Sample employee performance appraisal from summary of performance examples , image source: www.slideshare.net
Templates are pre-designed files that you or someone else (like Microsoft) creates 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 which any company (or person ) needs to look professional. (you could also find templates for Excel, PowerPoint, and other applications, but in this guide we are focusing on Microsoft Word.)
The template contains a specific layout, style, design and, sometimes, text and fields that are common to each use of that template. Some templates are so complete (for instance, business cards), you merely have to alter the individual’s name, contact number, and email address. Others, like company reports or brochures, could demand that everything is changed except the layout and design.
As soon as you make a template, you may use it over and over. Bear in mind that while you start a template to initiate a job, you save the job as another file type, such as the basic .docx Word structure, for editing, printing, sharing, and much more. The template file stays the same, unless or until you wish to change it (more on that later).
Customized templates can be as simple or complicated as needed. By way of instance, you may create a template for your company’s newsletter, posters for a seminar, or even invitations for corporate events. You could even create interactive templates to load on the Intranet, so others may fill in the blanks to publish their own envelopes and letterhead, for instance.
To begin with, produce a document–design and format it, add graphics and photographs. When it’s interactive, then 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 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, location, speakers, themes, and agenda to each attendee. Rather than having that individual retype the information in a regular template, you can create a template in which options can be selected from a listing.
Programs let you configure all the relevant settings you need 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.
After you save a document as a template, then you can then use that template to create new documents. Those new documents include all of the text (and images( and other articles ) that the template contains. They also have the same page layout settings, sections, and styles as the template. Templates can save you a great deal of time when you are creating numerous files which have to have a consistent layout, format, and some boilerplate text.
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