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Templates are pre-designed files that you or somebody else (like Microsoft) generates to use as a blueprint for a project. The template could be to get a business card, brochure, resume, presentation. . .the list continues. Irrespective of the purpose, templates offer the design consistency that any organization (or person ) needs to look professional. (You can also find templates for Excel, PowerPoint, and other programs, but in this guide we are focusing on Microsoft Word.)
The template contains a specific layout, design, layout and, sometimes, text and fields that are common to every use of the template. Some templates are really complete (for instance, business cards), you only have to alter somebody’s name, phone number, and email address. Others, like business reports or brochures, could require that everything is changed except the design and layout.
As soon as you create a template, then you can use it repeatedly. Bear in mind that while you open a template to start a project, you save the project as another file type, such as the simple .docx Word format, for editing, printing, sharing, and much more. The template file stays the same, unless or until you wish to alter it (more on that later).
Custom templates can be as straightforward or complex as needed. For example, you may create a template for your organization’s newsletter, posters for a conference, or even invitations for corporate occasions. You can also produce interactive templates to load on the Intranet, so others can fill in the blanks to print their own envelopes and letterhead, for instance.
First, create a record –layout and format , add graphics and photographs. If it’s interactive, then select Controls in the Developer tab and create custom input fields for user interaction.
Some templates utilize interactive controls for user input. For example, imagine that once a month, the division managers, assistant managers, and loan originators of a large banking institution have a meeting at one of the 12 branches. It’s your helper’s job to email the date, time, place, speakers, themes, and agenda to each attendee. Rather than have that person retype the data in a normal template, you may make a template where choices can be chosen from a list.
Programs allow you to configure all of the relevant settings you want pre-applied to documents–page layout, styles, formatting, tabs, boilerplate text, etc. You may then easily make a new document based on that template.
When you save a document as a template, you may then use that template to make new files. Those new files contain all of the text (and images, and other articles ) the template contains. They also have the same page design settings, segments, and fashions as the template. Templates can save you a great deal of time when you’re creating numerous documents which need to have a consistent layout, format, and some boilerplate text.
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