Join Gini von Courter for an in-depth discussion in this video Customize and save a template, part of Word 2016: Templates in Depth.
- [Instructor] In the last movie I located…and then opened this particular document…from a template.…It was called Employee Performance Review.…My organization tasked me with…creating a template that could be used…for performance reviews, so the first thing I'll do…is make sure that this is going to fit for us.…That it has a name, a job title,…department, review period, employee ID,…date, manager, and if I wanted to have…other information, I can edit this to fit the needs…of my organization.…We actually would like to have in addition…to the review date, we'll be very clear here,…we also have a need to have what's called…a schedule date that we include,…and I'm simply going to enter the information…for that right here.…
Looks good.…Your logo here.…I'm going to add our logo, that's a great thing.…I'm going to right-click, change the picture,…and by doing this I'm going to get…a picture of the same size.…This is why I like this.…I'm going to go get these from…the Exercise Files, which I have on my Desktop.…You can download them as well…
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- Define a template.
- Identify the default save location for templates.
- List the benefits of formatting your template using styles.
- Identify where default settings and different types of user customizations are maintained.
- Recognize the most effective way to share a template with your team that needs to be modified quarterly.
- Name a common use of field codes in a template.