12 Sample Personal Financial Statements from financial statement template pdf , image source: www.sampletemplates.com
Templates are pre-designed files that you or someone else (such as Microsoft) creates to use as a pattern for a project. The template could be for a business card, brochure, resume, presentation. . .the list goes on. Regardless of the purpose, templates provide the design consistency which any company (or individual) needs to look professional. (you could also find templates for Excel, PowerPoint, and other applications, but in this guide we are focusing on Microsoft Word.)
The template includes a specific layout, design, design and, occasionally, fields and text that are common to every use of that template. Some templates are so complete (for instance, business cards), you only need to change somebody’s name, phone number, and email address. Others, like business reports or brochures, could demand that everything is altered except the layout and design.
Once you make a template, you can use it over and over. Bear in mind that while you open a template to initiate a job, you save the job as a different file type, such as the basic .docx Word format, such as editing, printing, sharing, and much more. The template file remains the same, unless or until you wish to alter it (more on that later).
Customized templates can be as straightforward or complicated as needed. By way of example, you might create a template for your organization’s newsletter, posters for a conference, or invitations for corporate occasions. You can even produce interactive templates to load on the Intranet, so others may fill in the blanks to print their own envelopes and letterhead, for instance.
First, create a document–design and format , add images and photos. When it’s interactive, then pick Controls from the Developer tab and create custom input fields for user interaction.
Some templates use interactive controls for user input. For example, imagine that once 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 assistant’s task to email the date, time, location, speakers, themes, and the agenda to each attendee. Instead of have that person retype the data in a regular template, you can make a template where options can be selected from a listing.
Templates allow you to configure all of the relevant settings you want pre-applied to files –page layout, styles, formatting, tabs, boilerplate text, and so on. You can then easily create a new document based on that template.
When you save a document as a template, then you can then use that template to make new files. Those new files contain all the text (and images( and other content) the template contains. They also have the same page design settings, sections, and styles as the template. Templates can save a great deal of time when you are creating multiple files which need to have a consistent design, format, and some boilerplate text.
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