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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 job. The template may be to get a business card, brochure, resume, demonstration. . .the list goes on. Irrespective of the purpose, templates offer the plan consistency that any organization (or individual) needs to look professional. (You can also find templates for Excel, PowerPoint, and other programs, but in this article we are focusing on Microsoft Word.)
The template includes a specific layout, design, layout and, sometimes, text and fields which are common to each use of the template. Some templates are really complete (such as business cards), you only have to change somebody’s name, contact number, and email address. Others, such as business reports or brochures, could demand that everything is changed except the design and layout.
Once you make a template, you can use it over and over. Bear in mind that while you start a template to start a project, you save the project as a different file type, like the basic .docx Word structure, for editing, printing, sharing, and more. The template file stays the same, unless or until you want to change it (more on that later).
Custom templates can be as simple or complex as needed. For instance, you may create a template for your company’s newsletter, posters for a seminar, or even invitations for corporate events. You can also create interactive templates to load the Intranet, so others can fill in the blanks to publish their own envelopes and letterhead, for instance.
First, produce a document–design and format , add images and photos. When it’s interactive, then select Controls in 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 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’s your assistant’s task to email the date, time, location, speakers, topics, and agenda to each attendee. Rather than have that individual retype the information at a normal template, you can create a template where choices can be chosen from a listing.
Templates let you configure all the relevant settings you want pre-applied to files –page layout, styles, formatting, tabs, boilerplate text, and so on. You can then easily make a new document based on that template.
When you save a document as a template, you can then use that template to make new documents. Those new documents contain all of the text (and images, and other content) that the template contains. They also have all the exact same page design settings, segments, and fashions as the template. Templates can save you a great deal of time when you are creating multiple documents which need to have a consistent layout, format, and some boilerplate text.
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