How to use, modify, and create templates in Word

In Microsoft Word, templates are pre-designed documents that you or person else ( such as Microsoft ) creates to use as a form for a visualize. The template could be for a business card, booklet, resume, presentation…the list goes on. Regardless of the aim, templates provide the design consistency that any organization ( or individual ) needs to look professional. ( You can besides find templates for Excel, PowerPoint, and other applications, but in this article we ’ rhenium focusing on Microsoft Word. )
The template contains a specific layout, style, design and, sometimes, fields and text that are common to every consumption of that template. Some templates are so complete ( such as occupation cards ), you only have to change the individual ’ randomness name, call act, and electronic mail savoir-faire. Others, such as business reports or brochures, could require that everything is changed except the layout and design .
once you create a template, you can use it over and over. Remember that while you open a template to start a project, you save the project as another file type, such as the basic .docx Word format, for editing, sharing, print, and more. The template file stays the same, unless or until you want to change it ( more on that late ).

01 sample templates JD Sartain / IDG Worldwide
This is a sample template in Microsoft Word .

How to access Microsoft Word’s stock templates

fortunately for us, Microsoft provides many hundreds of templates for all of its programs. Note that most of Microsoft ’ mho templates are on-line, which means you can not entree them unless you ’ ra connected to the Internet .
To open one of the system-provided templates in Word :
1. overt Microsoft Word and blue-ribbon New .
2. Peruse the Suggested Search categories : business, Personal, Industry, Design Sets, Events, Education, or Letters. For this exercise, choose Business .
3. Word displays a message that says, “ Searching thousands of on-line templates. ”
4. Word displays template research results on-screen, plus a comprehensive list of categories in a scroll panel on the right .
5. Scroll down the page or choose a different category, then select a template that fits your current project .
02 select new category JD Sartain / IDG Worldwide
Select a template from a class, then start filling in your own data and images .
We selected the Internet Café template. Notice the photograph, graphics, and chief information, such as hours, are already created in the template. You lone have to type over the existing data with your company ’ s data, and the booklet is complete .

How to modify a Microsoft Word template

You can change the colors, baptismal font, photos, logo, and anything else on this template. If you have not selected the Internet Café booklet, please do sol now. Before you make any changes, go ahead and save this template with a new filename .
1. If you follow convention document-saving procedures ( and you can here ), you select File > Save As > Computer > Browse. then navigate to the applicable booklet and give the template a new name .
2. Remember that once you click the down arrow beside the Save As Type in the input corner and blue-ribbon Word Template ( * .dotx ) from the tilt ( and change the list, of course, in the File Name input box ), Microsoft mechanically puts the file in its own template folder .
3. once saved as a template, close the file .
4. now open it again. note that it is not in the folder you specified. Don ’ deoxythymidine monophosphate panic. Navigate to C : UsersownerDocumentsCustom Office Templates and your customs templates are there. Select the one you just saved from the list and open it .
03 save the document as a template JD Sartain / IDG Worldwide
Save the text file as a template .
5. Change the sections on the newfangled template that will be on every booklet, such as the logo, or contact information. then save it as a template again by pressing Ctrl+ S. It will save in the same location .
6. future, fill in all the other data and save it—this clock, as a document, so you can print it out or share it with others .
Whenever you ’ re ready to create a new booklet, just open the template, enter the raw data, and save the complete booklet as a document .
04 internet caf template modifiedsaved as a document brochure JD Sartain / IDG Worldwide
This Internet Café template has been modified and saved as a document booklet .

How to create custom templates in Word

Custom templates can be angstrom childlike or complex as needed. For case, you might create a template for your company ’ s newsletter, posters for a seminar, or invitations for corporate events. You can besides create interactional templates to load on the Intranet, so others can fill in the blanks to print their own envelopes and letterhead, for example .
first, create a document—design and format it, add graphics and photos. If it ’ second synergistic, choose Controls from the Developer tab and create custom-made input fields for user interaction .
For this exercise, create an announcement flier for a Meet & Greet conference including lunch, cocktails, and dinner for the company ’ s aged management and its new interns .
1. Start with a blank document .
2. Create two columns : The left is 4.5 inches and the right is 2.5 inches, and the space between the column is about 3/8 of an inch. These measurements are alone suggestions. Adjust as necessary for your project and the images and graphics you choose .
3. Add a title .
4. Choose a baptismal font ( we ’ re choose Century Gothic ), manner ( sans serif ), and color ( white ), for that title .
5. Repeat this process for a subtitle. In our exercise, we ’ rhenium changing the baptismal font color to dark bluish green .
6. Create some graphic boxes for the title ( benighted bluish green ) and the subtitle ( lighter bluish green ). Select Insert > Shapes and choose a rectangle from the icon list .
7. Insert an applicable photograph in both columns. Choose Insert > Pictures and blue-ribbon photos from your Pictures Library. Adding images gives you an opportunity to eyeball persona sizes and column widths and adjust them as needed .
8. Enter the schedule and agenda in column one. Use Century Gothic 14 ( in black ) for the torso text and Century Gothic 18 ( in blue teal ) for the headers .
9. Enter the time and rate plus the conference hosts in column two, with the same fonts and colors for the consistency text and headers .
05 create a custom event template JD Sartain / IDG Worldwide
Create a custom-made event template .
10. once quenched with the final examination product, pawl Save As > Meet+Greet.docx ( a regular Word document ), so you can partake or print .
11. Before you exit, besides save this document as a template. Click Save As > Save As Type, choose Word Template [ * .dotx ] from the list, and save as Meet+Greet.dotx. Next conference, the template is fix to get you started .
once you have some customs templates in your Custom Office Templates folder, when you open Word and choice New, Word provides a new category on the offstage menu called Personal. Click this category to see and open your save templates.

06 open your custom template under new personal JD Sartain / IDG Worldwide
Open your custom template under New > Personal .

How to add an interactive component to a template

Some templates use synergistic controls for exploiter input. For model, imagine that once a calendar month, the branch managers, assistant managers, and loan originators of a large bank institution have a touch at one of the 12 branches. It ’ s your assistant ’ second job to email the date, time, location, speakers, topics, and agenda to each attendant. Rather than have that person retype the datum in a regular template, you can create a template where options can be chosen from a tilt. For case :
1. First, create the template, then decide which fields ( date, time, etc. ) can be selected from a list .
2. Click the Developer yellow journalism .
3. Position your cursor on the template where the date goes .
4. Select Insert > Text > Quick Parts > Field, then choose Date from the Categories panel and select a date format from the Properties panel. Click OK. now the date will update automatically .
07 insert a date field that automatically updates JD Sartain / IDG Worldwide
Insert a date field that mechanically updates .
5. future, position your cursor on the template where the localization goes .
6. Select Developer > Controls > Combo Box Content Control. Word places this detail on your template .
7. With the Developer check hush selected, pawl Controls > Properties, and the Content Control Properties dialogue window opens .
8. Click the Add button, enter a outgrowth diagnose in the Add Choice dialogue box, then click OK. Repeat this work until all the branch locations are entered, then click OK again to close this dialogue window .
08 create a combo box control so users can select options from a list JD Sartain / IDG Worldwide
Create a Combo Box Control so users can select options from a list .
9. If you want to modify, remove, or move an entrance up or down, highlight the entry, then click the appropriate clitoris .
10. You can change the coloring material of the Combo Box frame of reference and change or create a customs manner ( fonts, color, attributes, etc. ) for the font used inside the Combo Box .
11. Repeat steps 5 through 8 above to create Combo Box Content Controls for the remaining fields : meet date and time, speakers, and topics .
12. When finished, save the document as a Word Template ( * .dotx ) .

Template tips: how to create custom stylesheets

The default option stylesheet in MS Word is called normal.dotx. It ’ s not a good idea to alter this stylesheet because, later on, it could result in some undesirable effects. It ’ south best to create custom stylesheets for each custom-made template. For exemplar, the normal.dotx font is Calibri, paragraph are left align, spacing is 1.15, etc. Heading 1 is Cambria 16 point, etc. You can change these settings manually throughout your document without saving them to the convention stylesheet, and before you save the document as a template .
once satisfied, use those custom settings for your new stylesheet, which could be named something similar to the template appoint. For example, if you ’ re creating a custom booklet template, you might name it and the stylesheet Brochure1. then future brochures will be much easier to design .
1. Choose the Home tab, then click the small arrow in the bottom mighty corner of the group called Styles. From the drop-down menu, click the New Styles button ( bottomland left ) .
2. In the popup dialogue Create New Style from Formatting, enter the name of the expressive style, such as Brochure1 .
3. adjacent choice Paragraph from the Style Type field list, which affects the entire paragraph, as opposed to a Character style, that affects lone the characters inside a paragraph .
4. You can choose to make the vogue based on another style, such as the Normal expressive style, one of the Header styles, or No style. If you plan to use most of the format features in the Normal manner except a few differences, then base it on the Normal dash. If the custom style will be wholly different, then choose the No style option .
5. Under Formatting, select a Font and Size, then choose a Font Color such as Brown, Alignment such as Justify, Spacing such as 1.15, and Indents. Notice that the box in the center of the dialogue window shows how the paragraph looks with the format options you select .
new create a custom styleJD Sartain / IDG
How to create a custom-made stylesheet
6. In the penetrate left corner, click the Format button. Notice the nine options in the drop-down list. In the Font dialogue, you can further customize the baptismal font options such as baptismal font style ( bold, italic, etc, ), underline style ; Sub- and Superscript, Small Caps, etc .
7. In the Paragraph dialogue, you can customize the Indents & Spacing and the Line & Page Breaks. Use the Tabs dialogue to customize the alignment and the leader of your tabs, such as the dots between the chapter name and chapter page number on a board of contents .
8. The Borders & Shading dialogue provides Border options such as Box, Shadow, 3D, etc. ; and Shading options include colors and patterns. The linguistic process feature is, of course, the lyric of the paragraph such as french or italian. bill that if you want only specific words in another language, such as c ’ est lanthanum compete in the middle of a paragraph, then create a character vogue called French .
9. The Frame option is actually the Text Wrap feature, which includes how the text wraps around a graphic in a paragraph, the spacing around the graphic, and how it ’ south positioned on the page. Choose Numbering to define how you want the numbers to appear such as the standard Arabic numbers, Roman Numerals, or Characters ; how they are spaced ; and delineated such as with a menstruation after or parentheses, etc. Bullets are besides defined under this list option, which provides standard and custom bullets .
10. future is the Shortcut Key options, which lets you choose a customs Shortcut key for your Paragraph or Character style, such as Ctrl+B for bold ( which is a Word default option ), or define your own. last on the number is text Effects, which lets you define the tinge, gradient, pattern, sketch, and foil of a paragraph such as the claim on the claim page of a book or manual. Additional Text Effects include Shadow, Reflection, Glow, Soft Edges, and 3D Format .
new format a custom styleJD Sartain / IDG
How to format a custom stylesheet

Where to find the template files on your computer

The customs templates that you create or modify from one of Microsoft ’ mho stock templates are stored at C : UsersOwnerDocumentsCustom Office Templates, where is your login name. When you open the Users folder, you’ll see your login name on the list of folders. If not there, it should be in the folder that’s actually called Owner.
09 where the personal custom templates and the stock templates are located JD Sartain / IDG Worldwide
Where the personal custom templates and the stock templates are located
Microsoft stores its templates at :
C : Users AppDataRoamingMicrosoftTemplates
again, if you failed to create a unique login name, this folder may be called . If you can’t find it, the AppData folder and all of its files and subfolders are hidden.
10 show hidden files and folders JD Sartain / IDG Worldwide
Show Hidden Files and Folders
To view the Hidden files :

  1. Select the Start/Windows button > Control Panel > Appearance and Personalization
  2. Select File Explorer Options/Folder Options > Show hidden files and folders
  3. On the next screen, check the tick mark beside Show hidden files, folders, and drives, then click Apply and OK.

11 two more ways to locate the stock templates folderJD Sartain / IDG Worldwide
Two more ways to locate the stock templates folder
To discover the actual name of the Templates booklet :

  1. Select File > Options > Advanced
  2. Scroll about two-thirds of the way down the screen.
  3. Click the File Locations button, and the File Locations window appears.
  4. Word displays the locations and paths to all the template-related files.

You can besides click the Start button, then replicate and glue this : %appdata%MicrosoftTemplates in the Search box and press Enter. The Templates folder appears in the Start box. Double-click to go heterosexual to the stock templates folder .

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