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Templates are pre-designed documents that you or someone else (like Microsoft) generates to use as a pattern for a job. The template could be for a business card, brochure, resume, presentation. . .the list continues. Regardless of the purpose, templates offer the design consistency that any company (or person ) needs to appear professional. (You can also find templates for Excel, PowerPoint, and other programs, but in this guide we’re focusing on Microsoft Word.)
The template contains a specific layout, style, layout and, occasionally, text and fields that are common to every use of the template. Some templates are so complete (such as business cards), you merely need to alter somebody’s name, contact number, and email address. Others, such as company reports or brochures, could require that everything is altered except the layout and design.
Once you create a template, you may use it over and over. Remember that while you start a template to initiate a job, you save the project as another file type, such as the basic .docx Word structure, such as editing, sharing, printing, and more. The template file stays the same, unless or until you want to alter it (more on this later).
Custom templates can be as straightforward or complex as needed. For instance, you might create a template for your company’s newsletter, posters for a conference, or even invitations for corporate events. You could even produce interactive templates to load the Intranet, so others can fill in the blanks to publish their own envelopes and letterhead, as an example.
First, produce a document–layout and format , add images and photos. When it’s interactive, pick Controls from the Developer tab and create custom input fields for user interaction.
Some templates use interactive controls for user input. By way of example, imagine that once a month, the branch managers, assistant managers, and loan originators of a large banking institution have a meeting at one of the 12 branches. It’s your assistant’s job to email the date, time, place, speakers, topics, and the agenda to every attendee. Rather than have that individual retype the information at a regular template, you can create a template where choices can be chosen from a list.
Templates let you configure all the relevant settings you want pre-applied to files –webpage design, styles, formatting, tabs, boilerplate text, etc. You may then easily create a new document based on that template.
After you save a document as a template, then you may then use that template to create new documents. Those new files contain all the text (and images( and other content) that the template contains. They also have the same page layout settings, sections, and styles as the template. Templates can save you a great deal of time when you’re creating numerous documents which need to get a consistent layout, format, and a few boilerplate text.
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