How to create a document template in ms word

Save and close the template that you have designed just the way you want it and to which you want to add building blocks for template users to choose from. When you fill out the information in the Create New Building Block dialog box, in the Save in box make sure to click the template name. When you send or make the template available to others, the building blocks you saved with the template will be available in the galleries you specified.

You can offer flexibility to anyone who may use your template by adding and configuring content controls, such as rich text controls, pictures, drop-down lists, or date pickers.

For example, you might provide a colleague with a template that includes a drop-down list, but your colleague wants to use a different set of options in the drop-down list in the document that he's distributing based on your template. Because you allowed editing to the drop-down list when you added the content control to the template, your colleague can quickly and easily change the template to meet his needs.

To use content controls, you must convert the document to the Word file format by clicking the File tab, clicking Info , clicking Convert , and then clicking OK. Under Customize the Ribbon , click Main Tabs. Insert a text control where users can enter text. Set or change the properties for content controls. To keep several content controls or even a few paragraphs of text together, select the controls or the text, and then click Group in Controls group.

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Upgrade now. Click the Microsoft Office Button , and then click New. You can also add instructional text, content controls such as a date picker, and graphics that you want to appear in all new documents that you base on the template.

Click the Microsoft Office Button , and then click Open. Click a template that is similar to the one that you want to create, and then click Create New. You can also add instructional text, content controls such as a date picker, and graphics you want to appear in all new documents that you base on the template. Give the new template a file name, click Word Template in the Save as type box, and then click Save.

Note: You can also add content controls to documents. Open the template to which you want to add content controls, and then click where you want to insert a control. On the Developer tab, in the Controls group, click the content control that you want to add to your document or template. For example, you can click Rich Text to insert a rich text control that will appear in any document that is created by using the template.

Note: If content controls are not available, you may have opened a document that was created in an earlier version of Word. To use content controls, you must convert the document to the Word file format by clicking the Microsoft Office Button , clicking Convert , and then clicking OK. After you convert the document, save it. Sometimes it is useful to include placeholder instructions for how to fill out a particular content control that you have added to a template.

The instructions are replaced by content when someone uses the template. If you haven't already added a content control to your document, click where you want the control to appear, and then click a control. Note: If content controls are not available, you may have opened a document created in an earlier version of Word. If you add a text box content control and you want the placeholder text to disappear when someone types in their own text, in the Controls group, click Properties , and then select the Remove content control when contents are edited check box.

Save and distribute building blocks with a template. Add protection to all of the contents of a template. In the Protect Document task pane, under Editing restrictions , select the Allow only this type of editing in the document check box. To choose additional restriction options, such as who can read or change the document, click Restrict permission.

Restriction options include setting an expiration date for the document and allowing users to copy content. To assign a password to the document so that only reviewers who know the password can remove the protection, type a password in the Enter new password optional box, and then confirm the password. For example, a business plan is a common document written in Word. Templates are exactly like documents in that you can provide recommended sections or required text for others to use, as well as content controls such as a predefined drop-down list or a special logo.

Browse the location where you save an earlier created template and click on the Open button at the bottom of the screen. Step 4: Once you made all your desired changes in your template, you can Save your template and close it. Step 2: Go to the File tab on the Ribbon. A File menu options will appear on the screen. Click on the New. Step 3: An Available Templates window appears. Click on the Personal. Step 4: A list of Word templates appears on the screen. Select and double-click on the template that you want to apply.

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Create Lists Use Symbols as Bullets. Next Topic How to insert a calendar in Word document. Reinforcement Learning. Optional In the Where box, choose a location where the template will be saved. Next to File Format , click Microsoft Word template. To change where Word automatically saves your templates, on the Word menu, click Preferences , and then under Personal Settings , click File Locations.

Under File Locations , select User templates from the list, and then click Modify. Type the new folder and path you want to use, and Word will save any new templates in that folder. You can customize an existing template to make it even more useful. Add static information to the existing template, and then save the file again as a template. Click a template that is similar to the one you want to create, and then click Create. Note: If you can't find a template, you can search for it based on keywords in the Search All Templates box.

Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new documents that you base on the template. To start a new document based on your template, on the File menu, click New from Template , and then select the template you want to use. Open a blank presentation, and then on the View tab, click Slide Master. The slide master is the largest slide image at the top of the slide thumbnail list.

Associated layouts are positioned beneath it. To make changes to the slide master or layouts, on the Slide Master tab, do any of these:. To add a colorful theme with special fonts, and effects, click Themes , and pick a theme. To add a placeholder for text, picture, chart, and other objects, in the thumbnail pane, click the slide layout that you want to hold the placeholder. From Insert Placeholder , pick the type of placeholder you want to add, and drag to draw the placeholder size.

Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new presentations that you base on the template. To start a new presentation based on a template, on the File menu, click New from Template , and then select the template you want to use. Next to File Format , click Excel Template. Add, delete, or change any content, graphics, or formatting, and make any other changes that you want to appear in all new workbooks that you base on the template.

To start a new workbook based on a template, on the File menu, click New from Template , and then select the template you want to use. In the XML Mapping Pane, right-click the relationship containing the content control fields, and then click Repeating. When you use the Word template in customer engagement apps to create a document, the table will populate with multiple rows of data.

When the template has the fields and formatting you want, save it and upload it into customer engagement apps. When you have your Word template built the way you want, save it so you can upload it into customer engagement apps.

Access to the newly created Word template depends on how you uploaded it and to the access granted to the security role. Be sure to check out Use Security Roles to control access to templates.

Administrators can use the Settings page to upload the Word template into customer engagement apps. A template uploaded in Settings is available to all users in your organization. Open a record with information you want to create a document. For example, open a customer account record in Sales. Only templates built for the selected record type entity will be displayed. For example, if you open an opportunity record, you will not see a template you created with the Account entity.

You need to refresh customer engagement apps to see the template. Either refresh your browser or close and reopen customer engagement apps. After you select your Word template, customer engagement apps create a Word document from the record you selected.

The sample Word templates were created with a particular record type entity. You'll only be able to apply the template to records of the same record type. Open a record with information with the entity type that matches the sample template. For example, open a customer account record in Sales to apply the Account Summary template. Administrators can control access to Word templates with some granularity.

For example, you can give salespeople Read but not Write access to a Word template.