NDUS Training and Documentation

How to Create a Template

Template Definition: It is a pattern for your document that provides structure, settings and common contents.  It may include:

• Text (AutoText entries, headers and footers)
• Graphics (logos, charts, and signatures)
• Page set up options (margins, paper size, page orientation, etc)
• Document formatting (font, line spacing)
• Customized toolbars, menus or menu items

Advantages

• Saves time
• Creates more consistent documents

Creating a New Template

In this exercise, we will create a template for a memo document.

Click the New Blank Document button on Standard toolbar

Type “Memo” use Times New Roman font with 48 as the font size

Type “To:, From:, Date: and Re:” use Times New Roman font with 12 as the font size. 

Once you have entered the information, Click Save

Enter a name in the File Name text box

Choose Document Template from the Save as Type drop-down menu

Click on Save

Note: Templates can be stored anywhere on your hard drive or network.  If you want your template to appear in the General tab of the Templates dialog box, it must be stored in the Office XP Templates folder, one of its subfolders, or a networked folder designated as the Workgroup Templates folder.

To use this template, go to File, New, General Templates and select the template you created.

11/12/2003