Creating Templates in Microsoft Word and other free tutorials on Excel, PowerPoint, Outlook & Word from your virtual software trainer.

 

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Word :  Creating Templates

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by Karyn Stille, Your Virtual Software Trainer

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A template allows a user to save document formats and text in a manner that makes it easy to use the document over and over without fear of the formats and text changing.  Simply put, templates provide consistency, especially when multiple users need to use the same document format.  When a document is based on a template, changes made in the document are saved in the document file, but the template remains in its original state to be used again.  

Why not just keep changing the same document every time?  Too often a user clicks the Save button without remembering to save the document under a different name.  Once that happens, any of the original formats and text that may have been changed for the current document are lost.

There are two ways to create a template in Word.  You can create a template based on one of the many templates already available in Word, or you can create your own from scratch.

Using an Existing Template

There are many useful pre-designed templates already available in Word that can be used to create a new template.  Many additional templates can also be downloaded free of charge from the Microsoft Template Gallery.

To base your template on an existing template:

  1. From the File menu, choose New.

  1. Select a template from the various tabs in the New dialog box.

  2. In the Create New field, select Template.

  3. Choose OK.

  4. The new template opens.  Make any necessary text and formatting changes to the template in the same manner as you would make changes in a document.

  5. When you are finished making changes to suit your needs, from the File menu, choose Save.  You have opened a new template that awaits a name, so there is no need to worry about overwriting the original template with your new one by choosing File/Save or the Save button.

  6. The Save dialog box opens to the Templates folder.  By saving your template in the Templates folder, you can easily create a document based on your new template by finding it under the General tab in the File/New dialog box.

  7. Type a name for your template and choose Save.

Keep going!

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