Templates are a great way to standardise company documents and speed up document creation. In this presentation, we show you how to create your own customised 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