From the course: Word: Templates in Depth (Microsoft 365)

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Convert an existing document to a template

Convert an existing document to a template

From the course: Word: Templates in Depth (Microsoft 365)

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Convert an existing document to a template

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- [Instructor] This is a report that has to be completed every quarter for every single project that we're working on at Kineteco. This version is available in the exercise files as Buckley Solar Farm Report. It's a report that's partially filled out. And up to this point, how we typically use this document to create the new report is we open it up, we save a copy, and we start over-typing the information that's there. This is a great time to templatize this instead. It will pay us back in efficiency and clarity every single time I or a member of my team uses it. The first task when we are going to create a template from an existing document is to identify every single item that will be replaced with other text in the future each time it is used. For example, at the top, Buckley Solar Farm A-4 2012 Installation, okay, that's really the project title. So I'm going to replace that with project title. Notice that by selecting…

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