Modify existing templates

- [Instructor] There may be times when you want to share your Word documents with people who are using earlier versions of Word or they don't have Word on their computer. I'm going to demonstrate how to save a document as a template. I'm also going to show you where you can save a file in another format such as an earlier version of Word, open document text, plain text, and a PDF. I have the 0201 exercise file open, so let's create a template. Here's our press release that we have formatted with all of our styles, and we've included a couple of macros in here.

It will be great if we can save this as a template so we can use this press release over and over again. I'll go to my File tab, click on Save As, browse back to the Chapter 2 folder on the desktop, and all I need to do is change the Save As type to a Word template. Now, notice that it has defaulted to the custom Office templates folder. This is where you want to save all your templates so that you can easily access them. Now, on the exam you may be asked to save a template in a documents folder, so always pay close attention to the instructions on the exam, but for this demonstration we're going to put it right into the custom Office templates folder.

I'll go ahead and change the file name to Press Release and click Save. Now let's take a look at how easy it is to access our new template. I'll go to my File tab, click on New, and what we're seeing are the featured templates in Word 2016, but we'll click on the Personal link, and here's the press release that we just created. I'll double-click to open a brand new document based on that template, and I am ready to start editing this document.