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Templates are pre-designed files that you or someone else (such as Microsoft) generates to use as a blueprint for a job. The template may be for a business card, brochure, resume, presentation. . .the list goes on. Irrespective of the purpose, templates offer the plan consistency which any company (or individual) needs to look professional. (You can also find templates for Excel, PowerPoint, and other applications, but in this article we are focusing on Microsoft Word.)
The template includes a particular layout, design, design and, occasionally, fields and text which are common to every use of that template. Some templates are so complete (such as business cards), you only have to change the individual’s name, phone number, and email address. Others, like company reports or brochures, could demand that everything is changed except the design and layout.
As soon as you make a template, you may use it repeatedly. Remember that while you start a template to start a project, you save the job as another file type, such as the simple .docx Word format, for editing, sharing, printing, and much more. The template file remains the same, unless or until you want to alter it (more on this later).
Custom templates can be as straightforward or complex as needed. For example, you may create a template for your organization’s newsletter, posters for a conference, or even invitations for corporate events. You can also create interactive templates to load the Intranet, so others can fill in the blanks to publish their own envelopes and letterhead, for instance.
To begin with, produce a document–design and format it, add graphics and photos. When it’s interactive, select Controls in the Developer tab and make custom input fields for user interaction.
Some templates use interactive controls for user input. For instance, imagine that after a month, the branch managers, assistant managers, and loan originators of a large banking institution have a meeting at one of the 12 branches. It is your helper’s task to email the date, time, location, speakers, themes, and agenda to every attendee. Rather than have that person retype the information at a regular template, you may make a template in which choices can be chosen from a listing.
Templates allow you to configure all the relevant settings you need pre-applied to documents–page design, styles, formatting, tabs, boilerplate text, etc. You can then easily make a new document based on that template.
After you save a document as a template, you can then use that template to create new documents. Those new files include all of the text (and images, and other content) that the template contains. They also have the same page layout settings, segments, and fashions as the template. Templates can save a lot of time when you’re creating numerous files which need to have a consistent layout, format, and some boilerplate text.
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