Microsoft Office Tutorials and References
In Depth Information
Thinking Through Your Template Design
Saving Your Template
Once your template has been created, save it by performing the following steps:
1. Click File and then choose Save As.
In the Save As dialog box, select the Templates folder by scrolling up to the top
folder, which is located in the top-left of the dialog box.
In the File Name box, type a name for the new template.
In the Save As Type text box, ensure that Word Template (*.dotx) is shown or, if you
intend to include macros in your template, click Word Macro-Enabled Template
In Windows 7 or Windows Vista, you can also take the following actions:
❍ Edit information in the Authors and Tags fields, if desired, by clicking the
placeholder text and replacing it. If you are using Windows Vista you can also enter
information in the Properties field.
❍ Select the Save Thumbnail check box if you want to save a thumbnail image (a
small image of the first page of a document and its contents) of your new
template. Saving a thumbnail is a good idea because the image will appear in the
New dialog box as well as in the Preview pane on the New tab; this will help
you quickly find the correct template.
6. Click the Save button.
By default, a template saved in the Templates folder appears on the Personal Templates tab
in the New dialog box or on a custom tab if the template is placed in a subfolder.
Adding and Removing Word Templates and Tabs
in the New Dialog Box
You can control which templates and tabs appear in the New dialog box. To do so, you
simply add folders and templates to the User Templates or Workgroup Templates
folders. Each folder that you place in either of the template folders creates a tab with the
same name in the New dialog box. The following image shows two folders stored in
the Templates folder—Wide World Importers and Oriel Electronics—that appear as tabs
in the New dialog box.