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Information Technology Policies and Procedures

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Princeton University Center for Information Technology from information technology policies and procedures , image source: amyhepler.com

Templates are pre-designed files that you or somebody else (such as Microsoft) creates to use as a pattern for a project. The template could be to get a business card, brochure, resume, presentation. . .the list goes on. Regardless of the purpose, templates offer the design consistency that any organization (or person ) needs to look professional. (You can also find templates for Excel, PowerPoint, and other applications, but in this guide we are focusing on Microsoft Word.)

The template contains a specific layout, style, layout and, sometimes, text and fields that are common to each use of that template. Some templates are so complete (for instance, business cards), you only need to alter the individual’s name, contact number, and email address. Others, such as business reports or brochures, could demand that everything is altered except the layout and design.
Once you make a template, you may use it repeatedly. Bear in mind that while you open a template to start a job, you save the project as another file type, like the simple .docx Word structure, such as editing, printing, sharing, and more. The template file remains the same, unless or until you wish to alter 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 organization’s newsletter, posters for a conference, or even invitations for corporate occasions. You can also create interactive templates to load on the Intranet, so others can fill in the blanks to publish their own envelopes and letterhead, for instance.

To begin with, produce a document–layout and format , add graphics and photos. When it’s interactive, pick Controls in the Developer tab and create custom input fields for user interaction.

Some templates utilize interactive controls for user input. For instance, imagine that after 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 is your helper’s task to email the date, time, location, speakers, themes, and the agenda to each attendee. Rather than have that individual retype the data at a regular template, you may make a template in which choices can be selected from a listing.

Templates allow you to configure all the relevant settings you need pre-applied to documents–webpage layout, styles, formatting, tabs, boilerplate text, etc. You can then easily create a new file based on that template.

When you save a document as a template, you may then use that template to create new files. Those new files include all the text (and images( and other articles ) the template contains. They also have the exact same page layout settings, segments, and fashions as the template. Templates can save a lot of time when you are creating multiple files that need to get a consistent design, format, and a few boilerplate text.

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