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Creating New Word Templates
Introduction


        In this slideshow, you will learn
 to create a custom template that will help to
quickly create future documents based on that
                     template.



                         -2-
What is a Template?
•   A Template is the format of new
    document before you add any
    text or pictures of your own.

•   The default template is a blank
    document, with standard margins
    and no text.

•   You can choose from any of
    Word’s ready-prepared              Screen showing some Word templates
    templates, as well as from an
    online selection via Office.com.



                                        -3-
Word Template Benefits
•   The benefit of a template or set of templates are that they can:
     – Help you to quickly create standard documents without having to
        redesign or reuse existing documents
     – Help you to create a standard format for use by everyone in your
        company
     – Help reduce other people’s time in creating similar documents
•   Have a template that is used by all employees enables your company to
    portray consistency and so help with company reputation and branding




                                          -4-
Customised Template Creation
• There are two quick ways to create a
  customised template:
  – Re-use and amend an existing document
  – Customise an existing Word 2010 template




                            -5-
Use an Existing Document to
 Create a Custom Template
              •   Open your document as usual
                  (File tab, Open).

              •   Edit the document until you have
                  a version which will be easy to
                  add information to every time
                  you use it.

              •   On the File tab, click Save As, and
                  ame your template.

              •   From the File Type drop-down
                  menu choose Word Template.

                  -6-
Customise an Existing Word
                Template (Stage 1)
•   Open the existing Word template you want to work from by clicking File and
    then New, and then clicking on the specific template you want.




•   Below the large view of the template are two options: Document and
    Template. Choose Template and then Create.


                                              -7-
Customise an Existing
          Word Template (Stage 2)
•   A new document will appear, set
    out like the template you’ve
    chosen (in this case, a letter).

•   Select the text using your mouse
    and start typing your own.

•   For example, click and highlight
    the words “[Type the salutation]”
    then type “Dear Sir/Madam”.




                                        -8-
Customise an Existing
             Word Template (Stage 3)
•   Continue to change and delete
    text, until you see the blank letter
    template you would like to use
    every time you type a letter.

•   Choose Save As from the File tab
    to write and preserve your new
    template’s correct name.

•   It’s important that the File Type
    in the Save As Type dialogue box
    is set to Word Template.



                                           -9-
Use Your New Templates
           •    To use one of your templates in
                future, click the File tab, choose
                New and then click My
                Templates.

           •    You’ll find your customised
                templates there, ready to use.




               -10-
Wrap Up
•   In this slideshow we showed you how to create a custom template by
     – Using an existing document of your own, or
     – Adapting and customising a Word template.

•   Your document can be part-finished before you begin work
     – By using one of Word’s ready-prepared templates
     – By using a template from an online selection
     – By using your own custom template

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Word Templates for Document Efficiency

  • 1. Creating New Word Templates
  • 2. Introduction In this slideshow, you will learn to create a custom template that will help to quickly create future documents based on that template. -2-
  • 3. What is a Template? • A Template is the format of new document before you add any text or pictures of your own. • The default template is a blank document, with standard margins and no text. • You can choose from any of Word’s ready-prepared Screen showing some Word templates templates, as well as from an online selection via Office.com. -3-
  • 4. Word Template Benefits • The benefit of a template or set of templates are that they can: – Help you to quickly create standard documents without having to redesign or reuse existing documents – Help you to create a standard format for use by everyone in your company – Help reduce other people’s time in creating similar documents • Have a template that is used by all employees enables your company to portray consistency and so help with company reputation and branding -4-
  • 5. Customised Template Creation • There are two quick ways to create a customised template: – Re-use and amend an existing document – Customise an existing Word 2010 template -5-
  • 6. Use an Existing Document to Create a Custom Template • Open your document as usual (File tab, Open). • Edit the document until you have a version which will be easy to add information to every time you use it. • On the File tab, click Save As, and ame your template. • From the File Type drop-down menu choose Word Template. -6-
  • 7. Customise an Existing Word Template (Stage 1) • Open the existing Word template you want to work from by clicking File and then New, and then clicking on the specific template you want. • Below the large view of the template are two options: Document and Template. Choose Template and then Create. -7-
  • 8. Customise an Existing Word Template (Stage 2) • A new document will appear, set out like the template you’ve chosen (in this case, a letter). • Select the text using your mouse and start typing your own. • For example, click and highlight the words “[Type the salutation]” then type “Dear Sir/Madam”. -8-
  • 9. Customise an Existing Word Template (Stage 3) • Continue to change and delete text, until you see the blank letter template you would like to use every time you type a letter. • Choose Save As from the File tab to write and preserve your new template’s correct name. • It’s important that the File Type in the Save As Type dialogue box is set to Word Template. -9-
  • 10. Use Your New Templates • To use one of your templates in future, click the File tab, choose New and then click My Templates. • You’ll find your customised templates there, ready to use. -10-
  • 11. Wrap Up • In this slideshow we showed you how to create a custom template by – Using an existing document of your own, or – Adapting and customising a Word template. • Your document can be part-finished before you begin work – By using one of Word’s ready-prepared templates – By using a template from an online selection – By using your own custom template

Editor's Notes

  1. © Lanix 2005