Word templates

Templates serve as a starting point for a new document. Templates can contain text, images, font and paragraph and page formatting and much more.

Who should use templates?
Users who frequently open existing documents, edit them and resave them with a different name. This is not only inefficient but you also run the risk of human error by overwriting existing content.

To SAVE a template for the first time:
1. Open an existing document that will serve as the basis for the template, delete variable data (ex.) client’s name, address, etc.
2. Click File, Export, Change File Type, Template… Close the template so you don’t overwrite it!

To USE a template:
1. Click File, New, Personal (you will only see the Personal option if you save the template in the MS Custom Office Template folder with My Documents)
2. Double click template

For more details, view this video.

3 Comments

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