Bp training chag session 3 from projected profit and loss , image source: www.slideshare.net
Templates are pre-designed files 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, presentation. . .the list continues. Regardless of the purpose, templates provide the design consistency that any organization (or individual) needs to look professional. (you could also find templates for Excel, PowerPoint, and other programs, but in this article we’re focusing on Microsoft Word.)
The template contains a specific layout, design, layout and, occasionally, fields and text that are common to each use of the template. Some templates are really complete (for instance, business cards), you merely have to alter the individual’s name, phone number, and email address. Others, such as company reports or brochures, could require that everything is changed except the layout and design.
As soon as you create a template, you may use it over and over. Remember that while you open a template to start a project, you save the project 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 alter it (more on this later).
Custom templates can be as simple or complex as needed. By way of example, you might create a template for your company’s newsletter, posters for a conference, or invitations for corporate events. You can 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 record –layout and format , add images and photos. If it’s interactive, select Controls from the Developer tab and create custom input fields for user interaction.
Some templates use 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 assistant’s job to email the date, time, place, speakers, topics, and the agenda to every attendee. Instead of have that person retype the information in a regular template, you can make a template in which choices can be selected from a list.
Programs allow you to configure all the relevant settings you want pre-applied to documents–page design, styles, formatting, tabs, boilerplate text, and so on. You can then easily create a new file based on that template.
When you save a document as a template, then you may then use that template to make new documents. Those new files contain all the text (and images, and other content) that the template contains. They also have the same page layout settings, sections, and styles as the template. Templates can save you a lot of time when you are creating numerous documents that need to get a consistent design, format, and some boilerplate text.
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