Microsoft Office Tutorials and References
In Depth Information
Creating Custom Templates
Creating Custom Templates
When you’re familiar with how templates work and how to use existing templates, you’re
ready to start creating your own. In Word, you can create templates in three ways. You can
base a new template on an existing document, an existing template, or create a template
from scratch. The method that you use depends on the resources you have on hand, for
example:
Create a template based on an existing document. You have a document that
contains most or all of the settings you want to use in your new template. When you
base a template on an existing document, you create a template that contains the
same document Theme as well as all of the styles, macros, and other settings in
the document. Most likely, you’ll want to modify the document’s settings slightly
to fine-tune your template.
Create a template based on an existing template. You have a template that
contains many of the settings you want to use in your new template, but you want to
add or change a few settings without affecting the existing template. The main
procedural difference is that you open a template file (.dot, .dotx, or .dotm) instead of a
document file (.doc or .docx).
Create a template from scratch. You have no model to use as a starting point for
your template or just want to start from the ground up. Building a template from
scratch is similar to creating a document from scratch.
When you create custom templates, save them in the Templates folder. Doing so makes
them easily accessible via the New tab. Otherwise, you need to either locate the template in
Windows Explorer and double-click the template to create a new document based on the
template, or locate the template on the New tab by using the New From Existing command
and navigate to the location of your template.
Note
When you save a file as a Word template file, you will notice a small change in the file
icon—for *.dotx templates, a small gold edge appears along the top of the document
icon. For *.dotm files, the gold edge, along with an exclamation point appears. These
small visual cues help you to determine whether you’ve saved the template as a regular
template or a macro-enabled template, which will make a difference in the processing
of the file.
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