Quarterly Marketing Reports with Rival IQ from scores business plan template , image source: www.rivaliq.com
Templates are pre-designed documents that you or someone else (like Microsoft) generates to use as a blueprint for a job. The template may be for a business card, brochure, resume, demonstration. . .the list goes on. Regardless of the purpose, templates provide the plan consistency which any company (or individual) needs to appear professional. (you could also find templates for Excel, PowerPoint, and other programs, but in this article we are focusing on Microsoft Word.)
The template contains a specific design, style, layout and, sometimes, fields and text which are common to every use of the template. Some templates are really complete (such as business cards), you merely need 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 may use it over and over. Bear in mind that while you open a template to start a project, you save the project as another file type, like the simple .docx Word format, such as editing, printing, sharing, and more. The template file remains the same, unless or until you want to change it (more on that later).
Customized templates can be as straightforward or complicated as needed. For example, you might create a template for your company’s newsletter, posters for a seminar, or invitations for corporate occasions. You could even create interactive templates to load the Intranet, so others may fill in the blanks to print their own envelopes and letterhead, for instance.
First, produce a document–design and format it, add images and photos. When it’s interactive, select Controls from the Developer tab and make custom input fields for user interaction.
Some templates utilize interactive controls for user input. For instance, imagine that after 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 assistant’s task to email the date, time, location, speakers, themes, and agenda to every attendee. Instead of have that person retype the data in a normal template, you can create a template in which choices can be chosen from a listing.
Programs let you configure all of the applicable settings you want pre-applied to files –page layout, styles, formatting, tabs, boilerplate text, etc. You may then easily create a new document 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 include all of the text (and images, and other articles ) the template contains. They also have the exact same page design settings, segments, and fashions as the template. Templates can save you a lot of time when you are creating multiple documents which have to get a consistent design, format, and some boilerplate text.
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