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Templates are pre-designed documents that you or somebody else (like Microsoft) creates to use as a pattern for a job. The template could be to get a business card, brochure, resume, presentation. . .the list goes on. Irrespective of the purpose, templates provide the design consistency which any organization (or individual) needs to appear professional. (you could also find templates for Excel, PowerPoint, and other applications, but in this guide we’re focusing on Microsoft Word.)
The template contains a specific design, style, design and, sometimes, text and fields which are common to each use of that template. Some templates are really complete (for instance, business cards), you only have to change somebody’s name, contact number, and email address. Others, such as company reports or brochures, could demand that everything is changed except the design and layout.
Once you make a template, you can use it over and over. Remember that while you open a template to initiate a job, you save the job as another file type, such as the basic .docx Word structure, such as editing, sharing, printing, and much more. The template file remains the same, unless or until you want to alter it (more on that later).
Custom templates can be as straightforward or complicated as needed. For example, you might create a template for your organization’s newsletter, posters for a conference, or even invitations for corporate events. You can even create interactive templates to load on the Intranet, so others can fill in the blanks to print their own envelopes and letterhead, for instance.
To begin with, create a record –design and format it, add graphics and photographs. When it’s interactive, pick Controls from the Developer tab and make custom input fields for user interaction.
Some templates use interactive controls for user input. By way of example, 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’s your helper’s job to email the date, time, location, speakers, themes, and agenda to each attendee. Instead of have that person retype the information at a regular template, you may make a template in which choices can be selected from a list.
Templates let you configure all the relevant settings you need pre-applied to documents–page layout, styles, formatting, tabs, boilerplate text, and so on. You may then easily make a new document based on that template.
When you save a document as a template, then you may then use that template to make new documents. Those new documents include all the text (and images, and other articles ) that the template contains. They also have the exact same page layout settings, sections, and fashions as the template. Templates can save a lot of time when you are creating multiple documents which need to get a consistent layout, format, and a few boilerplate text.
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