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Templates are pre-designed documents that you or somebody else (like Microsoft) creates to use as a blueprint for a project. The template may be to get a business card, brochure, resume, demonstration. . .the list goes on. Irrespective of the purpose, templates provide the plan consistency that any company (or person ) needs to look professional. (You can also find templates for Excel, PowerPoint, and other applications, but in this guide we’re focusing on Microsoft Word.)
The template includes a particular layout, design, layout and, sometimes, text and fields which are common to every use of the template. Some templates are so complete (for instance, business cards), you merely need to change the individual’s name, phone number, and email address. Others, such as company reports or brochures, could require that everything is altered except the layout and design.
As soon as you create a template, then you can use it over and over. Remember that while you start a template to initiate a job, you save the project as another file type, like the basic .docx Word structure, such as editing, printing, sharing, and more. The template file stays the same, unless or until you want to change it (more on this later).
Custom templates can be as simple or complicated as needed. For example, you might create a template for your company’s newsletter, posters for a seminar, or invitations for corporate events. You can even create interactive templates to load on the Intranet, so others may fill in the blanks to publish their own envelopes and letterhead, as an example.
To begin with, produce a record –design and format it, add graphics and photos. When it’s interactive, pick Controls from the Developer tab and create custom input fields for user interaction.
Some templates utilize interactive controls for user input. By way of example, imagine that after a month, the division managers, assistant managers, and loan originators of a large banking institution have a meeting at one of the 12 branches. It is your assistant’s task to email the date, time, place, speakers, topics, and the agenda to each attendee. Rather than have that individual retype the data in a regular template, you can make a template in which choices can be selected from a listing.
Programs let you configure all of the applicable settings you need pre-applied to files –page layout, styles, formatting, tabs, boilerplate text, etc. You can then easily create a new file based on that template.
When you save a document as a template, you may then use that template to make new documents. Those new documents include all of the text (and images, and other articles ) that the template contains. They also have the exact same page layout settings, segments, and fashions as the template. Templates can save you a lot of time when you’re creating multiple documents which have to have a consistent layout, format, and some boilerplate text.
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