Join Gini von Courter for an in-depth discussion in this video Saving a style set template, part of Word 2013: Templates in Depth.
- Style Sets like the one that we've tightened up here is actually saved as a template. Now, it used to be that the choice to do that was right down here, Save as a Style Set, but that was in prior versions of Word. Now, we need to go to the DESIGN tab, and under Document Formatting, click the drop-down, and you'll see that this is the design, the Style Set for this document. You can either right-click and choose Save, or you can choose down here, Save as a New Style Set.
I'm going to label this KinetEco Report because this is one of of our report Style Sets. Notice that it's saving it under QuickStyles, and I'll click Save, and now, that's going to be available as a choice under Custom. Here's KinetEco Report, and notice as I change from one Style Set to the next, to the next, I can always go back to the Style Set that I just created and saved.
One more thing I'd like to tell you about Styles, if I go back to the HOME tab and I click on the dialogue box launcher to open the Styles task pane and choose Manage Styles, one of the choices that we have is a Restrict tab that says don't allow folks to switch to a different Style Set, so effectively, I can lock down this Style Set so that my users can't choose any other design. I can also lock down the Theme, so if we're using my KinetEco Theme and my KinetEco Report Style Set, I can lock that in place.
Let's go to the DESIGN tab and see what Theme we're using. Yep, we're using KinetEco. Let's see which of the document Format Styles we're using. KinetEco Report, that's perfect then. Let's go to Manage Styles and say don't allow my user to change Themes. Don't allow my user to switch to a different Style Set not only in this document but in any New documents based on this template and say OK. The effect of this, then, is that my user can use the Styles that are available here, but if they go to the DESIGN tab, they can't switch out of my Theme, so they have to use the KinetEco colors.
They have to use the KinetEco Styles that I created and saved as a Document Format because that's now that's turned off. If I want to undo that change, I can go back to Manage Styles and I can change that here, but if I save this template again, and I'm going to put it back in Chapter 3, and let's call this Locked Down Solar Farm and I'm going to close this. We're going to close this one as well and not save this.
I want to choose Locked Down, and I'm going to right-click and say Open a copy, which, if what I have is a template, it actually opens a document. It doesn't open a copy of the template. It opens up a document for me, and if I go to the DESIGN tab, you'll note that this document, based on that template, as its colors enforced and has its Style Sets enforced because I've restricted those styles in the template before I saved it.
- Opening, customizing, and saving templates
- Converting an existing document to a template
- Best practices for template creation
- Styling your templates
- Restricting editing to certain areas
- Modifying the Normal template
- Sharing templates via email and SharePoint
- Using building blocks
- Using content controls
- Using field codes
- Creating and attaching add-ins