tax memo format from tax research memo example , image source: www.memoexample.com
Templates are pre-designed documents that you or somebody else (such as Microsoft) creates to use as a blueprint for a project. The template could be for a business card, brochure, resume, presentation. . .the list continues. Irrespective of the purpose, templates provide the design consistency which any organization (or person ) needs to appear professional. (You can also find templates for Excel, PowerPoint, and other applications, but in this article we are focusing on Microsoft Word.)
The template contains a specific layout, style, layout and, sometimes, text and fields that are common to each use of the template. Some templates are so complete (such as business cards), you only need to alter somebody’s name, phone number, and email address. Others, like company reports or brochures, could require that everything is changed except the design and layout.
Once you create a template, then you may 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, such as the basic .docx Word structure, for editing, sharing, printing, and much more. The template file remains the same, unless or until you want to alter it (more on this later).
Custom templates can be as straightforward or complicated as needed. For instance, you might create a template for your organization’s newsletter, posters for a seminar, or even invitations for corporate occasions. You can even produce interactive templates to load the Intranet, so others may fill in the blanks to print their own envelopes and letterhead, as an example.
To begin with, produce a record –layout and format , add graphics and photographs. If 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 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 assistant’s task to email the date, time, place, speakers, topics, and the agenda to every attendee. Instead of have that individual retype the information at a regular template, you can make a template in which options can be selected from a list.
Templates let you configure all the relevant settings you need pre-applied to files –page layout, styles, formatting, tabs, boilerplate text, etc. You may then easily create a new file based on that template.
After you save a document as a template, you may then use that template to create new files. 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 you a lot of time when you’re creating multiple files that need to get a consistent design, format, and a few boilerplate text.
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