) are different things. The former is the Windows name;
the latter is the "Project" name given to the template in the Project
category list, and which can be used to edit the default (or other)
template directly from within WordPerfect. See "How to modify your
template [Method 2]" below
for more on this topic.
Standard location on disk (WP9 and later versions)
- [Note
that this might not be the actual location on your particular system;
see the next paragraph below.]
For standard locations, see the
Corel Knowledgebase and search for Answer ID 3527 (or 753791)
[N.B.: The updated database article location is here.];
this document -- "Where are the WordPerfect default templates" -- lists
the Corel "standard" installation locations for default templates for
WordPerfect versions 9 and later, as well as newer Windows versions.
- Note: The
reason why both the standard and actual locations (below) are listed
here is that some users might want to know where Corel puts this file
during a normal (i.e., not custom) installation.
- Note: In newer versions of WordPerfect, if you change
the default location for the default template in Tools, Settings,
Files, Template tab, the actual location on your disk might chnage,
too. See the next section below.
Actual location on disk
- The location and
filename of your currently specified default
template can be found under Tools, Settings, Files, Template (tab).
[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).] This is where WordPerfect looks for
this important file.
- Tips
- 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.
- If you
can't find the default template (or any other template) in Windows
Explorer, see the next section ("...find
your default template").
- If you set
this default template location to another location, your QuickWords template will be
created at the new location, too.
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 (or QuickWords
template file or QuickCorrect
file) on disk with Windows Explorer or My Computer, it might be because
of a default setting in Windows itself that prevents you from seeing
certain files. Here's what to do.
- Windows
XP:
- Open Windows
Explorer (click the Windows Start button, Programs,
Accessories, Windows Explorer or right-click on the Windows Start
button);
- 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/7:
- Open Windows
Explorer or Computer (click the Windows
Start button then click on either Documents or Computer; or just
right-click on the Windows Start button);
- 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. [Macro writers
can use a single macro command to find the name of the template the
current document is based on: Messagebox(;;?CurrentTemplate).]
Automatic generation of the default template
- After closing
WordPerfect, if the default template file (WPnnxx.WPT) is deleted from
the disk or, better yet, renamed to something else (see Tip below), a
new (virgin) one will be automatically 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.
- Tip: To rename the file you could simply add to, or
change, the root of the filename (e.g., mydefault12.wpt,
wp15US-backup.wpt, etc.) Modifying the root filename will make it easy
to locate if you need to copy certain customizations from it.
- Note: Like with the default template, if you delete the
QuickWords
template, the program will automatically generate a new, virgin copy of
it in the same folder as the currently specified WordPerfect default
template. Both of these template files will be located in the folder
which is specified in Tools, Settings, Files, Template tab.
- Note:
Unlike with the default
template, it is not possible to automatically generate a custom template by renaming the
existing custom template. This is a good reason to keep backups.
| Next, you should know how to modify it, or fix it if that should be necessary (including how to
save your customizations that are stored in it). |
How to modify your
default template with new default settings
- Before you begin modifying your default template, especially with
major modifications, you should make a copy of it
in another folder to serve as a backup. You can find it on your system
using the methods above.
- Important:
- Renaming the default template after closing WordPerfect is
one way to make a "backup" of this important file, since (as mentioned
above) a new, virgin (a/k/a shipping) default template will be
recreated automatically the next time WordPerfect loads. WordPerfect
does this whenever it cannot "see" WPnnxx.WPT in the default
(installation) location. You can always copy any customizations such as
personalized toolbars from the renamed version later (for more on this
topic, click here.)
However, with renaming, you would have both the old (and possibly
customized) version and the unaltered shipping version -- the latter
becoming the new, probably stripped down default. Hence, instead of
renaming the file you might wish to make a simple backup of it, so that
you can modify your current working copy with new features, building on
what you might have already done to it.
- If you also
decide to 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; also
see "Before you begin..." above.)
- Tip:
See a step-by-step guide
with screen shots.
- Open
the Styles Editor.
- On a
<WordPerfect> menu, click on 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 open the Styles Editor dialog and
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, font size, or page
margins and make them the default for all new documents, too. To do
this, make the changes in the Styles Editor dialog using the Editor's
menu and/or property bar (at the top of that dialog), then be sure to
enable (i.e., tick) the checkbox at the bottom of the dialog, "Use
as default," and click OK, then answer Yes to the
confirmation dialog that pops up. The changes will affect both the
current document and the default template.
- Tips:
- After
you test your changes in a brand new document, you should disable
(un-tick) that checkbox to prevent unwanted changes to the default
template.
- To
set decimal or fractional font sizes, see the main Tips page here.
- Note: I do not recommend using
File, Document, Default Font (or, in WP8, using 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.
- Tip:
You
can rename this problematic menu choice (or even remove it altogether)
to something like "Default Font (DON'T USE)...". See "Customizing your menu..."
- Method 2: (For moderate to extensive changes to the default
template; also see "Before you begin..." above.)
- 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.
For those with multiple installations of WordPerfect on a network,
see the Additional Objects template section below.]
- Right-click
this name to Edit the template (or click the Options button, then
choose "Edit WP Template").
- [For
those with more than one version of WordPerfect installed on a single
computer: Be sure to take note of the full path and filename at the top
of the WordPerfect 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). Multiple installed versions of
WordPerfect create multiple copies of this file -- but the same name is
used for all of them in the File, New from Project (or just New in WP8)
list.]
- You can
make most formatting changes inside the template's initial style (e.g.,
font or page margin changes) by double-clicking the [Open Style:
DocumentStyle] code in Reveal Codes; then use the Styles Editor's
Format menu to make font changes. (See Method
1 for the general process and some tips.) 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.
- You can
also copy some customizations from another template into the default
template, such as customized toolbars and keyboards. See the main Tips
page, Section 7, under "Backing
up program files and migrating customizations."
- You can,
of course, make changes directly in the body text area of the template,
such as specify line spacing, font, etc. Whatever you add will be
inherited by new, blank documents. But it is probably better to edit
the DocumentStyle (see previous paragraph) so the changes are tucked
inside that initial style and are less prone to deletion in new
documents. (You could even add text, date codes, tabs, etc., to the
body text area -- but this is best done by creating a custom
template for such purposes, not by modifying the default
template in this way. You probably want all new, blank documents to be blank.)
- 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 displayed name in the Project list to reflect the actual
filename(s) of the default template(s). See Footnote
1.
How to fix a damaged or corrupted default template
- See Repairing WordPerfect
documents and templates. Note that some customizations are
stored in the Windows Registry (such as the display
of custom toolbars, and your custom page size definitions),
not in the template itself. These generally will have to be restored by
manually re-creating them.
How to transfer your template's customizations to
a newer WordPerfect version, or to a different computer, or from a
backed up copy of a template to a new template
Tips
[Page top]
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The 'Additional Objects' template
- This is another
"default" template that users can specify in Tools, Settings, Files,
Template.
From WordPerfect's X5's
Help file:
"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 [assuming the Update default
template... option is enabled; see below]....
To choose an additional
objects template
1. Click Tools
Settings.
2. Click Files.
3. Click the Template tab.
4. In the Additional template folder box, click the Browse 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 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.
[Note:]
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."
- In addition to the
network deployment discussed above, the Additional Objects template
might also be used to store special custom menus, keyboards, etc., that
you might wish to give to another user (via physical copy of the
additional objects file) or to use with your other WordPerfect versions
(by copying it to the appropriate template folder for each version). It
offers a means to keep these items separate from your default template
but still have them available in all new, blank documents.
Custom templates
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All
users:
Intermediate
to advanced users:
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Creating,
modifying, fixing, or deleting your own custom templates -
How to open a new document based on a custom template
- To create
a custom template:
- Click File,
New from Project (or just File, New in WordPerfect 8). The
PerfectExpert dialog opens. (In WP8 this dialog is named New.)
- Under the
"Create New" tab, select "Custom WP Templates" or any other preferred
group from the top drop list. This group is where you want to see the
new template's name appear when you have finished creating it.
- Click the
Options button, then click "Create WP Template" on the drop list that
appears.
- [Note:
The "Add Project" choice on the drop list is typically used for
creating or importing automated, predefined projects which use
PerfectExpert "helper" files. Predefined project files -- such as the
memo, agenda, and budget projects included with the WordPerfect Office
-- have an .AST or .ASX filename extension. On the other hand, standard
WordPerfect documents (.WPD) can also be used as projects, but you
should find the current procedures described here more often useful
since they produce custom templates that can be edited at any time with
"Edit WP Template."]
- A new,
blank template document should appear on screen, with the name Template1
at the top of the window, and with the Template Property Bar displayed
just below your other toolbars. [Note: The Template Property Bar has
the “Build Prompts” button on it. If it (or any property bar) does not
show, click View, Toolbars, Property Bar to display it.]
- Create your
new template in the open Template1 document. Type
any text, format the document, and set any styles, toolbars, etc.
Whatever you enter in this document and then save will become a
template for future use.
- Tip: You
can create the new template from scratch in the open Template1
document, or you can use an existing
WordPerfect document as a basis for your new template by inserting it
directly into Termplate1. To use an existing
document, simply place the cursor where you want the new file to be
inserted and click Insert, File. Choose your existing document and
click Insert. Answer “Yes” to any question about overwriting existing
styles, which will overwrite defaults (such as font types) for the new
template (not for all templates). Edit the newly inserted material as
needed; for example, you might need to remove existing bookmarks,
prompts, date codes, or text.
- Save the new
custom template with File, Save. The "Save Template" dialog will appear.
- In the
Description field of the Save Template dialog, type a description
(e.g., “My personal letterhead,” “Company invoice,” etc.). This appears
in the PerfectExpert (or New) window when you create a new document.
- In the
Template Name field, type a filename for the project template, without
a filename extension (e.g., “My personal letterhead”). The template
file will be saved in a folder (subdirectory) that corresponds to the
group, with a .WPT filename extension automatically added to whatever
name you typed in the Template Name field.
- From the
bottom drop list, choose a template group/category (e.g., Custom WP
Templates), then click OK to close the Save Template dialog.
- Tip:
You can create your own categories beforehand with
File, New from Project, Options (button), Create Category. If you want
the category to appear near the top of the list, begin the name with a
bracket ([).
- Since the
template file has just been saved, close the current window with File,
Close.
- Tips
- See Related pages and tips in the
left column.
- You can
import other "objects" (customized keyboards, toolbars, menus, styles,
etc.) into the new template from another template. See Footnote
2 below.
- To create
a custom, automated ("prompted") template, see "Automating WordPerfect Templates".
- To trigger
a template macro to automatically play when you
open a document based on a template, see here
(this information is also included in the "Automating WordPerfect
Templates" article in the previous tip).
- (Arcane
tip:) To find out
later 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 open ("load") a new document based on a custom
template: The
standard method of loading a new document based on a custom template is
to use File, New from Project (or File, New in WordPerfect 8), then
select the category and name of the template, then click Create (i.e.,
a new document). However, there are easier and faster ways, especially
if you frequently use the same template-generated custom documents. See
Loading new
documents based on custom templates, which describes several
methods (toolbar button, macro, etc.) to more easily load such custom
documents.
- Note that when
you load a new document based on a custom template, the name of the
document on screen will be Document1 (or Document2,
etc.) -- the same generic name as any new, blank document based on the
default template. When you save it you will give it a new name.
- To modify a custom template: Like the default template described above, you can modify a custom
template. There are a couple of ways to do this but the best (or most
intuitive) might be to modify it by directly editing it.
[Caution:
Be aware that if you wish to modify a standard WordPerfect
Project, rather than a user-created custom template, some
Projects are automated with internal coding and an
additional "helper" file. This can mean that your modifications might
render them partially or completely inoperative. (A clue is the
presence of [Named Region] and/or [Bookmark] codes visible in
Reveal Codes. Don't delete them.) Make a copy of the Project with the
Options button and work on the copy.]
- 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) with "Edit WP Template".
Note the full path and filename at the top of the WordPerfect 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.
- To delete
a custom template,
first determine the custom template file's location on your computer
with File, New from Project, <select the name of the
template>; then click the Options button, choose Project
Properties, and jot down the path and filename you find there. Then
exit from WordPerfect and use Windows Explorer or My Computer (or just
Computer in recent versions of Windows) to navigate to the folder that
contains template file. Delete the file. Re-open WordPerfect, and click
File, New from Project, Options (button), Refresh Projects.
- Note: Removing
a category does not delete template projects from your hard drive. If
you remove a category containing projects not stored in another
category, a new category, "[Deleted Projects]," is created containing
those projects. [- From WordPerfect X5's Help file.]
- Tip: To find
out which template 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. [Macro writers can use a single macro command to find the name
of the template the current document is based on: Messagebox(;;?CurrentTemplate).]
- Template
macros don't play? Here's how to enable them.
- If a template
macro does not play automatically, such as when you attempt
to use WordPerfect Projects that contain them, template macros may have
been turned off by a user in response to a program message.
- According
to the Corel Support Database (http://support.corel.com),
"When a template is opened which contains a PerfectScript® template
macro, a dialog is presented asking if the user wishes to disable the
macros in the document. If you answered [in the affirmative and also]
enabled the "Do not show this message again" option [with] 'Yes,' you
will be unable to use any template macros within WordPerfect.. . ." See
Answer
ID 758276 at the above site for the solution [repeated
below for convenience]. [Also see Kenneth Hobson's macro
solution here
to restore the Registry setting that displays that dialog.]
- [From
Corel Answer ID 758276:]
- "How do I
restore the template macro prompt dialog after hiding it?
- Details:
- When a
template is opened which contains a PerfectScript® template macro, a
dialog is presented asking if the user wishes to disable the macros in
the document. If you answered [in the affirmative and also] enabled the
"Do not show this message again" option [with] 'Yes,' you will be
unable to use any template macros within WordPerfect
- When
opening templates which contain PerfectScript® projects in WordPerfect,
some options may not work or may not be shown if the template macros
are disabled. If you are not prompted on opening a template containing
macros, you may need to reenable the template macros.
- Answer:
- If you are
not prompted when using a template which contains macros you can follow
these directions to restore the prompts to factory default:
- Please
read this article prior to performing these steps.
- Title: How
To Back Up, Edit, and Restore the Windows Registry
URL: ... [UPDATE Feb 2011: This is now a "dead
link." Try this article instead:] "How to Backup
the Registry in Windows 7, Windows Vista and Windows XP?"
- 1. Close
all applications, including WordPerfect.
2. Click Start, Run.
3. In the Open text box, type: Regedit and click OK.
This will launch the Windows Registry.
4. Click File, Export (or Registry, Export)
5. In the text box, Save in: select My Documents or Desktop.
6. Towards the bottom where it says File Name: type CorelBackup
7. Below to the left, under Export Range, select All and click Save.
8. The cursor will change to an hour glass and will return to a pointed
arrow
9. Click the + to the left of HKey_Current_User
10. Click the + to the left of Software
11. Click the + to the left of Corel
12. Click the + to the left of WordPerfect
13. Click the + next to your version number of WordPerfect.
14. Right-Click on "HideDialogs" and select Delete.
15. Click Yes on the confirmation dialog.
16. Close the Registry Editor with the X in the upper right corner.
17. Relaunch WordPerfect.
- WordPerfect
will now prompt you when you open a Template containing template
macros." [Copyright © 2008 Corel Corporation.]
- Now, when that
message does display again (e.g., when you try to open the same
template Project again), answer No to the question about disabling
PerfectScript macros; then you can also answer No to "Do not show this
message again."
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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 displayed name in the Project list to make them
easier to find and edit.
Try one of these methods:
- To change the
listed name to another name:
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 (the Projects.usr file) is
stored with its own version of WordPerfect.
-or -
- To change the
listed name to the actual Windows filename (but without the .wpt
extension): Edit
the template File, New from Project, then right-click the filename,
choose Project Properties, and choose Edit WP Template. When the
template opens, click the Description button on the template toolbar,
and delete the contents of the Template Description dialog. Save the
template, and then refresh the Project list with File, New from
Project, Options, Refresh Projects.
- Note that, to be on
the safe side, you probably should not do this for templates created in
another version of Wordperfect. Use the first renaming method above for
those templates.
[Thanks to Roy "lemoto"
Lewis in a post here
at WordPerfect Universe for the first tip, and Noal Mellot in his post here
for the second 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 Template toolbar.
First, back up the target template you wish to modify.
Second, if the source template is not already in the
same directory/folder as the current default template (or any other
"target" template you wish to modify), then copy it there with Windows
Explorer or Windows Computer. The location of the default template
folder will be indicated in Tools, Settings, Files, Template. You
should rename the source (e.g., MyOldDefaultTemplate.wpt) before
copying it so it will not conflict with an existing template of the
same name. (The source template needs to be in the same folder as the
target template.)
Third, open the target template for editing. [See Method 2 above for complete
steps.] When it opens, simply click the Copy/Remove button on the
Template toolbar that should be visible (it will have these buttons:
Build Prompts...; Copy/Remove Object...; Associate...; and
Description....) Then choose the "Template to copy from" (the source),
and then choose the "Object type" (i.e., Styles). Select one or more
objects, and click Copy to import them. Click Close when finished, then
Save the template.
- Save and back
up the target template before importing objects. This is especially important if you have spent a
lot of time customizing the new template before importing other objects
into it.
- As noted, the template
to be copied from must be in the same folder on your system where the
custom template is located. This is an often overlooked step.
- 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).
Footnote 3
More on using the Format,
Font dialog:
The Format, Font dialog has
a Settings button that allows you to "Set the font
and point size as the default for all document." If you use it I
believe you might have similar problems to those explained above ("Note: I do not
recommend using ...").
This particular dialog
might have been "inherited" from WordPerfect 8 and earlier versions,
and while it might have worked well in those versions, it probably
should not be used in recent versions of WordPerfect to set the default
font and font size for future (new) documents. See Method 1 above, which uses File,
Document, Current Document Style to set the default font and
font size for all new documents.
[To add one final -- if
esoteric -- blow to using this Format, Font dialog:
Some users have discovered that clicking in the "+" symbol in the Font
list in that dialog lets you choose a "sub-font" or "sub-face" such as Times
New Roman Italic or Times New Roman Bold.
Applying italics or bold this way is problematic since their format
codes cannot be easily found and replaced globally -- even with a macro
such as Replace
Codes by Ron Hirsch (which can replace one format code with
another, and even augment format codes). Instead, you should apply font
attributes such as italics and bold with the Text property bar on the
main document screen, or use the shortcut keys of Ctrl+I
and Ctrl+B on selected text. This issue was
discussed on WordPerfect Universe some time ago: see http://www.wpuniverse.com/vb/showth...96705#post96705
and preceding/following posts.]
Footnote 4
For arcane (and not well
understood) reasons, if you start a new WordPerfect document
from Windows (e.g., by right-clicking on the Windows desktop
and selecting New, WordPerfect document) rather than from
WordPerfect's File, New menu, it will create the new document
based on a separate file (wordpfct.wpd) which only acts
like a template, rather than create it from the usual default template,
as explained above. The [Open Style: DocumentStyle]
code will be missing. [Another
bit of arcana related to this initial format code was recently discovered
with WordPerfect X5: Using a macro
in a global
search/replace routine for all [Open Style] codes will delete the
initial code as well. It is better to use a routine that starts searching just
after the initial code before it replaces any of these particular codes.]
See the WordPerfect
Universe post starting here -- and read the links in the
posts about the discoveries made and the recommendations offered. Probably
the most important recommendation is to
always open documents the traditional way, with File, New from the
WordPerfect menu, if at all possible. That way, you are sure
to be using the default template that is set in Tools, Settings, Files,
Template -- the one that passes downstream to the new, blank file any
customizations you may have made to that template (default font, page
margins, etc.).
Footnote 5
Is there
a quicker or easier way to create a custom template (than
the method described above)?
Yes. You can simply create
a normal document with the usual .wpd filename
extension, save it, and then rename it with a .wpt
filename extension. Choose it in the File, Open dialog and it will
spawn a duplicate of itself, just like any other template.
A small disadvantage here
is the template could then be located almost anywhere -- which might
not be optimal for some folks, such as those in an office where
machines might be shared. The traditional methods described above for
creating a custom template will automatically create an entry in the
File, New from Project list, and place it physically along with other
custom templates. This might make it a bit easier to use or edit.
Another disadvantage is
inherent in the method itself: To edit the template later and make
changes you will need to (1) locate it, (2) rename it back to a normal
document with a .wpd filename extension, (3) edit it, (4) save it, and
(5) rename it back to a template file with a .wpt extension.
So if you used this file
renaming method to create the template, you still
might want to place the resulting template file in the same folder or
sub-folder as your other WordPerfect template Projects so that you can
easily edit it without having to go through the
file-finding-renaming-editing-renaming process. (When they are placed
in that folder for the first time, simply Refresh the Project list with
the File, New from Project, Option button.) Then to edit it just
right-click on its name in the Project list, and choose "Edit WP
Template."
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