7. Creating a Custom Template

 
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Overview

You might find that same document layout, passages of text, tables, and images are used again and again in different docs. This lesson teaches you how to store these as a template for reuse.

Summary

Lesson Goal

Learn how to efficiently re-use document assets with templates.

What is a Word Template?

At this stage in the Word Learning Plan, you’re likely very familiar with the New Document screen. On this page, you can see Templates for different types of documents, such as Resumés and brochures.

You can also add your own templates to this view. This is very useful if you reuse a lot of components in different documents. For example, if you use the same cover page and header and footer.

Creating a custom Word Template

Start by opening Word document that would serve as a good basis for your template. Delete everything you won’t use again in another document. Now, click Save As and change the file type to Word Template (*.dotx).

This will automatically change the directory to Documents > Custom Office Templates. For ease of access, it’s best to save your template here.

Now, start a new document, and select the Personal tab. In here you’ll find all of your custom Templates. If you’d like your Template to appear in the featured tab, click the pin icon at the bottom right of the template thumbnail

Transcript

In the previous lesson, we demonstrated how to set and create custom themes. In this lesson, we'll learn how to efficiently reuse document assets with templates.

Custom themes can store a wide variety of formatting choices for future use, but they can't store actual text, tables or pictures.

We'll return to the case study document one last time and use it to create a Word template.

We won't be using most of this document again, but there are two parts worth reusing, the cover page and the Contact Us section at the bottom.

To remove everything else, we'll place the cursor at the start of page two and type control + shift + end to select everything between this point and the bottom of the document.

We'll then hold down control and shift and type up until the Contact Us section has been removed from the selection.

We'll delete the selection and insert a blank page in between with a page break.

Next, we'll edit the Quick Parts to replace the title and subtitle with placeholder text.

The document is now ready to be saved as a template.

We'll now click File and Save As.

We'll change the title to Company Template 1 and choose the Word template file type with the extension .dotx. This should change the directory to Documents, Custom Office Templates.

We recommend saving all templates here as it's far easier to access later on.

Let's start a new document using this template.

We'll click New and select the Personal tab.

Any template saved in the Custom Office Templates folder appear here, including the template we just saved.

We can move this template to the Featured tab by clicking the pin icon.

We'll double click to open the template, and we're now ready to get started on a new doc.

With that, the course is now complete.

In this course, we learned how to add important design elements to our document. We first learned how to use basic shapes and lines to create complex flowcharts.

We then inserted and formatted pictures.

After that, we added useful information to the document footers.

Next, we learned about document themes and we saved components of our document as a custom template.

While it's useful to know all these Word design tools, it's important to remember to follow your organization's branding guidelines whenever you're preparing a document for external use.

Designing with Shapes, Pictures, and Themes

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