fice Supplies Inventory Template from office equipment inventory template , image source: charlotteclergycoalition.com
Templates are pre-designed files that you or someone else (like Microsoft) generates to use as a blueprint for a project. The template could be for a business card, brochure, resume, demonstration. . .the list continues. Irrespective of the purpose, templates offer the design consistency which any organization (or individual) needs to appear professional. (you could also find templates for Excel, PowerPoint, and other programs, but in this guide we are focusing on Microsoft Word.)
The template contains a particular layout, style, design and, sometimes, fields and text that are common to each use of that template. Some templates are really complete (for instance, business cards), you only need to change somebody’s name, contact number, and email address. Others, such as company reports or brochures, could demand that everything is changed except the design and layout.
Once you make a template, you can use it repeatedly. Remember that while you start a template to start a project, you save the project as another file type, such as the basic .docx Word format, for editing, sharing, printing, and much more. The template file stays the same, unless or until you wish to alter it (more on that later).
Custom templates can be as straightforward or complex as needed. By way of example, you may create a template for your company’s newsletter, posters for a conference, or even invitations for corporate events. You can even create interactive templates to load on the Intranet, so others may fill in the blanks to publish their own envelopes and letterhead, for instance.
To begin with, produce a record –layout and format , add images and photographs. If it’s interactive, then select Controls from the Developer tab and create custom input fields for user interaction.
Some templates utilize interactive controls for user input. For example, 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’s your assistant’s task to email the date, time, place, speakers, topics, and the agenda to every attendee. Rather than have that individual retype the information at a normal template, you may make a template where options can be chosen from a listing.
Programs let you configure all the relevant settings you want pre-applied to files –webpage layout, styles, formatting, tabs, boilerplate text, etc. You can then easily make a new file based on that template.
After you save a document as a template, then you can then use that template to make new documents. Those new documents contain all of the text (and images, and other content) the template contains. They also have the same page layout settings, sections, and fashions as the template. Templates can save you a great deal of time when you’re creating numerous documents which have to have a consistent layout, format, and a few boilerplate text.
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