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Templates are pre-designed documents that you or somebody else (such as Microsoft) generates to use as a pattern for a project. The template could be to get a business card, brochure, resume, presentation. . .the list continues. Regardless of the purpose, templates offer the design consistency that any organization (or individual) needs to appear professional. (You can also find templates for Excel, PowerPoint, and other programs, but in this guide we are focusing on Microsoft Word.)
The template contains a particular design, style, layout and, sometimes, fields and text that are common to each use of the template. Some templates are really complete (for instance, business cards), you merely have to alter somebody’s name, contact number, and email address. Others, like business reports or brochures, could require that everything is changed except the design and layout.
As soon as you make a template, then you can use it repeatedly. Bear in mind that while you open a template to start a project, you save the job as another file type, such as the basic .docx Word format, for editing, sharing, printing, and more. The template file remains the same, unless or until you wish to change it (more on that later).
Custom templates can be as simple or complicated as needed. By way of instance, you may create a template for your organization’s newsletter, posters for a seminar, or even invitations for corporate occasions. You can also produce interactive templates to load on the Intranet, so others may fill in the blanks to print their own envelopes and letterhead, as an example.
First, create a document–design and format it, add images and photos. If it’s interactive, select Controls in the Developer tab and make custom input fields for user interaction.
Some templates utilize interactive controls for user input. By way of instance, 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 assistant’s job to email the date, time, location, speakers, themes, and the agenda to each attendee. Rather than having that individual retype the information in a regular template, you can create a template where choices can be chosen from a listing.
Templates let you configure all the applicable settings you want pre-applied to documents–webpage design, 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, you can then use that template to make new files. Those new documents include all the text (and images( and other content) that the template contains. They also have all the exact same page design settings, sections, and fashions as the template. Templates can save you a lot of time when you are creating multiple documents that have to have a consistent design, format, and some boilerplate text.
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