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Saving as a template

From: PowerPoint 2010 Power Shortcuts

Video: Saving as a template

If you're creating slide shows for a business, it's a good idea to design all your presentations so they have the same branding. Maybe they'll even have some similar content, like a closing slide with your company logo and contact information. Many people will open up a previous file, do a Save As and create a new file to use for the current project, but this has some major limitations. First, have you ever forgotten the Save As step, gone on autopilot and saved over your old presentation? It can be heart wrenching. Or maybe you work for a company where more than one person needs access to that template. Saving the template to a SharePoint Server or a Network Drive, make sure everybody's presentations are consistent, no matter who develops the slide shows.

Saving as a template

If you're creating slide shows for a business, it's a good idea to design all your presentations so they have the same branding. Maybe they'll even have some similar content, like a closing slide with your company logo and contact information. Many people will open up a previous file, do a Save As and create a new file to use for the current project, but this has some major limitations. First, have you ever forgotten the Save As step, gone on autopilot and saved over your old presentation? It can be heart wrenching. Or maybe you work for a company where more than one person needs access to that template. Saving the template to a SharePoint Server or a Network Drive, make sure everybody's presentations are consistent, no matter who develops the slide shows.

The most important thing to remember when creating a template is to do as much of your design work as you can in the Slide Masters as we saw in the top 10 tips for this course, whether you're formatting text, adding logos, customizing bullets, or creating custom animations, do the work on the Slide Masters instead of on the individual slides themselves. If you don't, when you add new slides, they won't have the same formatting as the rest of the presentation. Now this presentation we're working on has its own original slide layouts, custom bullets, picture effects, and many other features we developed during this course. When you have everything ready, press F12 to do a Save As. Where it says, Save as type, click on PowerPoint Presentation and scroll up to PowerPoint Template, click on it.

Now notice that your file location changes. This puts it in the folder that Microsoft PowerPoint looks in to find pre-designed template files. If you've created a template archive on your company network, navigate to it. It won't show up here by default. I'll change the name and then I'll click Save. Now let's open up a fresh document based on this template. Go to the File menu, click on New and then come over here to My templates. There is the template we just created, so I'll click OK. So it looks like my finished presentation, but notice at the top that is just says, Presentation5, it's considered completely blank, and I can use all of these slides as placeholders.

Now if for some reason you don't want to use a templating system, there is another way you can at least prevent saving over an original file. Go to File and down to New, and the last option at the top says, New from existing. Choose any file that you want to replicate. Again, it creates a blank but it has everything that the original had. When you save it, it acts like a fresh new file. I want to take a moment and go back to File and New and point out some of PowerPoint's other templates. Right here we have Office. com Templates and down at the bottom you'll see PowerPoint presentations and slides. I'll go ahead and open a folder. I'll choose Design slides with content. You do have to be on the Internet for this part and here are a number of templates that I can use. For example, I'll double-click on this one and here's a new presentation completely different from the design themes that are found inside PowerPoint.

Now also in the FileNew area are Sample Templates. Some of the ones that I like are, for example, the Quiz Show, so that you can create quizzes. So I'll go to New and back to the Sample Templates. Presentations are a powerful communication medium. For more than 20 years Duarte has developed presentations to launch products, align employees, increase company value and propel global causes.

These templates are great for seeing how pros use animation and other advanced techniques. I find a lot of inspiration here. So let's go back to our presentation. So if you spend time with every new document, setting it up with the same layout and formatting, create a template instead, you'll never have to repeat your setup or accidentally save over your old files.

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This video is part of

Image for PowerPoint 2010 Power Shortcuts
PowerPoint 2010 Power Shortcuts

52 video lessons · 10327 viewers

Alicia Katz Pollock
Author

 
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  1. 1m 44s
    1. Welcome
      54s
    2. Using the exercise files
      50s
  2. 31m 25s
    1. Autofitting text
      2m 40s
    2. Working with slide and handout masters
      3m 56s
    3. Working in Outline view
      3m 14s
    4. Adding photo albums
      4m 15s
    5. Creating custom bullets
      3m 16s
    6. Using shapes to mask images and videos
      2m 27s
    7. Copying formats
      3m 28s
    8. Arranging graphics
      4m 39s
    9. Importing outlines from Word
      1m 48s
    10. Embedding fonts in the file
      1m 42s
  3. 5m 8s
    1. Opening recent files
      2m 51s
    2. Changing the AutoRecover settings
      1m 8s
    3. Changing the default saving location
      1m 9s
  4. 5m 2s
    1. Tailoring the status bar
      1m 31s
    2. Using gridlines and guides
      3m 31s
  5. 8m 28s
    1. Selecting Ribbon commands using KeyTips
      3m 15s
    2. Using keyboard commands and function keys
      3m 35s
    3. Navigating with the keyboard
      1m 38s
  6. 14m 44s
    1. Using paste options
      3m 15s
    2. Using AutoCorrect to create abbreviations
      2m 2s
    3. Adding headers, footers, and today's date
      4m 1s
    4. Creating custom themes
      5m 26s
  7. 11m 49s
    1. Selecting objects vs. text
      2m 7s
    2. Adjusting paragraph spacing
      2m 8s
    3. Inserting and removing hyperlinks
      4m 19s
    4. Using the Font dialog box
      2m 14s
    5. Clearing formatting
      1m 1s
  8. 17m 29s
    1. Working with screenshots
      1m 52s
    2. Using SmartArt with picture placeholders
      3m 1s
    3. Creating transparent spot colors
      1m 26s
    4. Deconstructing and editing clip art
      3m 11s
    5. Disabling hardware graphics acceleration
      1m 15s
    6. Compressing images
      6m 44s
  9. 41m 35s
    1. Creating 3D shapes
      2m 38s
    2. Working with picture effects
      3m 44s
    3. Perfecting gradients
      4m 17s
    4. Adding action buttons
      4m 49s
    5. Animating bulleted lists
      4m 53s
    6. Designing motion paths
      7m 53s
    7. Creating cumulative animations
      8m 51s
    8. Coordinating transitions
      2m 38s
    9. Modifying object visibility
      1m 52s
  10. 4m 5s
    1. Reusing slides from other presentations
      2m 22s
    2. Exporting content to Word
      1m 43s
  11. 17m 21s
    1. Saving ink and paper when printing
      5m 16s
    2. Stripping out proprietary metadata
      1m 18s
    3. Creating custom slideshows
      2m 29s
    4. Exporting to PDF and JPEG
      3m 52s
    5. Saving as a template
      4m 26s
  12. 39s
    1. Goodbye
      39s

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