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Templates are pre-designed documents that you or someone else (such as Microsoft) creates to use as a pattern for a project. The template may be to get a business card, brochure, resume, demonstration. . .the list goes on. Regardless of the purpose, templates provide the design consistency that any organization (or individual) needs to appear professional. (You can also find templates for Excel, PowerPoint, and other programs, but in this guide we’re focusing on Microsoft Word.)
The template contains a particular design, style, design and, sometimes, fields and text which are common to each use of the template. Some templates are really complete (such as business cards), you merely have to change the individual’s name, phone number, and email address. Others, such as business reports or brochures, could demand that everything is altered except the layout and design.
As soon as you create a template, then you can use it over and over. Bear in mind that while you start a template to initiate a job, you save the job as a different file type, like the simple .docx Word structure, for editing, printing, sharing, and much more. The template file remains the same, unless or until you wish to alter it (more on that later).
Customized templates can be as simple or complex as needed. For instance, you might create a template for your company’s newsletter, posters for a seminar, or invitations for corporate events. You could even produce 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 –design and format it, add images and photos. If it’s interactive, then pick Controls from the Developer tab and make custom input fields for user interaction.
Some templates utilize interactive controls for user input. By way of instance, 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 is your helper’s job to email the date, time, place, speakers, themes, and the agenda to each attendee. Instead of have that person retype the information at a normal template, you may create a template where choices can be selected from a list.
Programs allow you to configure all the applicable 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, then you may then use that template to make new documents. Those new files contain all of the text (and images, and other articles ) that the template contains. They also have the same page layout settings, segments, and styles as the template. Templates can save a great deal of time when you are creating numerous documents that have to get a consistent design, format, and some boilerplate text.
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