Join Gini von Courter for an in-depth discussion in this video Templates: The basics, part of Word 2016: Templates in Depth.
- [Speaker] It's good to start with a common understanding of what templates are, and how they function. A template is another word for pattern. The term template isn't jargon or a computer definition, it's a broadly used term for pattern. For example, if a wood worker wants to make copies of a particular wood cut, they may begin by creating a template. And if you and I want to paint the same image in multiple places on a wall or a scrapbook, we begin with a stencil, or a template. In office applications like PowerPoint, excel and word, we do exactly the same thing.
In these office applications, a template is a document that creates a new instance, a new copy of itself each time you open it. If you use office, you're already using templates. Because every time you create a new document, whether it's a presentation in powerpoint, and excel spreadsheet, a document in word, or a new email message in outlook, you are in fact beginning with a template. Templates are the place where we store settings. For example, a template could contain text, tables, pictures, other objects such as charts and text boxes.
Advanced templates might include building blocks, and controls and even code for those controls, in visual basic. All of that content is saved when we save the template, but we're also saving our formatting. Font formatting, paragraph formatting, and page formatting. There are two global templates in this version of Microsoft Word, the first is the normal template, also called normal.m. In earlier versions of Word this was called normal dot. Normal dot or normal.m is where defaults for new documents are saved.
There's also a second global template that's full of building blocks. It's initial content is the built in headers, footers, cover pages, text boxes, and so on for Microsoft Word. You and I can create custom building blocks and store them in either the global template for building blocks, or in normal.m. Every single document we create has access to anything stored in either one of these templates, this is a key concept. Everything that is stored, in either normal.m, or building blocks.m, is available to every single document that you create in Microsoft Word.
However, you and I might want to create customizations that are specific to one document. For example, if I created a really complex annual report, and then made some customizations to the ribbon of that report, I wouldn't want to have ribbon available for every new document and because I don't want every document to access them, I wouldn't store them in either of these global templates. Rather, I would store them in a separate document template. I create the annual report, and save it as a template. And each year, when I open up that annual report template, I have everything that I saved with the template including the ribbon.
And, while I'm working with that template, any document template, I'll also have access to anything that is built in to the normal.m template or the building blocks global template. And the same is true whether I'm creating a document template for a report, for a letter head, for a newsletter, for a form for any other type of document. All document templates have access to both global templates. Each time you and I save a template, or for that matter, a building block, we're asked where we want to store it. To answer this question, pay attention to whether the functionality we're saving is something you want to have available, 24/7 375, that would have a save it in the global template.
Or if it's specific to a kind of document we're creating, and should then save it as part of a document template. We will be working with both global templates, and document templates in our time together.
- Customizing and saving templates
- Creating a new template from scratch
- Working with styles
- Sharing templates
- Adding building blocks and field codes