This document is a lesson plan for teaching Word 2010 templates. It discusses how templates can save time by standardizing documents. Templates provide placeholders that can be filled with variable information. The lesson covers how to create and customize templates, including adding content controls and protecting templates. Students will learn to create new documents from templates, work with template elements, and make custom templates. Exercises and a quiz are provided to help students practice the skills.

1. Lesson 6
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Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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1
• Understand templates
2
• Create a new document from a template
3
• Work with template elements
4
• Create a custom template
5
• Use a custom template
Students will
be able to
do the
following on
completion
of this
lesson.
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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When would the use of a template save time and be more productive?
In other literature a “template” may also be referred to as a “boiler
plate”. A template should be thought of as a pattern for a series of
similar documents.
Some templates are available in Word 2010 and custom templates may be
saved in the templates folder.
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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Templates help the users create Word
documents in an effortless and fast method
Read more: http://www.brighthub.com/computing/windows-
platform/articles/30893.aspx#ixzz1EylfCuPB

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*Word 2010 provides some built-in templates which
can be used to create attractive looking
documents, you can also download and install
additional templates.
*How are templates used in MS-Word? There are many
standardized templates which can be used such as:
1. Memos
2. Faxes
3. Letters
4. Newsletters
5. Resume
6. Calendar
7. Job descriptions
8. Invitations and more!
http://www.addictivetips.com/windows-tips/microsoft-word-2010-templates/

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* While creating new documents, click File > New and choose your desired
template from the available templates which are installed by default with
Office 2010.
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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Word 2010 All-in-One-for-Dummies
http://books.google.com/books?id=105JppJWUk4C&pg=PA38&lpg=PA38&dq=what+is+the+difference+in+.dotx+and+.dotm+in+word+2010&source=bl&ots=bJQ1cTsFlJ&sig=gXcG0XOA46F4G0e
1P4HwAj8Rlcw&hl=en&ei=-bpnTZXvFJGgtwfxmZzmAw&sa=X&oi=book_result&ct=result&resnum=5&ved=0CDkQ6AEwBA#v=onepage&q&f=false
http://www.techdict.org/

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Word 2010 All-in-One-for-Dummies
http://books.google.com/books?id=105JppJWUk4C&pg=PA38&lpg=PA38&dq=what+is+the+difference+in+.dotx+and+.dotm+in+word+2010&source=bl&ots=bJQ1cTsFlJ&sig=gXcG0XOA46F4G0e
1P4HwAj8Rlcw&hl=en&ei=-bpnTZXvFJGgtwfxmZzmAw&sa=X&oi=book_result&ct=result&resnum=5&ved=0CDkQ6AEwBA#v=onepage&q&f=false

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#1: In the File Tab of Word, click New
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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Some “templates”
you select may
display a box
similar to this…this
means it has been
created by a
member of the
“community”.
A “community
template” icon
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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*
Select a
category
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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You can click on the
“thumbnail” of the template
and review more “details”
about the template.
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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Click
“download”
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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Read the MS Agreement
and click “Accept”
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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Click Download
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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Download message box
Where do you want to
save the template?
Give it a filename and NOTICE
the “Save astype” *.dotx

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Here is the
“blue sky”
template you
downloaded!

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*
When you create your template, add placeholders to store the information
you’ll replace when you’re creating the actual document. One trick for
adding dummy text easily is to use the rand() field. Simply click at the start
of a new line and type =rand(). Word inserts a sample of text you can use to
fill the space.
Create placeholders not only for text blocks but also for tables, pull
quotes, captions, headlines, banners, tables of contents, images, and so on.
This will save you time when you begin adding live content to the document
down the road.
http://10things.tk/10-ways-to-get-more-mileage-out-of-word-2010-templates-20100930.html
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School,
Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.

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*
Click & Type to insert text
in a placeholder
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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*
Maybe you plan to insert a customer’s name at the start of a newsletter or
customize a section of content based on what the customer purchased last
month. If your template will include such variable information, you can add
content controls to the template as you create it.
A content control is a customizable tool you add to your page that elicits some
kind of action from the person using the document. It might ask the reader to
choose something from a list; it might offer check boxes or a comments box; or it
might display information, such as customer name, product, or address.
To add and work with content controls, you must first display the Developer tab
on the Ribbon. Just click the File tab, click Options, click Customize Ribbon, and
click Developer in the box on the right (Figure B). Now click OK. The Developer
tab is added to your Ribbon. You’ll find the content controls in the Controls group
of this tab.
http://10things.tk/10-ways-to-get-more-mileage-out-of-word-2010-templates-20100930.html
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School,
Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.

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Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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* Demonstrate how to use content controls
http://msdn.microsoft.com/en-us/library/bb386200.aspx
If you don’t see
the Developer Tab
you need to add it
by going to
File, Options, Cust
omize
Ribbon, Developer
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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In the Controls Group, click
“Plain Text Content
Control” to add this feature
to the 1st cell in the 2nd
column
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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Your screen
should look
like this…
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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Next, click the cell next to
“Hire Date”. In
the Controls group, click
the Date Picker button to add a
Date Picker to the second cell
Your screen
should look like
this…

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2.In the Controls group, click the Combo Box button to add a ComboBoxContentControl to the third cell.
1. Click the third cell in
the second column (next
to Title).
2. In the Controls group,
click the Combo
Box button to add
a Combo Box the third
cell.
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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Click the last cell
in the second
column (next
to Picture).
In tne Controls
group, click
the Picture
Content Control
button to add
a Picture Content
to the last cell.

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Protect Content
Controls!
Use “Word
Help”….it is a
valuable
resource!
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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*
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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*Important questions to answer
PRIOR to creating a template:
1. Determine the intended audience
2. Create templates that are easy to
use
3. Make sure the template is
technically accurate (i.e. correct
calculations & functional macros
4. Spell & Grammar check
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School,
Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.

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*
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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*
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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*
Go to
File, Info, Per
missions
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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This shows all
your “protect
document”
options
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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MARK AS FINAL
When a document is
marked as
final, typing, editing
commands, and proofing
marks are disabled or
turned off and the
document becomes
read-only. The Mark as
Final command helps you
communicate that you
are sharing a completed
version of a document. It
also helps prevent
reviewers or readers
from making inadvertent
changes to the
document.
Information from: Word Help
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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ENCRYPT with
PASSWORD
When you select Encrypt
with Password, the
Encrypt Document dialog
appears. In the Password
box, type a password.
Important: Microsoft
cannot retrieve lost or
forgotten passwords, so
keep a list of your
passwords and
corresponding file names
in a safe place.
Information from: Word Help
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School,
Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.

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RESTRICT EDITING
When you select Restrict
Editing three options appear:
Formatting restrictions: this
reduces formatting
options, preserving a look
and feel. Click Settings to
select which style are
allowed. Editing
restrictions: you control how
the file can be edited or you
can disable editing. Click
Exceptions or More users to
control those who can edit.
Start enforcement – Click
Yes, Start Enforcing
Protection to select
password protection or user
authentication. In
addition, you can click
Restrict permission to add
or remove editors who will
have restricted permissionsInformation from: Word Help
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by

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DIGITAL SIGNATURE
Digital signatures
authenticate digital
information such as
documents, e-mail
messages, and macros by
using computer
cryptography. Digital
signatures are created by
typing a signature or by
using an image of a
signature to establish
authenticity, integrity, and
non-repudiation. See the
link at the end of this topic
to learn more about digital
signatures.
Information from: Word Help

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1.Word Lesson 6, Exercise 1
2.Word Lesson 6, Project 1
3.Quia: “MSITA Lesson 6”
• http://www.quia.com/rr/788531.html
Now it is time for you to practice.
Please complete the following:
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High
School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by