Creating New Word Templates
Introduction        In this slideshow, you will learn to create a custom template that will help toquickly create future d...
What is a Template?•   A Template is the format of new    document before you add any    text or pictures of your own.•   ...
Word Template Benefits•   The benefit of a template or set of templates are that they can:     – Help you to quickly creat...
Customised Template Creation• There are two quick ways to create a  customised template:  – Re-use and amend an existing d...
Use an Existing Document to Create a Custom Template              •   Open your document as usual                  (File t...
Customise an Existing Word                Template (Stage 1)•   Open the existing Word template you want to work from by c...
Customise an Existing          Word Template (Stage 2)•   A new document will appear, set    out like the template you’ve ...
Customise an Existing             Word Template (Stage 3)•   Continue to change and delete    text, until you see the blan...
Use Your New Templates           •    To use one of your templates in                future, click the File tab, choose   ...
Wrap Up•   In this slideshow we showed you how to create a custom template by     – Using an existing document of your own...
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Word Templates for Document Efficiency

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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.

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  • © Lanix 2005
  • Word Templates for Document Efficiency

    1. 1. Creating New Word Templates
    2. 2. Introduction In this slideshow, you will learn to create a custom template that will help toquickly create future documents based on that template. -2-
    3. 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. 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. 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. 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. 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. 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. 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. 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. 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

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