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Templates advice you assignment added productively andconfidentially. Unfortunately, they’re a bit of a abstruseness to best users. If you’reworking on your own and you acquisition yourself authoritative the aforementioned changes to everydocument, apprentice how to create, alter, and administer templates. If you’re supportingusers, accomplish abiding they apperceive how to use templates appropriately so they’regetting the best of Word’s arrangement feature.
Over the years, I’ve noticed users authoritative the aforementioned mistakeswith Word templates. Here are the three best common.
1. Creating a arrangement
There’s alone one appropriate way to actualize a Word template, butmost users don’t use it – they don’t alike apperceive how to do it! Instead, they doone or a aggregate of the afterward back they charge a new template:
Customize Word’s Normal arrangement
If you accept appropriate arrangement needs, actualize a new one fromscratch. Altering Normal seems controllable enough, and if you add alone a fewcustomizations, you’ll apparently be fine, at atomic until the new upgrade. Atthat point, Word ability alter yourNormal arrangement with a new one. You angle to lose all of your template’scustomizations.
Base a new arrangement on Normal
It’s appetizing to accessible a bare certificate book (doc), customizeit, and again save it as a arrangement book (dotx, dotm, dot). It seems almostintuitive – isn’t that how you’re declared to do it? Unfortunately, this routehas repercussions that you ability not consider. Every customization that you’veapplied to Normal is now in your new template.
Base a new arrangement on an absolute document
If you accept a formatted certificate that meets all of yourcustom needs, you ability be tempted to abolish all the agreeable and save it as a templatefile (dot, dotx, dotm), but don’t. You’re alive backward. Actualize the templatefirst and again administer it to the abstracts as necessary. The acumen is the sameas #1 and #2 – you get added than you bargained for, and it won’t be good.
Base a new arrangement on a bare document
Okay, I’m actuality redundant, but I capital to affect on youthe accent of breeding the arrangement from blemish the way Word intends.Doing so ensures that you’re starting with a bare slate, which is what youwant, alike if you don’t apprehend it.
At this point, you’re apparently allurement – how do I actualize a Word arrangement correctly? It’s best to alpha afresh arrangement from scratch, as follows:
Click the Book menu. Accept New in the larboard pane. In Word 2003, accept New from the Book menu. Bang My Templates in the Accessible Templates section. In Word 2003, bang On My Computer in the New Certificate assignment pane. In the consistent dialog, bang Bare Document. Then, bang Arrangement in the Actualize New breadth – don’t skip this step! Bang OK.
2. Altering a template’s absence appearance properties
When altering the absence font, users generally accomplish the mistakeof alteration the chantry backdrop via the options in the Chantry group, but that doesn’twork. (This is a accepted alarm to abutment and advice desks – I afflicted my template’s default, but it didn’t save it – I apperceive Iclicked Save!)To change a template’s absence chantry properties, you mustchange the template’s absence style, which is Normal. Accessible the arrangement andmake the all-important changes to Normal application the Styles dialog. Remember to savethe arrangement afore closing it!
3. Applying a template
Another accepted absurdity is aperture the absolute arrangement book andthen extenuative it as a doc file. That’s not the appropriate way to administer a template. Theprocess of applying a arrangement to a certificate is agnate to the one discussedearlier for creating a new template:
Click the Book menu. Accept New in the larboard pane. In Word 2003, accept New from the Book menu. There are abounding arrangement folders available. For this example, I clicked My Templates in the Accessible Templates section. In the consistent dialog, baddest a template. In this example, I chose NewsletterTemplate.dot (a Word 2003 template). Then, bang Certificate in the Actualize New section. Bang OK. Give your new certificate a name and alpha abacus content. All of the customizations you added to your arrangement will be accessible to your new certificate (doc) file.
Applying a arrangement to an absolute certificate is a bit morecomplex and there’s no agnosticism why users don’t use it:
With your absolute certificate book (docx, doc) open, bang the Book tab. Bang Options (under Help) in the larboard pane. Bang Add-Ins in the larboard pane. Accept Templates from the Manage dropdown (at the bottom) and bang Go. If the absence is the arrangement you want, skip to #6. Otherwise, bang Attach, baddest the template, and bang Open. Check the Automatically Update Certificate Styles option. Bang OK.
This is one breadth area Word absolutely bombs! There’s no reasonthis action should be so convoluted! (I admiration if it doesn’t point to one ofthose Oh crap! We forgot to… moments deepwithin the Microsoft trenches.) Of course, this authoritative blemish additionally keepsWord developers in business. Fortunately, already you get the adhere of alive withtemplates, you’ll rarely charge to administer a arrangement to an absolute certificate – you’llstart out with the appropriate arrangement from the start.
Users aren’t stupid; I am generally afraid at how quicklyusers apprentice to use Word with little (usually no) training. Unfortunately,creating and applying templates – a action that’s bounden on workingproductively and calmly in Word – charcoal untapped. Word buries thefeature instead of alms the options on the ribbon, area they should be.