How to create templates in word

If you frequently create a certain type of document, such as a monthly report, a sales forecast, or a presentation with a company logo, save it as a template so you can use that as your starting point instead of recreating the file from scratch each time you need it. Start with a document that you already created, a document you downloaded, or a new Microsoft template you customized. 

Save a template

  1. To save a file as a template, click File > Save As.

  2. Double-click Computer or, in Office 2016 programs, double-click This PC.

    The Save As window, showing the list of places where you can save a document

  3. Type a name for your template in the File name box.

  4. For a basic template, click the template item in the Save as type list. In Word for example, click Word Template.

    Save document as a template

    If your document contains macros, click Word Macro-Enabled Template.

    Office automatically goes to the Custom Office Templates folder.

  5. Click Save.

Tip: To change where your application automatically saves your templates, click File > Options > Save and type the folder and path you want to use in the Default personal templates location box. Any new templates you save will be stored in that folder, and when you click File > New > Personal, you’ll see the templates in that folder.

Edit your template

To update your template, open the file, make the changes you want, and then save the template.

  1. Click File > Open.

  2. Double-click Computer or This PC.

  3. Browse to the Custom Office Templates folder that’s under My Documents.

  4. Click your template, and click Open.

  5. Make the changes you want, then save and close the template.

Use your template to make a new document

To start a new file based on your template, click File > New > Custom, and click your template.

Link to personal templates

Note: If you’re using Office 2013, this button may say Personal instead of Custom.

Use your templates from earlier versions of Office

If you made templates in an earlier version of Office, you can still use them in Office 2013 and 2016. The first step is to move them into the Custom Office Templates folder so your application can find them. To move your templates quickly, use the Fix it tool.

Word

  1. Open the Word document that you want to save as a template.

  2. On the File menu, click Save as Template.

  3. In the Save As box, type the name that you want to use for the new template.

  4. (Optional) In the Where box, choose a location where the template will be saved.

  5. Next to File Format, click Microsoft Word template (.dotx), or, if your document contains macros, click Microsoft Word Macro-Enabled template (.dotm).

  6. Click Save.

    Unless you select a different location, the template is saved in /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.

    To change where Word automatically saves your templates, on the Word menu, click Preferences, and then under Personal Settings, click File Locations. Under File Locations, select User templates from the list, and then click Modify. Type the new folder and path you want to use, and Word will save any new templates in that folder.

You can customize an existing template to make it even more useful. Add static information to the existing template, and then save the file again (as a template).

  1. On the File menu, click New from Template.

  2. Click a template that is similar to the one you want to create, and then click Create.

    Note: If you can’t find a template, you can search for it based on keywords in the Search All Templates box.

  3. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new documents that you base on the template.

  4. On the File menu, click Save as Template.

  5. In the Save As box, type the name that you want to use for the new template.

  6. (Optional) In the Where box, choose a location where the template will be saved.

  7. Next to File Format, click Microsoft Word template (.dotx), or, if your template contains macros, click Microsoft Word Macro-Enabled template.

  8. Click Save.

    Unless you select a different location, the template is saved in /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.

    To change where Word automatically saves your templates, on the Word menu, click Preferences, and then under Personal Settings, click File Locations. Under File Locations, select User templates from the list, and then click Modify. Type the new folder and path you want to use, and Word will save any new templates in that folder.

To start a new document based on your template, on the File menu, click New from Template, and then select the template you want to use.

  1. In the Finder, open /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.

  2. Drag the templates that you want to delete to the Trash.

PowerPoint

  1. Open a blank presentation, and then on the View tab, click Slide Master.

    The slide master is the largest slide image at the top of the slide thumbnail list. Associated layouts are positioned beneath it.

    PowerPoint for Mac Slide Master

  2. To make changes to the slide master or layouts, on the Slide Master tab, do any of these:

    PowerPoint for Mac Slide Master

    • To add a colorful theme with special fonts, and effects, click Themes, and pick a theme.

    • To change the background, click Background Styles, and pick a background.

    • To add a placeholder for text, picture, chart, and other objects, in the thumbnail pane, click the slide layout that you want to hold the placeholder. From Insert Placeholder, pick the type of placeholder you want to add, and drag to draw the placeholder size.

      PowerPoint for Mac Insert Placeholder

  1. Open the presentation that you want to save as a template.

  2. On the File tab, click Save as Template.

  3. In the Save As box, type the name that you want to use for the new template.

  4. (Optional) In the Where box, choose a location where the template will be saved.

  5. Next to File Format, click PowerPoint Template (.potx), or, if your presentation contains macros, click PowerPoint Macro-Enabled Template (.potm).

  6. Click Save.

    Unless you select a different location, the template is saved in /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.

You can customize an existing template to make it even more useful. Add static information to the existing template, and then save the file again (as a template).

  1. On the File menu, click New from Template.

  2. Click a template that is similar to the one you want to create, and then click Create.

    Note: If you can’t find a template, you can search for it based on keywords in the Search All Templates box.

  3. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new presentations that you base on the template.

  4. On the File menu, click Save as Template.

  5. In the Save As box, type the name that you want to use for the new template.

  6. (Optional) In the Where box, choose a location where the template will be saved.

  7. Next to File Format, click PowerPoint Template (.potx), or, if your template contains macros, click PowerPoint Macro-Enabled Template (.potm).

  8. Click Save.

    Unless you select a different location, the template is saved in /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.

To start a new presentation based on a template, on the File menu, click New from Template, and then select the template you want to use.

  1. In the Finder, open /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.

  2. Drag the templates that you want to delete to the Trash.

Excel

  1. Open the workbook that you want to save as a template.

  2. On the File menu, click Save as Template.

  3. In the Save As box, type the name that you want to use for the new template.

  4. (Optional) In the Where box, choose a location where the template will be saved.

  5. Next to File Format, click Excel Template (.xltx), or, if your workbook contains macros, click Excel Macro-Enabled Template (.xltm).

  6. Click Save.

    Unless you select a different location, the template is saved in /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.

You can customize an existing template to make it even more useful. Add static information to the existing template, and then save the file again (as a template).

  1. On the File menu, click New from Template.

  2. Click a template that is similar to the one you want to create, and then click Create.

    Note: If you can’t find a template, you can search for it based on keywords in the Search All Templates box.

  3. Add, delete, or change any content, graphics, or formatting, and make any other changes that you want to appear in all new workbooks that you base on the template.

  4. On the File menu, click Save as Template.

  5. In the Save As box, type the name that you want to use for the new template.

  6. (Optional) In the Where box, choose a location where the template will be saved.

  7. Next to File Format, click Excel Template (.xltx), or, if your template contains macros, click Excel Macro-Enabled Template (.xltm).

    In the Save As box, Word template is highlighted

  8. Click Save.

    Unless you select a different location, the template is saved in /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.

To start a new workbook based on a template, on the File menu, click New from Template, and then select the template you want to use.

  1. In the Finder, open /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.

  2. Drag the templates that you want to delete to the Trash.

See also

Differences between templates, themes, and Word styles

Word

  1. Open the document.

  2. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new documents that you base on the template.

  3. On the File menu, click Save As.

  4. On the Format pop-up menu, click Word Template (.dotx).

  5. In the Save As box, type the name that you want to use for the new template, and then click Save.

    Unless you select a different location, the template is saved in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

  6. On the File menu, click Close.

    To organize templates, use the Finder to create a new folder in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates, and then save your template in the new folder. 

    Note: If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION.

You can customize an existing template to make it even more useful. Add static information to the existing template, and then save the file again (as a template).

  1. On the Standard toolbar, click New from template   New From Template button.

  2. In the left navigation pane, under TEMPLATES, click All.

    Note: If you can’t find a template, you can search for it based on keywords in the Search box.

  3. Click a template that is similar to the one that you want to create, and then click Choose.

  4. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new documents that you base on the template.

  5. On the File menu, click Save As.

  6. On the Format pop-up menu, click Word Template (.dotx).

  7. In the Save As box, type the name that you want to use for the new template, and then click Save.

    Unless you select a different location, the template is saved in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

    To organize templates, use the Finder to create a new folder in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates, and then save your template in the new folder. 

    Note: If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION.

  1. On the Standard toolbar, click New from template   New From Template button.

  2. In the left navigation pane, under TEMPLATES, click My Templates.

    Note: If you created folders to organize your templates, the folders are displayed under My Templates. You need to click the folder to see the templates.

  3. Click the template that you created, and then click Choose.

  1. In the Finder, open /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

    Note: If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

  2. Drag the templates that you want to delete to the Trash.

PowerPoint

  1. Open the presentation that you want to create the new template from.

  2. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new presentations that you base on the template.

  3. On the File menu, click Save As.

  4. On the Format pop-up menu, click PowerPoint Template (.potx).

  5. In the Save As box, type the name that you want to use for the new template, and then click Save.

    Unless you select a different location, the template is saved in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

    To organize templates, use the Finder to create a new folder in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates, and then save your template in the new folder. 

    Note: If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION.

You can customize an existing template to make it even more useful. Add static information to the existing template, and then save the file again (as a template).

  1. On the Standard toolbar, click New from template   New From Template button.

  2. In the left navigation pane, under TEMPLATES, click All.

    Note: If you can’t find a template, you can search for a template based on keywords in the Search box.

  3. Click a template that is similar to the one that you want to create, and then click Choose.

  4. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new documents that you base on the template.

    If you want to make one change to replicate it in several slide layouts, rather than changing each layout or slide individually, you can edit slide masters.

  5. On the File menu, click Save As.

  6. On the Format pop-up menu, click PowerPoint Template (.potx).

  7. In the Save As box, type the name that you want to use for the new template, and then click Save.

    Unless you select a different location, the template is saved in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

    To organize templates, use the Finder to create a new folder in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates, and then save your template in the new folder. 

    Note: If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION.

  1. On the Standard toolbar, click New from template   New From Template button.

  2. In the left navigation pane, under TEMPLATES, click My Templates.

    Note: If you created folders to organize your templates, the folders are displayed under My Templates. You need to click the folder to see the templates.

  3. In the right navigation pane, you can select the colors, font, and slide size for the template.

  4. Click the template that you created, and then click Choose.

  1. In the Finder, open /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

    Note: If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

  2. Drag the templates that you want to delete to the Trash.

Excel

  1. Open the workbook that you want to create the new template from.

  2. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new documents that you base on the template.

  3. On the File menu, click Save As.

  4. On the Format pop-up menu, click Excel Template (.xltx).

  5. In the Save As box, type the name that you want to use for the new template, and then click Save.

    Unless you select a different location, the template is saved in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

    To organize templates, use the Finder to create a new folder in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates, and then save your template in the new folder. 

    Note: If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION.

You can customize an existing template to make it even more useful. Add static information to the existing template, and then save the file again (as a template).

  1. On the Standard toolbar, click New from template   New From Template button.

  2. In the left navigation pane, under TEMPLATES, click All.

    Note: If you can’t find a template, you can search for a template based on keywords in the Search box.

  3. Click a template that is similar to the one that you want to create, and then click Choose.

  4. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new documents that you base on the template.

  5. On the File menu, click Save As.

  6. On the Format pop-up menu, click Excel Template (.xltx).

  7. In the Save As box, type the name that you want to use for the new template, and then click Save.

    Unless you select a different location, the template is saved in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

    To organize templates, use the Finder to create a new folder in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates, and then save your template in the new folder. 

    Note: If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION.

  1. On the Standard toolbar, click New from template   New From Template button.

  2. In the left navigation pane, under TEMPLATES, click My Templates.

    Note: If you created folders to organize your templates, the folders are displayed under My Templates. You need to click the folder to see the templates.

  3. Click the template that you created, and then click Choose.

  1. In the Finder, open /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

    Note: If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

  2. Drag the templates that you want to delete to the Trash.

See also

Modify a slide master

Customize how Excel starts in Excel for Mac

Differences between templates, themes, and Word styles

If you think of your current document as a template, you can save it with a different name to create a new document that’s based on the current one. Whenever you want to create a document like that, you’ll open your document in Word for the web, go to File > Save As, and create a document that’s a copy of the one you started with.

Save a copy to OneDrive

On the other hand, if you’re thinking of the kind of templates you see by going to File > New, then no: you can’t create those in Word for the web.

Instead, do this:

If you have the Word desktop application, use the Open in Word command in Word for the web to open the document in Word on your desktop.

Image of the Open in Desktop App command

From there, create a template. When you go to File > New in the Word desktop application, you’ll be able to use your template for new documents. And if you store the documents online, you can edit them in Word for the web.

See Also

Microsoft Templates and Themes

Download free, pre-built templates

Free background templates for PowerPoint

Edit templates

Источник

Содержание

    • Что такое шаблоны в Ворде
    • Создание собственного шаблона
    • Создание шаблона на основе существующего документа или стандартного шаблона
    • Добавление стандартных блоков к шаблону
  • Добавление элементов управления содержимым к шаблону
    • Добавление элементов управления содержанием
    • Добавление пояснительного текста к шаблону
  • Вопросы и ответы

kak-sozdat-shablon-v-word

Если вы часто работаете в MS Word, сохранение документа в качестве шаблона наверняка вас заинтересует. Так, наличие шаблонного файла, с установленным вами форматированием, полями и прочими параметрами, может во многом упростить и ускорить рабочий процесс.

Шаблон, создаваемый в ворде, сохраняется в форматах DOT, DOTX или DOTM. Последний разрешает работу с макросами.

Урок: Создание макросов в MS Word

Что такое шаблоны в Ворде

Шаблон — это особый тип документа, при его открытии и последующем изменении создается копия файла. Исходный (шаблонный) документ при этом остается неизменным, как и его местоположение на диске.

primer-shablona-v-word

В качестве примера того, каким может быть шаблон документа и зачем вообще он нужен, можно привести бизнес-план. Документы этого типа довольно часто создаются в Word, следовательно, используют их тоже довольно часто.

Так, вместо того, чтобы каждый раз заново создавать структуру документа, выбирать подходящие шрифты, стили оформления, устанавливать размеры полей, можно просто использовать шаблон со стандартным макетом. Согласитесь, такой подход к работе куда более рационален.

Урок: Как добавить новый шрифт в Ворд

primer-shablona-2-v-word

Документ, сохраненный в качестве шаблона, можно открыть и заполнить необходимыми данными, текстом. При этом, сохраняя его в стандартных для Word форматах DOC и DOCX, исходный документ (созданный шаблон), будет оставаться неизменным, как уже было сказано выше.

Большинство шаблонов, которые могут вам понадобиться для работы с документами в Ворде, можно найти на официальном сайте (office.com). Кроме того, в программе можно создавать собственные шаблоны, а также изменять уже существующие.

primer-shablona-3-v-word

Примечание: Часть шаблонов уже встроена в программу, но часть из них, хоть и отображается в списке, на самом деле находится на сайте Office.com. После того, как вы нажмете на такой шаблон, он будет мгновенно скачан с сайта и доступен для работы.

Создание собственного шаблона

Проще всего будет начать создание шаблона с пустого документа, для открытия которого достаточно просто запустить Word.

Lumpics.ru

Урок: Как в Ворде сделать титульный лист

Если вы используете одну из последних версий MS Word, при открытии программы вас будет встречать стартовая страница, на которой уже можно будет выбрать один из доступных шаблонов. Особенно радует то, что все они удобно рассортированы по тематическим категориям.

otkryit-dokument-v-word

И все же, если вы сами хотите создать шаблон, выберите “Новый документ”. Будет открыт стандартный документ с установленными в нем параметрами по умолчанию. Эти параметры могут быть, как программными (заданными разработчиками), так и созданными вами (если ранее вы сохраняли те или иные значения в качестве используемых по умолчанию).

novyiy-dokument-v-word

Используя наши уроки, внесите необходимые изменения в документ, который в дальнейшем будет использоваться в качестве шаблона.

Уроки по работе с Word:
Как сделать форматирование
Как изменить поля
Как изменить интервалы
Как изменить шрифт
Как сделать заголовок
Как сделать автоматическое содержание
Как сделать сноски

primer-shablona-v-word

Помимо выполнения вышеперечисленных действий в качестве параметров по умолчанию для документа, который будет использоваться как шаблон, можно также добавить подложку, водяные знаки или любые графические объекты. Все, что вы измените, добавите и сохраните в дальнейшем будет присутствовать в каждом документе, созданном на основе вашего шаблона.

Уроки по работе с Ворд:
Вставка рисунка
Добавление подложки
Изменение фона в документе
Создание блок-схем
Вставка знаков и специальных символов

После того, как вы внесете необходимые изменения, зададите параметры по умолчанию в будущий шаблон, его необходимо сохранить.

1. Нажмите кнопку “Файл” (или “MS Office”, если используете старую версию Word).

primer-shablona-2-v-word

2. Выберите пункт “Сохранить как”.

fayl-sohranit-v-word

3. В выпадающем меню “Тип файла” выберите подходящий тип шаблона:

    • Шаблон Word (*.dotx): обычный шаблон, совместимый со всеми версиями Ворда старше 2003 года;
    • Шаблон Word с поддержкой макросов (*.dotm): как понятно из названия, данный тип шаблонов поддерживает работу с макросами;
    • Шаблон Word 97 — 2003 (*.dot): совместим со старыми версиями Ворд 1997 — 2003.

vyibor-formata-shablona-v-word

4. Задайте имя файла, укажите путь для его сохранения и нажмите “Сохранить”.

mesto-dlya-sohraneniya-v-word

5. Созданный и настроенный вами файл будет сохранен в качестве шаблона в заданном вами формате. Теперь его можно закрыть.

shablon-v-formate-dotx-v-word

Создание шаблона на основе существующего документа или стандартного шаблона

1. Откройте пустой документ MS Word, перейдите во вкладку “Файл” и выберите пункт “Создать”.

Примечание: В последних версиях Ворда при открытии пустого документа пользователю сразу предлагается перечень шаблонных макетов, на основе которых можно создать будущий документ. Если вы хотите получить доступ ко всем шаблонам, при открытии выберите “Новый документ”, а затем уже выполните действия, описанные в пункте 1.

2. Выберите подходящий шаблон в разделе “Доступные шаблоны”.

sozdat-nvoyiy-dokument-v-word

Примечание: В последних версиях Word ничего выбирать не нужно, список доступных шаблонов появляется сразу после нажатия на кнопку “Создать”, непосредственно над шаблонами находится перечень доступных категорий.

3. Внесите в документ необходимые изменения, воспользовавшись нашими советами и инструкциями, представленными в предыдущем разделе статьи (Создание собственного шаблона).

shablonnyiy-dokument-v-word

Примечание: Для разных шаблонов стили оформления текста, которые доступны по умолчанию и представлены во вкладке “Главная” в группе “Стили”, могут быть разными и заметно отличаться от тех, что вы привыкли видеть в стандартном документе.

stili-v-shablone-v-word

    Совет: Воспользуйтесь доступными стилями для того, чтобы сделать свой будущий шаблон действительно уникальным, не похожим на остальные документы. Конечно, делайте это лишь в том случае, если вас не ограничивают требования к оформлению документа.

izmeneniya-v-shablone-v-word

4. После того, как вы внесете необходимые изменения в документ, выполните все те настройки, которые посчитаете нужными, сохраните файл. Для этого нажмите на вкладку “Файл” и выберите “Сохранить как”.

fayl-sohranit-v-word

5. В разделе “Тип файла” выберите подходящий тип шаблона.

sohranit-kak-v-word

6. Задайте имя для шаблона, укажите через “Проводник” (“Обзор”) путь для его сохранения, нажмите кнопку “Сохранить”.

sohranenie-dokumenta-v-word

7. Шаблон, созданный вами на основе существующего, будет сохранен вместе со всеми внесенными вами изменениями. Теперь этот файл можно закрыть.

shablon-v-formate-dotx-sohranen-v-word

Добавление стандартных блоков к шаблону

Стандартными блоками называют многократно используемые элементы, содержащиеся в документе, а также те компоненты документа, которые хранятся в коллекции и доступны для использования в любое время. Хранить стандартные блоки и распространять их можно с помощью шаблонов.

Так, используя стандартные блоки, вы можете создать шаблон отчета, в котором будут содержаться сопроводительные письма двух и более типов. При этом, создавая новый отчет на основе данного шаблона, другие пользователи смогут выбрать любой из доступных типов.

1. Создайте, сохраните и закройте шаблон, созданный вами с учетом всех требований. Именно в этот файл будут добавляться стандартные блоки, которые в дальнейшем будут доступны другим пользователям созданного вами шаблона.

2. Откройте шаблонный документ, к которому необходимо добавить стандартные блоки.

3. Создайте необходимые стандартные блоки, которые в дальнейшем будут доступны для других пользователей.

Примечание: При введении сведений в диалоговое окно “Создание нового стандартного блока” введите в строке “Сохранить в” имя шаблона, к которому их необходимо добавить (это тот файл, который вы создали, сохранили и закрыли согласно первому пункту данного раздела статьи).

Теперь созданный вами шаблон, содержащий стандартные блоки, может быть предоставлен другим пользователям. Сами же блоки, сохраненные вместе с ним, будут доступны в заданных коллекциях.

Добавление элементов управления содержимым к шаблону

В некоторых ситуациях требуется придать шаблону вместе со всем его содержимым некоторую гибкость. Например, шаблон может содержать раскрывающийся список, созданный автором. По тем или иным причинам этот список может не устроить другого пользователя, которому доведется с ним работать.

Если в таком шаблоне будут присутствовать элементы управления содержимым, второй пользователь сможет подкорректировать список под себя, оставив его неизменным в самом шаблоне. Чтобы добавить в шаблон элементы управления содержимым, необходимо включить вкладку “Разработчик” в MS Word.

1. Откройте меню “Файл” (или “MS Office” в более ранних версиях программы).

fayl-v-word

2. Откройте раздел “Параметры” и выберите там пункт “Настройка ленты”.

parametryi-nastroyka-lentyi-v-word

3. В разделе “Основные вкладки” установите галочку напротив пункта “Разработчик”. Для закрытия окна нажмите “ОК”.

parametryi-vklyuchit-rezhim-razrabotchika-v-word

4. Вкладка “Разработчик” появится на панели управления Ворд.

vkladka-razrabotchik-v-word

Добавление элементов управления содержанием

1. Во вкладке “Разработчик” нажмите на кнопку “Режим конструктора”, расположенную в группе “Элементы управления”.

elementyi-upravleniya-v-word

Вставьте в документ необходимые элементы управления, выбрав их из представленных в одноименной группе:

  • Форматированный текст;
  • Обычный текст;
  • Рисунок;
  • Коллекция стандартных блоков;
  • Поле со списком;
  • Раскрывающийся список;
  • Выбор даты;
  • Флажок;
  • Повторяющийся раздел.

Добавление пояснительного текста к шаблону

Сделать шаблон более удобным в использовании можно с помощью пояснительного текста, добавленного в документ. Если это необходимо, стандартный пояснительный текст всегда можно изменить в элементе управления содержимым. Для настройки пояснительного текста по умолчанию для пользователей, которые будут использовать шаблон, необходимо выполнить следующие действия.

1. Включите “Режим конструктора” (вкладка “Разработчик”, группа “Элементы управления”).

rezhim-konstruktora-v-word

2. Кликните по тому элементу управления содержимым, в котором необходимо добавить или изменить пояснительный текст.

dobavlenie-poyasnitelnogo-teksta-v-word

Примечание: Пояснительный текст по умолчанию находится в небольших блоках. Если “Режим конструктора” отключен, эти блоки не отображаются.

3. Измените, отформатируйте замещающий текст.

4. Отключите “Режим конструктора” повторным нажатием на эту кнопку на панели управления.

5. Пояснительный текст будет сохранен для текущего шаблона.

otklyuchenie-rezhima-razrabotchika-v-word

На этом мы закончим, из этой статьи вы узнали о том, что представляют собой шаблоны в Microsoft Word, как их создавать и изменять, а также обо всем том, что с ними можно делать. Это действительно полезная функция программы, во многом упрощающая работу с ней, особенно, если над документами работает не один, а сразу несколько пользователей, не говоря уже о крупных компаниях.

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Creating a template in Microsoft Word can be useful and time-saving when you plan on using the same style of document repeatedly on a consistent basis. Templates can be based on existing documents you have already created, or can be downloaded from Word and other third-party websites.

  1. Image titled Make a Word Template Step 1

    1

    Open the Word document you want made into a template.

  2. Image titled Make a Word Template Step 2

    2

    Click on “File” in the top menu bar and select “Save As.”

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  3. Image titled Make a Word Template Step 3

    3

    Click on “Computer.”

  4. Image titled Make a Word Template Step 4

    4

    Type a name for your template next to “File name.”

  5. Image titled Make a Word Template Step 5

    5

    Select “Word Template” from the dropdown menu labeled “Save as type.”

    • Alternately, you may select “Word 97-2003 Template” if you plan on using the template in an earlier version of Word, or “Word Macro-Enabled Template” if your word document contains macros.

  6. Image titled Make a Word Template Step 6

    6

    Click on “Save.” Your template will now be saved in the folder: “My Documents” on your computer under “Custom Office Templates.”[1]

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  1. Image titled Make a Word Template Step 7

    1

    Open the Microsoft Word application.

  2. Image titled Make a Word Template Step 8

    2

    Click on “File” in the menu bar and select “New.” A list of available templates will display on-screen.

  3. Image titled Make a Word Template Step 9

    3

    Click in the search field to the right of “Office.com Templates.”

  4. Image titled Make a Word Template Step 10

    4

    Type a keyword or keyword phrase that describes the style of template you want to use. For example, if you want to create a template in brochure style, type “brochure.”

  5. Image titled Make a Word Template Step 11

    5

    Click on the arrow to the right of the search field to execute your search. A list of templates that match your description will display on-screen.

  6. Image titled Make a Word Template Step 12

    6

    Browse through templates and click on any template to see a preview in the right window pane.

  7. Image titled Make a Word Template Step 13

    7

    Click on “Download” below the preview pane to download that particular template. The template will be saved in your computer’s “My Documents” folder under “Custom Office Templates.”[2]

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  • Customize your templates as much as possible to simplify your experience when working with and adding content to documents. Add the font styles, background colors, text colors, font sizes, and themes you want to use consistently when creating templates.

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  • When downloading Word templates from a third-party website, make sure that the website is reputable and that the file you are downloading is in the correct format. Some third-party websites may try to trick you into downloading viruses and malware in place of Word templates.

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Create, Save, Edit and Use Templates in Microsoft Word

by Avantix Learning Team | Updated February 14, 2021

Applies to: Microsoft® Word®  2013, 2016, 2019 or 365 (Windows)

You can create, save, use and edit templates in Microsoft Word for frequently-used documents such as letters, reports, proposals and manuals. Templates include basic character, paragraph and page formatting and may include text, custom styles, tables, images, macros, sections, headers and footers. If you save a document as a custom template, you can create a new document based on that template.

Recommended article: How to Check Word Count in Microsoft Word (4 Ways)

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A document can be saved as a Word Template (dotx file) or a Word Macro-Enabled Template (dotm file).

In this article, we’ll take a look at 3 types of templates in Microsoft Word:

  1. Normal template (the default global template)
  2. Custom user templates
  3. Microsoft ready-made templates

Understanding the Normal template

Unless you select a different template, Word bases new documents on the Normal template by default. The Normal template is named Normal.dotm and its default style is the Normal style. It also includes built-in heading styles such as Heading 1, Heading 2 and so on.

Specifying a location for custom user templates

In Word 2013 and later versions, if you want to create your own custom user templates, you will need to specify a location for the templates so you can easily access them.

Custom user templates are typically stored in the following location (in 2013 and later versions):

C:Users[UserName]DocumentsCustom Office Templates

You will need to specify a path to the Custom Office Templates folder (which should be created automatically when you install Microsoft Office) in your Documents folder as the default storage location. If you want, you can select a different folder but this folder is easy to find and use.

To specify the default storage location for your custom user templates in Word 2013 and later versions:

  1. Create a folder in your Documents folder called Custom Office Templates if it does not already exist (assuming you are going to use this folder as the default personal templates location).
  2. In Word, click the File tab in the Ribbon.
  3. Click Options.
  4. In the left panel, click Save.
  5. Enter a path for the Default Personal Templates location (see the Options dialog box below).
  6. Click OK.

For example,

C:UsersNancyDocumentsCustom Office Templates

Note the path for the Default Personal Templates in the Options dialog box:

Options dialog box in Microsoft Word for setting template location.

Some users may prefer to set the default personal templates location as the Templates or User Templates folder in the Appdata folder.

Creating a custom user template in Word

You can create your own custom user template by creating a document and then saving it as a template. If you have created a document based on an existing template, you can modify it and save it as a new template.

To save an existing document as a custom user template in the Custom Office Templates folder:

  1. In Word, click the File tab in the Ribbon.
  2. Select Save As.
  3. Enter a name for the template.
  4. Double-click This PC or Computer and then navigate to the Custom Office Templates folder (or the folder you specified as the default personal templates location).
  5. Select Word Template in the Save as type list. You can select Word Macro-Enabled Template if you have created macros in the file.
  6. Click Save.

Creating a new document based on a custom user template

If you have saved a template in the Custom Office Templates folder, you can easily create a new document based on that template.

To create a new document based on a custom user template you have created and saved in the Custom Office Templates folder:

  1. In Word, click the File tab in the Ribbon and then click New.
  2. In Word 2013 and later versions, click Personal. You must have set the file path in the Options dialog box first.
  3. If necessary double-click the Custom Office Templates folder.
  4. Double-click the desired template. Word creates a new document based on the template that you can modify.

Understanding the relationship between a Word document and its template

Every Microsoft Word document is based on a template. If you create a new, blank document, Word uses the Normal template.

When a Word document is created, it includes three elements from its template:

  1. Styles such as Normal, Heading 1, Heading 2 and so on
  2. Content such as text, tables and images
  3. Page settings such as margins, page breaks, section breaks, headers and footers

Once a document is created, it is no longer connected to its template so the styles, content and page settings can be modified or deleted.

A template also makes the following available in the document:

  1. Building Blocks such as QuickParts
  2. User interface customizations (including Ribbon customizations)
  3. Keyboard shortcuts
  4. Macros (if created) and the template was saved as a Macro-Enabled Template

Editing a custom user template

To edit a custom user template:

  1. In Word, click the File tab in the Ribbon and then click Open.
  2. Double-click This PC or Computer and navigate to the Custom Office Templates folder.
  3. Double-click the template you want to edit.
  4. Make changes to the template.
  5. Close and save the template.

Creating a document based on a Microsoft ready-made template

You can create new documents based on hundreds of Microsoft ready-made templates. These templates are normally accessed online so you must be connected to the internet to use them. There are templates for all kinds of documents including letters, brochures, flyers, reports and proposals. Templates may differ depending on your version of Microsoft Word.

To create a new document based on one of Microsoft’s ready-made templates:

  1. In Word, click the File tab in the Ribbon and click New.
  2. In the Office area, click the suggested searches or enter search criteria in the Search box and press Enter.
  3. Scroll through the templates.
  4. Double-click the template you want to use. Word creates a new document based on the template that you can modify.

In the following example, we selected New and then Business in the suggested searches (using Word 365):

Microsoft Word templates in the business category.

Templates can be a huge timesaver, particularly if you are working on long documents like reports and proposals.

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How to Create a Template in Word

A template is like a mold for Word documents; it contains formatting options and document properties that you can use again and again when creating new documents. If you find yourself applying and creating the same properties, features, or content each time you create a new document, you can save yourself some time by creating a template.

Use a Document Template

  1. Click the File tab.

    Use a Document Template

  2. Click New.

    3. A few Featured templates will be displayed on the New screen.

  3. Search or browse for a template.

    Use a Document Template

    4. You can search for additional templates using the search field or click one of the suggested searches to begin browsing templates.

    If you’ve created or installed any custom templates, a Personal heading will appear next to Featured. Clicking the Personal heading will display any custom templates you’ve created or added.

    Once you start searching for templates, a list of categories will appear on the right. You can select categories from this list to narrow down the templates that appear.

  4. Select a template.

    Use a Document Template

    5. A pop-up window opens, with more information about the selected template. A description, thumbnail, and the name of the publisher are displayed.

    A download size will also be shown for online templates.

  5. Click Create.

    Use a Document Template

The template is downloaded, and a new document is created based on it.

Some templates may have additional options that you need to set, such as the month and year of a calendar. In this case, a dialog box will appear prompting you to fill in the details.

Create a Document Template

If a built-in template doesn’t work for you and you find yourself applying and customizing the same properties, features, or content each time you create a new document, you can save yourself some time by creating your own template.

  1. Open or create the document that you want to use as the template, then click the File tab.

    Create a Document Template

    2. Remember, everything that appears in the document will appear in the template.

    If you have added macros, building blocks, or styles, they will also be included in the template.

  2. Click Save As.
  3. Select a location.

    Create a Document Template

    4. You can save a template to your computer, to your personal OneDrive, or to a shared SharePoint site or OneDrive location.

  4. Name the file and click the Save As Type list arrow.

    Create a Document Template

  5. Select Word Template from the list.

    Create a Document Template

    6. If you’re saving it locally to your computer, Word automatically changes the location to the Templates folder. Saving to the Templates folder will make it easy to find the template in the New Document menu, but you can select a different location if you would prefer.

  6. Click Save.

    Create a Document Template

The template is saved with the .dotx file extension. Each time someone uses the template for a new document, a copy is created to ensure the template is never overwritten.

Edit a Custom Template

Once you’ve created a custom template, using it is just as easy as using a built-in template. If you want to make changes to a template you’ve made, you’ll need to open the template itself.

  1. Click the File tab.

    Edit a Custom Template

  2. Click Open.
  3. Click Browse.

    Edit a Custom Template

  4. Navigate to Documents / Custom Office Templates.

    5. This is the default location for any custom templates you’ve created or added.

  5. Select a template.
  6. Click Open.

    Edit a Custom Template

Opening a template this way allows you to change the template itself. Any changes you make now will be reflected every time you use the template in the future.


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