How To Create a Document Template

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Have you ever used a document over and over, wishing that you didn’t have to constantly reset the margins or change the font to a specific style?  If so, then you may want to consider turning that document into a template.  A template determines the basic structure for a document and contains document settings such as AutoText entries, fonts, key assignments, macros, menus, page layout, special formatting, and styles.

Creating a template is easy.  Simply follow these basic steps.

To base a new template on an existing document, click Open on the File menu, and then open the document you want.

To base a new template on an existing template, click New on the File menu. Click a template that is similar to the one you want to create, click Template under Create New, and then click OK.

1. On the File menu, click Save As.
2. In the Save as type box, click Document Template. This file type will already be selected if you are saving a file that you created as a template.
3. The default folder is the Templates folder in the Save in box. Saving the template in this directory will allow it to appear on General tab.  However, you may save it in another directory such as My Documents and then create a shortcut to it on your desktop.
4. In the File name box, type a name for the new template, and then click Save.
5. In the new template, add the text and graphics you want to appear in all new documents that you base on the template, and delete any items you don't want to appear.
6. Make the changes you want to the margin settings, page size and orientation, styles, and other formats.
7. Click Save, and then click Close on the File menu.

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