Key Performance Indicator KPI Examples and Templates from executive dashboard template free , image source: www.klipfolio.com
Templates are pre-designed documents that you or somebody else (such as Microsoft) generates to use as a blueprint for a project. The template could be for a business card, brochure, resume, demonstration. . .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 programs, but in this article we are focusing on Microsoft Word.)
The template includes a particular layout, style, design and, occasionally, text and fields which are common to every use of that template. Some templates are so complete (such as business cards), you merely need to change somebody’s name, contact number, and email address. Others, like company reports or brochures, could demand that everything is altered except the layout and design.
Once you make a template, then you can use it over and over. Bear in mind that while you start a template to start a job, you save the job as another file type, such as the simple .docx Word structure, such as editing, sharing, printing, and much more. The template file remains the same, unless or until you wish to change it (more on this later).
Custom templates can be as straightforward or complicated as needed. For example, you may create a template for your company’s newsletter, posters for a seminar, or invitations for corporate occasions. You can even create interactive templates to load on the Intranet, so others can fill in the blanks to publish their own envelopes and letterhead, as an example.
First, create a document–layout and format , add images and photographs. When it’s interactive, select Controls from the Developer tab and create custom input fields for user interaction.
Some templates utilize interactive controls for user input. For example, imagine that once 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’s your helper’s job to email the date, time, place, speakers, topics, 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 listing.
Templates allow you to configure all of the relevant settings you want pre-applied to documents–page design, styles, formatting, tabs, boilerplate text, etc. You can then easily make a new document 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 the text (and images, and other content) the template contains. They also have all the same page design settings, sections, and fashions as the template. Templates can save a great deal of time when you’re creating numerous documents which need to get a consistent layout, format, and a few boilerplate text.
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