Start your free trial now, and begin learning software, business and creative skills—anytime, anywhere—with video instruction from recognized industry experts.

Start Your Free Trial Now

Saving a document as a template


From:

Word 2007: Forms in Depth

with Gini Courter

Video: Saving a document as a template

The ability to save a document as a template is a powerful feature in Microsoft Office applications like PowerPoint, Excel and Word. If I have a Word document, like my form that I've spent all of this time on, and I open it up and start entering data in it, then I end up with a form that it's filled with data. Every content control has information in it. But what happened to my original form? Well if I'm really smart and I choose File > Save As, and save my form with the entered data with a different name, I can always go back to my original.
please wait ...
Watch the Online Video Course Word 2007: Forms in Depth
2h 23m Intermediate May 24, 2011

Viewers: in countries Watching now:

In this course, author Gini Courter introduces the form creation tools found in Word 2007 and shows how to produce electronic forms that are visually pleasing and easy to navigate. The course covers designing a form; capturing data effectively with dropdown lists, date pickers, and text boxes; and adding controls for repeating data using the Word Content Control Toolkit. The course also includes tutorials on testing, protecting, and distributing forms.

Prerequisite Course: Word 2007 Essential Training

Topics include:
  • Customizing pre-built Microsoft.com templates
  • Inserting content controls
  • Saving a form as a template
  • Troubleshooting form issues
  • Understanding Building Blocks
  • Creating a schema using the Content Control Toolkit
Subject:
Business
Software:
Office Word
Author:
Gini Courter

Saving a document as a template

The ability to save a document as a template is a powerful feature in Microsoft Office applications like PowerPoint, Excel and Word. If I have a Word document, like my form that I've spent all of this time on, and I open it up and start entering data in it, then I end up with a form that it's filled with data. Every content control has information in it. But what happened to my original form? Well if I'm really smart and I choose File > Save As, and save my form with the entered data with a different name, I can always go back to my original.

But all it takes is a moment of carelessness or some other user to make a mistake and all of a sudden my only copy of the form is filled with data. Templates allow me to save my document in such a way that I will never lose my original. When I choose to save my form as a template, then I create a protected version of the document. Each time a user wants to use the form, they don't actually get to use the template. Word instead creates a copy of the template in a new Word document for the user.

It doesn't matter how many users want to use the template, the template itself never changes. My original form that I've invested time in, that has all those wonderful content controls, is fine. While each user gets a new fresh copy of the template to use that they can fill in, they can make whatever mistakes they want, it doesn't matter; my template stays pristine through this process. Let's switch over to Microsoft Word and see how to save our form as a Template. You maybe remember that when last we saw this form, we had restricted the formatting and editing on it, and you'll want to check that that is done before you save a document as a template.

Now let's click the Office button, go to Save As > Word template. In order to save this template on My Computer in My Templates folder, simply scroll to the top of the folders list and click Templates. Word will automatically navigate to the proper folder for me to find my templates in, and I can then name this form. Now, it's now called PledgeFormProtected because we used it for an exercise, but I'm simply going to call this Pledge Form. That's a great name it's the only Pledge Form that's going to be in this folder, and I'm going to click Save to save my Pledge Form.

Now, the next thing I'm going to do is I'm actually going to click the Office button again and this is my template. I can tell because when I point to it, it says it's C:\Users\ Gini Courter and it shows all the way out at the end it says dotx. That means it's a template. So I want to make sure that I don't accidentally open this because if I do, I'm editing the template again. I can go, if I wish, to Word options and actually clean off this recently used list. But another way to do it is simply to open some other files, work with some other things and let this drop off the list.

When I want to create a new document based on the template I'll simply choose New, I'll choose My Templates and here's my Pledge Form right here. When I double-click, I get a new Document1 based on the Pledge Form. My original Pledge Form, which I've kept here, is protected.

There are currently no FAQs about Word 2007: Forms in Depth.

 
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ .

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

Join now Already a member? Log in

* Estimated file size

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed Word 2007: Forms in Depth.

Return to your organization's learning portal to continue training, or close this page.


OK

Upgrade to View Courses Offline

login

With our new Desktop App, Annual Premium Members can download courses for Internet-free viewing.

Upgrade Now

After upgrading, download Desktop App Here.

Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member ?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Learn more, save more. Upgrade today!

Get our Annual Premium Membership at our best savings yet.

Upgrade to our Annual Premium Membership today and get even more value from your lynda.com subscription:

“In a way, I feel like you are rooting for me. Like you are really invested in my experience, and want me to get as much out of these courses as possible this is the best place to start on your journey to learning new material.”— Nadine H.

Start your FREE 10-day trial

Begin learning software, business, and creative skills—anytime,
anywhere—with video instruction from recognized industry experts.
lynda.com provides
Unlimited access to over 4,000 courses—more than 100,000 video tutorials
Expert-led instruction
On-the-go learning. Watch from your computer, tablet, or mobile device. Switch back and forth as you choose.
Start Your FREE Trial Now
 

A trusted source for knowledge.

 

We provide training to more than 4 million people, and our members tell us that lynda.com helps them stay ahead of software updates, pick up brand-new skills, switch careers, land promotions, and explore new hobbies. What can we help you do?

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.