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Templates are pre-designed files that you or someone else (such as Microsoft) creates to use as a blueprint for a job. The template could be for a business card, brochure, resume, demonstration. . .the list goes on. Irrespective of the purpose, templates provide the design consistency that any organization (or individual) needs to appear professional. (you could also find templates for Excel, PowerPoint, and other programs, but in this article we’re focusing on Microsoft Word.)
The template includes a specific layout, design, layout and, occasionally, fields and text that are common to each use of the template. Some templates are really complete (such as business cards), you merely need to alter the individual’s name, contact number, and email address. Others, such as company reports or brochures, could demand that everything is altered except the design and layout.
As soon as you create a template, then you can use it repeatedly. Remember that while you start a template to initiate a project, you save the project as another file type, such as the simple .docx Word format, such as editing, printing, sharing, and much more. The template file stays the same, unless or until you want to alter it (more on that later).
Customized templates can be as straightforward or complex as needed. By way of instance, you may create a template for your organization’s newsletter, posters for a conference, or invitations for corporate events. You could 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, produce a document–layout and format it, add graphics and photographs. If it’s interactive, 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 instance, imagine that after 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 helper’s job to email the date, time, location, speakers, topics, and the agenda to every attendee. Instead of having that individual retype the information in a regular template, you can make a template where choices can be chosen from a listing.
Templates let you configure all of the applicable settings you need pre-applied to documents–webpage 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 can then use that template to make new documents. Those new documents include all the text (and images, and other content) that the template contains. They also have the same page layout settings, segments, and styles as the template. Templates can save a lot of time when you’re creating multiple files that have to have a consistent layout, format, and some boilerplate text.
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