A man looking at a stack of papers!Creating     Creating a Word Template     

 

Do you know the saying, "Work smarter, not harder"? With this tip hopefully you can save yourself time.  If you use MS Word for communication, correspondence, or anything that requires a standard format you should know about creating templates.

A template is, a style guide for documents, it can contain formatting, styles, boilerplate text, headers, footers, and macros. Before you create your Word template, it is a good idea to decide what you would like to include in it. You can always edit your template later if you do decide to change it.

Here are some ideas:

A screen shot of the Date and Time dialog box.
 

An screen shot of a template being made.

Once you have created a document outline, you are ready to save the document as a Word template.


1. Click the File menu and select Save


2. In the File Name box, give your template a name that will be easily recognizable.

A screen shot of saving a template.

3. In the Save as type box, select Document Templates (*.dot)


4. Word will automatically open the default save location for Templates (generally …\Application Data\Microsoft\Templates). If you would prefer to save the template in another location, you can do so by navigating through the folders on your hard drive, but keep in mind that the templates you have saved in locations other than the default location will not appear in the Templates dialog box

5. Click on Save

6. You are done and can access your template anytime you need them.

To access

  1. On the File menu, click New.

  2. In the New Document task pane on the right-hand side, under New from template, click General Templates.

  3. Find your template and click OK.

A screen shot of retrieving a template.