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Barry MacDonnell's
Toolbox for WordPerfect

Macros, tips, and templates for Corel® WordPerfect® for Windows®
© Copyright 1996-2017 by Barry MacDonnell. All Rights Reserved.

Page updated Aug 7, 2017

WordPerfect Tips
Main tips page | Browse tips
Updating, upgrading, or reinstalling WordPerfect

Note

WordPerfect menu choices refer to the <WordPerfect> menu. (Right-click on WordPerfect's top menu bar for a choice of menus.)

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.

If the menu choices or toolbars discussed on this site seem to be missing from your program, see here.

[Part 1] Overview: Some things to keep in mind about WordPerfect documents and program files

[Part 2] Updating your current copy of WordPerfect - i.e., bringing your program up to date with a Corel Service Pack or "patch"

[Part 3] Upgrading to a newer version of WordPerfect

[Part 4] Uninstalling and/or reinstalling your current WordPerfect program (and how to completely remove it)

...

[Part 6] Multiple versions of WordPerfect on the same computer

[Part 7] Transferring macros from one system to another, or from an earlier version of WordPerfect to a newer version


[Return to main Tips Page]




Part 5:  Migrating  customizations

"An explanation in words makes any activity seem more
complex than it is in practice." - Roy 'lemoto' Lewis


Before you start
Please read (or at least scan) the following material from here to the bottom of this page.

You probably won't need to use all of it or even most of it -- it's intended to be a comprehensive reference -- but you might need to come back here later for specific information.

Files you should back up before upgrading or reinstalling WordPerfect

•  Even if you believe you have not modified or customized your program it's still a good idea to locate and back up your currently active default template before you upgrade or uninstall/reinstall the current program so you can migrate any user customizations that might be stored in it.

Q: Why do you need to locate and back up the currently active default template?

A: There are several reasons.

It is the file that contains many of your current program customizations and default document preferences. A
backup makes it easier and quicker to restore things later, such as keyboard shortcuts, customized toolbars, new document default font, etc.

However, there can be more than one default program template of the same name installed on your system. Sometimes users or perhaps IT personnel use (and specify in the program's Settings) a different folder for this template than the one used during program installation, and they (or the program) create a new default template in that folder. That template then becomes "currently active".

Hence, whether the file is in its standard location or in a new location it should be backed up, both periodically and before migrating or reinstalling WordPerfect.

It's also important to note that while the currently active template stores many of your program customizations and document preferences it does not store all of them.
You can use the check list in Section III below to determine whether you need to back up and/or immediately migrate other items as well.

Further, the same folder that contains your currently active default template also contains a special template that holds your current QuickWords list. (In fact, the program will create a new empty copy of the QuickWords template in that folder if it cannot find an existing one!)

Thus it can be very helpful to know where these templates are located on your computer.

See the Templates page as well as the following sections and related linked pages for more information.


•  On the other hand you might not need to migrate every customization you have made such as a custom style you've applied to a document which you still have available on disk. Sometimes it's easier and quicker to re-customize the item when the need arises. But you should be somewhat familiar with these things before making major changes to the program. Again, see Section III below.

•  Now might be a good time to back up your personal documents (.wpd) and macro files (.wcm), too. For "double insurance" back up your entire boot drive with a disk imaging utility. There's one built into Windows 7/8/10 (although somewhat hidden in Windows 8/10) that can create a system drive image that can be used to restore the drive, or you might use something a little more user-friendly such as Acronis TrueImage or Macrium Reflect.

•  It might be helpful to first read the previous sections (Part 1, 2, 3, and 4). Then refer to the following information.

Section I:  Transferring (migrating) specific customizations when using the same WordPerfect version on a different computer

You can use the information in the FAQ below ("Transferring keyboards, toolbars, menus, etc. from old version," from WordPerfect Universe), which discusses migrating certain customizations from an older version of WordPerfect to a newer version.

However, that FAQ also applies to some other situations, such as transferring these items from a specific version of WordPerfect (e.g., WPX5) to a new installation where the same version (e.g., WPX5) is installed.

In both cases you should also make decisions about any other customized items described under "Transferring (migrating) specific items" below.

[A little off-topic information: The FAQ also applies to transferring these items from a renamed version of the currently active default template to a factory fresh version of that same template file. (Renaming the currently active default template file is a common troubleshooting method, as explained here.)]

Notes (and also for future reference):

¤ If the new WordPerfect installation is truly new -- it is not yet customized -- you can probably just copy the currently active default template from the first installation to the new installation as long as both these templates have exactly the same name and come from the same version of WordPerfect. There's no need to copy individual items stored in the template, as the FAQ explains. You are simply cloning the existing template file into the same version of WordPerfect.

However, if the installation is not truly new, or if your older default template comes from a different version or it has a different name from the factory default, you can follow the instructions in that FAQ (below).

[Resource: For more on locating your default template, etc., see The default template - how to find it, modify it, or fix it. This important file is the one on which all new, blank documents are based.]

¤ Even though you are installing the same WordPerfect version on a different computer, be aware that not all customizations are stored in the default template. Therefore, review the Check List below for other items you might wish to migrate to the new installation.

¤ Be aware, too, that Corel only supports the current version and the immediately previous version of WordPerfect. This can become important when Microsoft upgrades the Windows operating system -- and you upgrade to it or buy a new computer with it installed -- since earlier versions of WordPerfect might sometime have issues with the newer operating system.

This happened with Windows Vista, Windows 7, and Windows 8. Corel usually certifies that the previous WordPerfect version will also work on the new operating system, but does not certify earlier ones.

Furthermore, even if issues with an earlier version surface, there is no guarantee they will be fixed with a Service Pack ("patch"). It's often a matter of limited company resources, something that is very common these days.

With newer operating systems, you might be saving some time and frustration by purchasing the most up-to-date version of WordPerfect. See "Upgrading..." for some tips.

¤ If you are upgrading from a Windows XP or earlier version of Windows to a newer version of Windows (Vista, 7, 8, etc.) see the Sidebar note in Part 1: "What happened to the Documents and Settings folder?"

Section II: Transferring (migrating) specific customizations when upgrading to a newer WordPerfect version on the same computer or a different computer


You can easily transfer (i.e., copy) customized keyboards, toolbars, etc., to a newer version as explained in -

(A) the Transferring keyboards... FAQ below, or
(B) the Saving and Recovering Customizations FAQ below, and/or
(C) under the more comprehensive Check List for transferring (migrating) specific items, below.

Cautions

•  Not all customizations are stored in the default template! (See the check list in the next section for more information.)

•  Can you simply re-use a default template from another version of WordPerfect? You could ... but ... be aware that simply renaming an older version's default template with the factory-shipped name of a newer version's default template, or vice versa, for use in the different version is a very bad idea.

Why? Default templates are created by Corel to be version-specific and as a result they have version-specific names.

Hence, it is better (read: less problematic) to use the transfer methods in the section below to copy many of your customized items from one default template into a different default template. (Most other WordPerfect templates -- including any you have created -- are not so constrained. For more on this topic see here.)

[Tip: If for some reason you have already renamed a default template from an older version of WordPerfect to use in a newer version, you can simply rename it again (i.e., in the newer version template folder). When you re-launch the newer program it will automatically generate a factory fresh copy of the default template for that new version. Then you can use one of the methods above (A, B, or C) in this section to transfer the customized keyboards, toolbars, etc., into the new version.]

Notes and tips

¤ You can have more than one version of WordPerfect Office on the same computer. See "Multiple versions...".

¤ Starting with WordPerfect X6 the (greatly simplified) installation routine lets you choose to migrate any or all of the following:

(1) the most recently used documents list;
(2) newly created (i.e., custom) templates;
(3) newly created (i.e., custom) macros;
(4) the WordPerfect address book;
(5) your QuickWords template file; and
(6) your user word lists (i.e., the QuickCorrect lists).

You can still use the manual methods below by un-checking these options duting installation. However, you will still need to manually migrate other items such as custom toolbars, keyboard definitions, custom styles, etc., as discussed in the next section.

Section III: CHECK LIST that can be used whenever needed: Transferring (migrating) specific items to a different WordPerfect version -or- reinstallation of the same WordPerfect version on the same computer or a different computer


[Note: This section is somewhat duplicative to sections I and II above, but it should be more comprehensive -- especially since it deals with some items that are NOT stored in the default template.]

Customized default formatting

The default font and some other factory-shipped (and, optionally, user-specified) default document formatting is set in the currently active default template.

But whether you can simply use that same default template file on another system, or whether you should instead copy various customizations from it into a new installation's default template, depends on whether you are using the exact same WordPerfect version on a different computer -or- you are upgrading to a newer WordPerfect version. See Sections I and II above.

Note:

Some document formatting -- such as custom styles -- can be added by users into the default template so that new (blank) documents will "inherit" them. But some formatting can be document-specific or can be stored in other system locations (i.e., separate program files, Windows registry, etc.).

Hence, you should scan the following items to see if they apply to your situation.

Customized keyboards ("shortcut keys" or "keyboard shortcuts")

These items are stored inside the special default template file as part of one or more "keyboard definitions".

Hence, before attempting to transfer or recover these definitions  the currently active default template should be backed up first. (See here for how to find it on your system.)

See also the Transferring keyboards... FAQ below for help transferring these items to a new installation or recover them from a backup of the template file.

For future reference on how to set up (assign") shortcuts such as program features or macros to keys, see here.

Customized menus

Like keyboard definitions (above), these items are stored inside the default template file.

Generally, it is considered unwise to simply replace the newer (top) menu with one from an earlier version of WordPerfect.

It is better to manually re-create the old menu customizations on the newer menu using the older version as an on-screen reference. That way, you won't lose newer features or functions that might be included on the newer menu. (See also "Customize your menu - How to add, edit, rearrange, or remove menu items" here.)

You can do this two ways:

Method A: If you still have the older WordPerfect version installed, open it as your reference along with the newer version and switch between versions as you update your new version's top menu. Also see the tips page on adding new choices to a menu.

Method B: If you only have a back up copy of the older version's default template you can -

(1) copy and rename the newer program version's <WordPerfect Menu> with Tools, Settings, Customize (this will make a backup of it); then

(2) copy the older <WordPerfect Menu> into the newer version of WordPerfect to replace the existing (default) menu (you can use the same basic method used to copy custom toolbars -- called "Objects" -- as described below); then

(3) temporarily enable both the backup version and the new menu version (Tools, Settings, Customize) and use the backup as an on-screen reference to manually re-create any of your preferred customizations on the newer menu.

Also see the tips page on adding new choices to a menu ("Customize your menu - How to add, edit, rearrange, or remove menu items" here.).

Customized standard toolbars and user-created custom toolbars

As with standard toolbars, user-created toolbars are usually stored in the default template (or sometimes inside a custom template). Hence, the template should always be backed up first.

For regular, standard toolbars that you have customized (i.e., modified) see the Transferring keyboards... FAQ below about how to copy (migrate) them.

On the other hand, if you have created a special customized toolbar in a previous WordPerfect version and you want to copy it, or buttons on it, into the new WordPerfect version, see this tip on the page How to create a new custom toolbar.

Notes

¤ Whether custom toolbars appear (or not) in your WordPerfect program, as well as where and how they appear, is determined by settings stored in the Windows Registry, not in the template itself.

    These settings generally will have to be restored manually after migrating the toolbars; you can do this quickly and easily by enabling (ticking) them in Tools, Settings, Customize, Toolbars tab (and also the Options button, if you need to establish a specific toolbar appearance or screen location).

¤ If some buttons on the previous toolbar play custom macros, you might have to edit the moved/copied button with the Toolbar Editor to specify the new path to the related macro on the new system.

    This is needed if the buttons on the previous toolbar contained a specific path to the custom macros they were set up to play.

    However, if the custom macros are copied into either of the two folders specified in Tools, Settings, Files, Merge/Macro (i.e., the Default and Supplemental macro folders), then you should be able to use just their file names on the new version's toolbar buttons, without a full path (i.e., without the drive and folder name). The program will still find them if they are located in either of those special folders. See " How to create a toolbar button..." for details.

QuickWord lists

QuickWords are stored in their own special template, which is located in the same folder as the currently active default template. Hence, the QuickWords template should be backed up first.

See How to migrate your QuickWords to a new version of WordPerfect. [Alternative: see the Saving and Recovering Customizations FAQ below.]

Starting with Wordperfect X6 you can have the installation routine migrate this item for you.

  QuickCorrect lists and QuickCorrect settings

•  QuickCorrect lists (a.k.a. User Word Lists)

QuickCorrect (the first tab under Tools, QuickCorrect) has two related functions:
(1) automatically correct common typing mistakes, and
(2) quickly insert a string of text characters or a symbol based on shorthand text (i.e., "expand an abbreviation").
For more on these two features see here.

These functions depend on User Word Lists (see below).

To explain further:

QuickCorrect lists are stored in their own special program file(s) with filename extensions of .UWL, and the location of the default list varies with the WordPerfect version and operating system as described in the Corel support database linked below.

See also the next section on Word lists, which use the same program file as QuickCorrect lists.

If you have created lots of QuickCorrect entries, you should locate and back up these files before migrating them to a different installation or a new version of WordPerfect. You can then use the QuickCorrect files on the other installation. As a Corel support database article (Migrating QuickCorrect List to current version of WordPerfect) states about the standard User Word List file:

... "One will need to copy the [standard] UWL file from the previous folder to the new. At the same [time], if the [standard] QuickCorrect file is for a different version of WordPerfect, one will need to change the number of the file name.

[For example] If going from WordPerfect 12 to WordPerfect X5, the file will need to be renamed from "WT12US.UWL" to "WT15US.UWL"."

As the Word lists section below discusses, there can be several user word lists: one standard list (usually set as the default) and up to 10 personal word lists. Each is a separate disk file.

Starting with Wordperfect X6 you can have the newer program's installation routine migrate the .UWL file for you (assuming it still exists on your computer).

•  QuickCorrect settings (i.e., the options under the tabs on the Tools, QuickCorrect dialog, not the QC correction entries)

There is a user-customizable WordPerfect macro on this site (QC.wcm) that toggles the state of the various QuickCorrect, QuickWord, Format-As-You-Go, SpeedLinks, and SmartQuote settings. (See WordPerfect's Tools, QuickCorrect for your current settings.)

Of course, you don't need a macro to set these options, but it makes it easier to restore them to your preferences.

Word lists (dictionaries)

In the WordPerfect Universe FAQ below ("What files do I need to back up...") you will will find this:

"User Word List and QuickCorrect Entries: The [standard factory shipped] user word list (the list of words you have added while running a spell-check), along with the list of your QuickCorrect entries, is kept in a file called WT#XX.UWL (where # is the version number and XX is the country or language code, e.g., WT11US.UWL)."

Notes

¤  The first two letters of the standard User Word List are "WT," not "WP," and the number indicates the version of the WordPerfect program. For example, in the U.S. version of WordPerfect 12 the file is WT12US.UWL; in the U.S. version of WordPerfect X7 the file is WP17US.UWL, and so on.

For standard locations on a computer, see Corel's support database article, Migrating QuickCorrect List to current version of WordPerfect ("How to migrate the QuickCorrect™ list from previous WordPerfect® versions to your current version of WordPerfect.") [Alternative: see the Saving and Recovering Customizations FAQ below.]

¤  Note that some users create separate personal user word lists for specific types of documents. These files (there can be up to 10 of them) might be named differently than the standard user word list (they will still have a .UWL extension). Moreover they might also be located in one or more folders other than the default folder. [For more see the main QuckCorrect page here.]

¤  These standard User Word List files may be stored in an "unexpected" location, such as ..\My Documents\Corel User Files or in the user's ..AppData\Roaming folder tree. (If there is more than one standard word list file with the same name in different locations, the file's date should help tell you which one you should back up.)

¤  Starting with Wordperfect X6 you can have the program's installation routine migrate these items for you. Or you can: (a) rename the new version's file (to back it up); then (b) copy the older version's file to the new version's folder; then (c) rename the copied file to include the new program's number (e.g., WP17US.UWL for the U.S. version of WordPerfect Office X7).

¤  If you have added words to the standard Main Word List (using WordPerfect's Spell Utility), you should also back up that file, which is called WT#XX.MOR (where # is the version number and XX is the language code, such as WT11EN.MOR). The disk location of the .MOR file is shown in the Spell Checker's Options, Main Word Lists button.

For more information about WordPerfect word lists [Main word lists, User word lists, and Document word lists], see [the WordPerfect Universe FAQ, "How Do I Edit Dictionaries (Word Lists)?"]."

Custom styles (including Outline styles and Graphic styles)

The best idea is to first export (i.e., save to a special file) the styles from the other WordPerfect program [they are stored in either specific documents or they might have been saved to the default template or a custom template], and then import (retrieve) them into the current WordPerfect program.

If you still have the documents to which these styles were applied, you can retrieve the styles directly from the document(s).

See the page on custom styles for this and several other methods you can use to retrieve them.

Custom templates

"Custom templates" does not mean migrating a modified factory-shipped default template (discussed below). Here, it means ether [A] a non-default template you created from scratch or [B] a recent factory-shipped WordPerfect Project that you modified. We call them custom templates to distinguish them from the program's special default template.

Notes:

¤  If you wish to migrate the customizations stored in the original program's default template, use the reference material below (a WordPerfect Universe FAQ) as your guide.

¤  If you wish to use an older automated WordPerfect Project -- i.e., a template made up of two related files with filename extensions of .wpt and .ast, included with (about) WPX3 and earlier -- in a newer program version, you might be able to do so as discussed here.

Method: To migrate a custom template into a new WordPerfect installation -

•  In the new program installation, locate the appropriate category folder (on your hard drive) for the custom template:

- Choose a Project in the desired category on the new system with File, New from Project, <select the name of the template>.

- Click the Options button, choose Project Properties, and jot down the full Windows path you find there [you can always create new categories first with the Options button].

•  Exit from WordPerfect and use Windows Explorer or My Computer (or just Computer in recent versions of Windows) to navigate to the folder.

•  Copy your custom template file there.

•  When you next load WordPerfect, you should refresh the Projects list with File, New from Projects, Options button, "Refresh Projects".

Alternative: You can place a custom template file (.wpt) anywhere on your disk and simply double click its file name in Windows Explorer to open a new document based on that template -- but obviously you will need to find that template before you can use it. (There are some easy ways to do this with the help of toolbar buttons or macros: see here.)

Starting with Wordperfect X6 you can have the installation routine migrate these items for you. (Presumably, they should be in the same locations are factory templates, and shown in the File, New from Projects list on the earlier version.)

Custom -

•  page set-ups ("page definitions" that specify the type and size of the paper, orientation, etc.)

•  page numbering formats

•  labels ("label definitions" that specify the commercial label sheets or customized label layouts)

•  sort keys (custom sorting rules created with Tools, Sort)

Important:

Several (but not all) of these items are stored in the Windows Registry, as noted below.

Because many items in the Registry can vary with each user's system (or each user profile on the same system), it probably is best to re-create these items in the other/new version of WordPerfect.

Therefore, it might help if you examine the items in the WordPerfect program before upgrading or re-installing the program, and jot down their names, dimensions, dialog field entries, etc. Then use this data when you re-create the items.

¤  Pages:
The customized items listed in Format, Page, Page Setup (or File, Page Setup) are stored in the Windows Registry -- possibly in several locations. Advanced users might want to refer to this post on WordPerfect Universe about exporting/importing page definitions to the Registry.

¤  Page numbering formats:
When you create a new page numbering format with Format, Page, Numbering, Custom Format (button), the program will store it in a new Windows Registry key. For example, using WordPerfect X6 in Windows 7 it will be something like -  HKEY_CURRENT_USER\Software\Corel\WordPerfect\16\Page Numbering\<key name here>.

Tip: Custom page numbering can be easily deleted in WordPerfect using Format, Page, Numbering; then select the custom format and press the Delete key.

¤  Labels:
The customized items in Format, Labels are stored in a *.LAB file on your computer. You might be able to transfer the file to a new system or new version with the method discussed in this WordPerfect Universe thread.

¤  Sort keys:
Like page set-ups and page numbering, customized sort keys created in the Tools, Sort dialog are stored in the Windows Registry.

For example, using WordPerfect X6 in Windows 7 it will be something like -
HKEY_CURRENT_USER\Software\Corel\WordPerfect\16\Sort Entries.

Advanced users familiar with exporting and importing Registry keys could use that method, as suggested on WordPerfect Universe here (always back up the registry first):

"Sorts can be exported from the registry and then imported on another machine or for a different WP version: locate the proper registry key, export just that key, import it on the new machine as long as the same WP version is on both machines and you haven't already created custom sorts in the new machine. If you're trying to move sorts from one version of WP to another or to combine sorts from two systems, open the exported registry file(s) in Notepad where you can make any necessary edits (change the registry path for a new WP version, copy sorts from one registry file to paste to another if combining, etc.), then when you have a registry file with all of the proper information, import it."

Custom macros

Since macros are user files, they will not be overwritten or deleted by the program during an upgrade or uninstallation and reinstallation. But it is a good idea to back them up first.

If you have created or customized macros, see the section on "Transferring macros from one system to another, or from an earlier version of WordPerfect to a newer version" here.

Starting with Wordperfect X6 you can have the installation routine migrate these items for you. However, if you intend to retain the earlier version of WordPerfect on your system alongside the new version, you might still want to keep them separate from the new macros for the reasons given here.

Note that macros should be stored in one of two program folders:the Default and Supplemental macro folders, which are shown in the Tools, Settings, Files, Merge/Macro (tab) dialog. You can specify your own folders in either or both of those two fields (then reload WordPerfect to refresh the settings). [You can place macros in other folders if you play them with a toolbar button or shortcut key that contains the full path to them. However, this makes managing such macros more difficult.]

If you have set up toolbar buttons to play macros, see the notes under "Custom standard toolbars and user-created custom toolbars" above. You might have to modify one or more toolbar button's path to the new macros location so that the program can find them.

Address book

NOTE: The address book has changed over several WordPerfect versions. In recent versions, your entries should be in a sub-folder in the "My Documents" folder (or in recent versions of Windows, the "Documents" folder) named CCWin\Address Book.

•  Migrating to the same version or a newer version that uses the same set of address book files (see quote below):

Since migrating these entries from older versions of WordPerfect can be a bit tricky at times, here is the more generic method posted (in 2014) by a Corel employee on the OfficeCommunity web site (here) that relates to newer versions of WordPerfect.

"The Address Book files can be found in your Windows user's "My Documents" folder, in the "CCWin\Address Book" sub-folder.

Please note, address books are a set of files, not a single file.  The extensions you should look for are *.adb, *.fx, *.fx2, *.ix, *.ix2

When copying the files to the new computer, simply create a "CCWin\Address Book" sub-folder in your new user's "My Documents" folder (or rather "Documents" on newer versions of Windows) and copy all the files into it."

Of course, if that "CCWin\Address Book" sub-folder already exists on the target machine, you should first rename that folder (or relocate its files) to back it up, just in case.

•  Alternative method when migrating to a newer version:

You can export your address books from your previous version, then import the data into the newer version. This this needs to be done while the older version is still accessible. Then see Corel's Knowledge Base support site (https://support.corel.com) under the topic Migrating Corel Address Books Into WordPerfect. (Search "Migrating Address Book" for several related topics.)

•  If these fail to work for you, you could try posting a request for help on OfficeCommunity.com.

•  T
o back up the address book, see "How to Backup the WordPerfect Address Book".

Section IV: Some related WordPerfect Universe FAQs (and some information about that site)


•  Transferring keyboards, toolbars, menus etc. from old version is a WordPerfect Universe FAQ that gives "...step by step instructions [also copied for convenience below] for transferring ["migrating"] custom keyboard[s], toolbars, menus, etc., from a previous version to a new installation when you either still have the old version installed (even on an old computer) or you have a backup copy of your important files [read: a backup of the default template]."

Notes

¤  Note also that the instructions can be used to migrate these main customizations from the same version's currently active default template to a new, factory fresh copy of that template.

For example, if you have had problems with the current template (perhaps it became corrupted), a recommended fix is to simply rename that special template and then reload WordPerfect. The program will then immediately create a factory fresh copy of the default template. After testing the new version you can copy the customizations that were stored inside the old, renamed version into the new version. This is described in "Fixing the default template by restoring it".


¤  For future reference you might want to bookmark the checklist above, which also describes other items you can migrate.

¤  For your convenience, here are the basic steps in that WordPerfect Universe FAQ (with some annotations):

[1] Locate the currently active default template that contains the items you want to migrate (i.e., the source file containing the object -- i.e., custom keyboard, toolbar or menu -- to migrate into the target WordPerfect program) and copy that template file to a temporary folder (or the desktop) on the computer. [If you are migrating customizations to another computer, you should copy that file to the other computer.]

•  It is worth repeating that this must be the currently active default template, since there can be other factory installed versions of this important file installed on your system.

[2] Rename that copied file's name to something else (but be sure to retain the filename extension of .wpt).

Then copy (or move) the renamed version into the default template folder for the target WordPerfect program. [You can find it by the same method you used in step #1 above to find the source template file: find the currently active default template in the target program and you have found the target folder.]

You should then have both the old and the new default template file in the same (target system's) folder.

•  For example, if the older default template is named WP14US.WPT, you can rename it to WP14US-OLD.WPT.

Be sure to retain the filename extension of .WPT so that WordPerfect will "see" it in step 6 below.

•  Since it was renamed it will not overwrite the existing default template, which might contain customizations you wish to retain.

[3] Open the target WordPerfect program and click on Tools, Settings, Customize. (The Customize Settings dialog opens.)

[4] Select the applicable tab (i.e., Toolbars, Menus, or Keyboards).

[5] Select (click on) the item you wish to copy. [N.B.: Once you have selected a tab (Step 4) this might not be needed in some versions of WordPerfect.]

[6] Click the Copy button. (A Copy... dialog opens.) Choose the "Template to copy from" with the top drop list button. This should be the renamed file (in step 2 above).

[7] Choose the "Template to copy to" -- i.e., the target program's default template.

•  For example, if your newer version of WordPerfect is WPX6 and it's the U.S. language edition, it will be named WP16US.WPT.

[8] In the center field on that dialog, choose the item to copy, then click Copy. If one by that name already exists you can rename it on the Copy/Rename Object dialog that appears.

[9] Back in the Customize Settings you should see the new item listed. If it is not already enabled, you can enable (tick) the box next to it. (You can always delete it from there later, if desired, which will delete it from the target program.)

•  Saving and Recovering Customisations - A general reference WordPerfect Universe FAQ on where certain customizations are stored, such as the QuickWord and QuickCorrect lists. It also deals with saving and restoring custom styles. However, for simply copying customized toolbars or keyboards from an older version of WordPerfect to a newer version, or from another computer using the same version, see "Transferring keyboards, toolbars, menus etc. from old version" above.

•  What files do I need to back up to uninstall/reinstall/upgrade? - An older WordPerfect Universe FAQ, but which might have some useful information for your situation.

•  About WordPerfect Universe (WPU):

Joining WordPerfect Universe is free (you can browse all Forums except Chat before you join). The WPU site, like the WPToolbox site, is supported by -- and depends on -- individual donations.

All members are just users like you -- i.e., none are employed by the site or by Corel. Many are well known gurus since they have been using, customizing, and fixing problems with the program since its earliest days. Many of them visit WPU almost daily to help others -- and maybe pick up a tip or two for themselves along the way. (We often learn from each other.)


Note that it can take a day or so for your membership to become active, since a Moderator must ensure applications are not made by robots.

Meanwhile, I suggest reading the initial ("stick") posts in the About WordPerfect Universe Forum (in the Water Cooler section of the forums), especially "Forum tips -- Please read before posting" (duplicated at the top of other forums as "How to use the forums...").


Be especially aware that WPU is an actively moderated site, so discourteous "debate," intemperate rhetoric, person attacks, flaming, or trolling for no other reason than (perhaps) to see your name in print, will probably get you suspended or kicked from the site -- not to mention be ignored by the very experts who might have a tip or solution to your problem. (I doubt that's what you would want.)

You would be hard pressed to find a more congenial, welcoming, and quickly helpful bunch of people than on WPU -- and members want to keep it that way.

Once you become a member you should update your Profile with your program's build number (see Part 2: this is not your WordPerfect serial number) so that it is always visible under your name when you post questions or ask for help. You might be asked for this information since it is often critical to solving a problem or getting accurate tips, so it is helpful to post it before being asked.

Here's how: On the Forums page, click the Setting menu at the top of the page, then click Edit Profile on the left sidebar.

Under "WordPerfect Office version" enter your full build number (e.g., 18.0.0.200, as shown in the programs Help, About Wordperfect).

Many thousands of users probably have the exact same build number, so this is not secret information that can specifically identify you.


Note that your contact information (e.g., your email address) is not public.

Hence it is not a good idea to include it in the text of any post you make in a Forum since posts ARE visible to the public (and therefore to spam bots).

WPU has been on line for more than a couple of decades, so some Optional Information on your Edit Profile page might best be skipped over these days. Your general location (e.g., your city) should not be a problem but giving out your Instant Messaging information is not something I recommend. (Just my opinion.)



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