Executive Status Report Template from flash report template excel , image source: www.slideshare.net
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. Irrespective of the purpose, templates offer the design consistency that any company (or individual) needs to appear professional. (you could also find templates for Excel, PowerPoint, and other applications, but in this article we are focusing on Microsoft Word.)
The template includes a specific design, style, layout and, occasionally, fields and text which are common to each use of that template. Some templates are so complete (such as business cards), you merely have to change the individual’s name, contact number, and email address. Others, such as company reports or brochures, could require that everything is altered except the layout and design.
Once you make a template, then you may 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 simple .docx Word format, for editing, sharing, printing, and more. The template file stays the same, unless or until you wish to change it (more on this later).
Customized templates can be as straightforward or complicated as needed. By way of instance, you might 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 the Intranet, so others can fill in the blanks to print their own envelopes and letterhead, for instance.
First, produce a record –design and format , add graphics and photographs. When it’s interactive, then select Controls in the Developer tab and create custom input fields for user interaction.
Some templates use interactive controls for user input. By way of 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, themes, and the agenda to every attendee. Rather than having that individual retype the data in a regular template, you can make a template in which choices can be chosen from a listing.
Programs let you configure all the relevant settings you want pre-applied to documents–webpage design, styles, formatting, tabs, boilerplate text, etc. You can then easily make a new file based on that template.
When you save a document as a template, then you may then use that template to create new documents. Those new files contain all the text (and images( and other articles ) that the template contains. They also have the same page layout settings, segments, and fashions as the template. Templates can save you a great deal of time when you are creating numerous files which need to have a consistent design, format, and some boilerplate text.
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