Join Gini von Courter for an in-depth discussion in this video Saving a template, part of Word 2013: Templates in Depth.
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- This is the document that I changed in the last movie so that it's more customized with our company name and our logo. What I'd like to do now is save it as a Template and this is very easy. I'm going to go to FILE, Save As, choose a broad location, Computer, OneDrive, where ever you want to put it, it doesn't really matter, because when I click Browse and choose Word Template it automatically switches to the folder where I keep my Custom Office Templates, which in this version of Word is in your My Documents folder in a custom folder.
Notice it changes the extension of the file from .docx to .dotx, the t stands for Template. If you want to add some Tags to this you could, I could enter that this is an Employee Review Form, I could enter my company name, so all that information was there. And this is going to be placed in my Custom Office Templates folder. Now there are other places that we can save Templates, but right now we'll save it here, this is a great place to save it.
So I'm going to click Save and notice that I'm now in a Template. If I now close this and go back to FILE, New, and choose CUSTOM, and open the Custom Office Templates folder, here is my Review form right here. Now notice that I now am working in an instance of this Template, not the Template itself. I'm in Document16, the 16th new document I've created since I opened this session of Word. If I want to edit the Template I need to go back to the Templates folder, but I can actually do this in another way.
I'd like to have my own version of this, that has my name in it, for example. For the people that I'm going to evaluate. And this is actually for my 2015 Annual Evaluations for Operational Year 2014. There we go. Now I can save this as a Template as well. Save as, Browse, change the type to Template, here we go. Now this is a Review form, but this time I'm going to name this Review Form - Gini.
So it's my very own version of this and they'll both exist. Latter on I can move the Review form some place where more people have access to it or I could send this to my colleagues and say, "Hey, "here's a template that you can use, "and it already includes our logo "and it already has our company name." Give them a head start as well. My Review Form for this coming year is all set, all I need to so is Save it. Notice I'm still in the Template, any changes I make I'm making them to the entire Template, so I'm going to close this.
I'm going to choose FILE, New, CUSTOM. You may not have a folder here, if you don't, don't let that bother you. I'm going to click Custom Office Templates, choose Review Form, notice that this is the Review Form that does not have my name on it. FILE, New, CUSTOM, Review Form - Gini, and here's the version with the Review Period and my name as the Manager baked in. This is how we save Templates that are further customized so they give even more of a head start on our document creation process.
- 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