Part 1 is fairly easy but still requires a comprehensive look at your business practice.
The idea is that you have a custom config.pro file in the startup folder for Creo. Simply put, your desktop shortcut has a start-in folder defined and that folder has your specific config.pro file which is to be read for the session being opened. You also have the option within the config.pro to set a custom detailing file with similar config setting for drawings or 3D annotation. You want to manage these special files outside of the install folders of Creo.
The second part of your question is in regard to formats. Format are driven by tables. These tables have variables assigned. If the part file does not have these variables included, they will be prompted for at the opening of the drawing file.
Of course, this opens a whole other catagory of questions, but this is the basic thinking behind PTC Creo Pro products.