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Templates are pre-designed documents that you or somebody else (such as Microsoft) generates 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 offer the design consistency which any organization (or individual) needs to look professional. (you could also find templates for Excel, PowerPoint, and other applications, but in this article we are focusing on Microsoft Word.)
The template contains a particular layout, style, layout and, sometimes, text and fields which are common to each use of that template. Some templates are really complete (for instance, business cards), you only need to alter the individual’s name, phone number, and email address. Others, such as company reports or brochures, could require that everything is altered except the design and layout.
Once you create a template, you can use it repeatedly. Remember that while you open a template to initiate a project, you save the project as another file type, like the basic .docx Word format, such as editing, printing, sharing, and more. The template file stays the same, unless or until you want to alter it (more on that later).
Custom 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 could even create interactive templates to load on the Intranet, so others may fill in the blanks to print their own envelopes and letterhead, as an example.
First, produce a record –design and format it, add images and photographs. If it’s interactive, pick Controls from the Developer tab and make custom input fields for user interaction.
Some templates use interactive controls for user input. By way of 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’s your helper’s task to email the date, time, place, speakers, topics, and agenda to every attendee. Rather than have that individual retype the data at a regular template, you may make a template in which options can be selected from a listing.
Templates allow you to configure all the applicable settings you need pre-applied to documents–webpage design, 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 may then use that template to create new documents. Those new files contain all the text (and images( and other content) the template contains. They also have all the same page layout settings, segments, and fashions as the template. Templates can save a great deal of time when you’re creating multiple documents that have to get a consistent design, format, and a few boilerplate text.
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