Making a template with word - Word и Excel - помощь в работе с программами

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

To save a file as a template, click File > Save As.
Double-click Computer or, in Office 2016 programs, double-click This PC.
Type a name for your template in the File name box.
For a basic template, click the template item in the Save as type list. In Word for example, click Word Template.

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

Office automatically goes to the Custom Office Templates folder.
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.

Click File > Open.
Double-click Computer or This PC.
Browse to the Custom Office Templates folder that’s under My Documents.
Click your template, and click Open.
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.

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

Open the Word document that you want to save as a template.
On the File menu, click Save as Template.
In the Save As box, type the name that you want to use for the new template.
(Optional) In the Where box, choose a location where the template will be saved.
Next to File Format, click Microsoft Word template (.dotx), or, if your document contains macros, click Microsoft Word Macro-Enabled template (.dotm).
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).

On the File menu, click New from Template.
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.
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.
On the File menu, click Save as Template.
In the Save As box, type the name that you want to use for the new template.
(Optional) In the Where box, choose a location where the template will be saved.
Next to File Format, click Microsoft Word template (.dotx), or, if your template contains macros, click Microsoft Word Macro-Enabled template.
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.

In the Finder, open /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.
Drag the templates that you want to delete to the Trash.

PowerPoint

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

Open the presentation that you want to save as a template.
On the File tab, click Save as Template.
In the Save As box, type the name that you want to use for the new template.
(Optional) In the Where box, choose a location where the template will be saved.
Next to File Format, click PowerPoint Template (.potx), or, if your presentation contains macros, click PowerPoint Macro-Enabled Template (.potm).
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).

On the File menu, click New from Template.
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.
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.
On the File menu, click Save as Template.
In the Save As box, type the name that you want to use for the new template.
(Optional) In the Where box, choose a location where the template will be saved.
Next to File Format, click PowerPoint Template (.potx), or, if your template contains macros, click PowerPoint Macro-Enabled Template (.potm).
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.

In the Finder, open /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.
Drag the templates that you want to delete to the Trash.

Excel

Open the workbook that you want to save as a template.
On the File menu, click Save as Template.
In the Save As box, type the name that you want to use for the new template.
(Optional) In the Where box, choose a location where the template will be saved.
Next to File Format, click Excel Template (.xltx), or, if your workbook contains macros, click Excel Macro-Enabled Template (.xltm).
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).

On the File menu, click New from Template.
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.
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.
On the File menu, click Save as Template.
In the Save As box, type the name that you want to use for the new template.
(Optional) In the Where box, choose a location where the template will be saved.
Next to File Format, click Excel Template (.xltx), or, if your template contains macros, click Excel Macro-Enabled Template (.xltm).
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.

In the Finder, open /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.
Drag the templates that you want to delete to the Trash.

Word

Open the document.
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.
On the File menu, click Save As.
On the Format pop-up menu, click Word Template (.dotx).
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.
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).

On the Standard toolbar, click New from template .
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.
Click a template that is similar to the one that you want to create, and then click Choose.
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.
On the File menu, click Save As.
On the Format pop-up menu, click Word Template (.dotx).
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.

On the Standard toolbar, click New from template .
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.
Click the template that you created, and then click Choose.

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

PowerPoint

Open the presentation that you want to create the new template from.
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.
On the File menu, click Save As.
On the Format pop-up menu, click PowerPoint Template (.potx).
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).

On the Standard toolbar, click New from template .
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.
Click a template that is similar to the one that you want to create, and then click Choose.
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.
On the File menu, click Save As.
On the Format pop-up menu, click PowerPoint Template (.potx).
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.

On the Standard toolbar, click New from template .
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.
In the right navigation pane, you can select the colors, font, and slide size for the template.
Click the template that you created, and then click Choose.

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

Excel

Open the workbook that you want to create the new template from.
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.
On the File menu, click Save As.
On the Format pop-up menu, click Excel Template (.xltx).
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).

On the Standard toolbar, click New from template .
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.
Click a template that is similar to the one that you want to create, and then click Choose.
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.
On the File menu, click Save As.
On the Format pop-up menu, click Excel Template (.xltx).
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.

On the Standard toolbar, click New from template .
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.
Click the template that you created, and then click Choose.

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

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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

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.

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

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.

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.

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.

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).

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

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).

2. Выберите пункт “Сохранить как”.

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.

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

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

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”.

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).

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.

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.

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”.

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

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

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

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).

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

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

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

Добавление элементов управления содержанием

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

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”).

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

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.

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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Life is too short to do the same work twice. If you work in Microsoft Word, it pays to learn how to use Word’s save as template feature so that you don’t have to rebuild Word Documents.

How to Quickly create Microsoft Word templates

Learn how to create a custom Word template starting with this letterhead.

With a template, you’ve got the pre-built elements you need to create documents. Set templates in Word, and you start with all the fields you’re looking for.

This tutorial will teach you how to create a Microsoft Word template that’s easy to re-use. We’ll even show you how to start with premium designs and turn Word docs into templates, even if you started with .docx files. Let’s learn more.

How to Create & Save Word Templates in Microsoft Word Quickly (Video)

In this screencast we’ll show you how to create and save a template using Microsoft Word. We’ll start with a professionally designed Word template and show you how to customize it to create a Word template that’s uniquely yours.

Want to learn even more about how to create a template in Word? Read on for more detailed information and other tips.

Why You Should Learn the Word Save as Template Feature

You’re a busy person, and you’ve got no shortage of skills that you want to learn. While Word is a great tool, it’s just that: simply an app that we use to complete tasks. So, why should you dedicate your valuable time to learning Word’s save as template feature?

Here are three reasons that every user should learn how to save a template in Word:

Standardize designs. If you lead a team or work with a group consistently, it helps if you share the same design. Use the Word save as template feature to create standard files that everyone uses.
Share designs with the world. If you’ve got a favorite template, you can share so that others can set templates in Word easily. It’s a great bonus to offer to your readers, mailing list, or social followers.
Save time for yourself. Building up a personal library of templates is a shortcut to success. Save Word templates and save time for yourself.

Microsoft Word includes built-in templates to simplify your work. Iin this tutorial, you’ll learn to create templates of your own.

It’s easy to see why these benefits make it worthwhile to turn Word docs into templates. Read on to find out how to create a Microsoft Word template.

How to Make a Template in Word Quickly

It’s often useful to create Word template designs of your own. This lets you transform a document into a customizable file that you can use as often as you need it. It only takes a few clicks and saves you time and hard work. Let’s learn how to save a template in Word.

When you think of how to create a Microsoft Word template, consider your objective. The trick is to generate a generic document that you (or other users) can readily adapt to their own needs.

In this tutorial, we’ll create a reusable letterhead set template in Word. Save Word templates like this and use them every day. To follow along, download the Letterhead Word Template from Envato Elements.

Let’s learn how to make a template in Word with Letterhead, a flexible layout.

Let’s get started:

1. Customize the Microsoft Word Templates

With Letterhead open in Word, take a look at the layout. This is a pre-written letter that you can use as a Word save as template. To create Word template files from it, the key is to make it more generic. This will save you time in the future by avoiding the need to remove large blocks of content.

When you create Word template designs, start by making files easier to work with.

The body of the letter itself, for example, can be reduced in length. Click into the text box and select its contents. Then, type over it with your own words.

A good option is to use a phrase like «Insert body of letter here.» While you’re familiar with the document layout, others who use the template may not be. This is a good way to guide them.

Add generic text in the existing template placeholders to begin to turn a Word doc into templates.

Then, change out the specific name details to «First Last.» Repeat this with the other placeholders, adding generic phone numbers, emails, and more. This is how to make a template in Word that works well for flexible use.

2. Add Extra Placeholders

We’ve updated the contents, showing how to create a Microsoft Word template from the file. But you can also add brand-new features to any file that you want to use for Microsoft Word templates.

For example, insert a slogan or tagline in the upper right corner of the letter. You might also want a box showing who the letter is CC’d to.

To add new placeholders, go to the Insert tab on Word’s ribbon. From there, click Text Box, then Draw Text Box. Find an open space on your document and click and drag to insert the text box.

Text boxes are how to make a template in Word that’s fully customized.

Type in your slogan, and you’re all set. This will now appear each time when you create Word template files from the document.

Repeat the same steps to add the CC box. You can perform these same operations anywhere on your document.

Save Word templates with your own content added to use more than once.

You could even choose other options from the Insert tab, like photos, shapes, and more.

3. Customize the Text

Customize the font of your template.

When making a document, you may want to use a font besides the default throughout the document.

Start by highlighting the text you want to change. Next, click on the Home tab. Then, click on the Font Menu arrow. When you click on the arrow, a menu drops down. Choose the font.

4. Add Your Logo to the Template

Add your logo to your template.

To customize the logo on your template, you first need to have an already saved logo on your computer.

Click on the logo already on the template. Press Delete on your keyboard to remove it.

Next, click on the Insert tab. In the toolbar. Click on the Pictures button. When you click on the Pictures button, a menu drops down. Choose an option depending on where your image is located. Then double click on your logo image file to add it to the template. Adjust as needed.

5. How to Save a Template in Word

You’ve built a generic letterhead in Word. Now, it’s time to learn how to save a template in Word so that you can use it again. It’ll appear in the Templates gallery that opens when you launch the Word app.

Let’s save Word templates like this letter. Find the File dropdown in the upper left corner of your screen. Then, click Save As Template.

Save Word templates on the File menu by choosing Word’s Save As Template.

On the menu that appears, give your template a name. It’s best to use something short and easy to remember. Here, we’ll call it Letterhead. When you’re finished, click Save.

Saving as a template is how to make a template in Word that you can use repeatedly.

That’s how to make a template in Word. Now, when you launch the Word app, you’ll see your custom Microsoft Word templates in the Personal section.

Your file now appears in the Microsoft Word templates gallery when you launch the app.

This is the best way to create Word template designs that you can use more than once.

Where to Find the Best Microsoft Word Templates in 2022 (Envato Elements)

Chances are, you’re not a creative expert with the time to make your own Microsoft Word templates. Don’t worry: you don’t have to know how to create a Microsoft Word template to use the world’s best designs.

There’s an alternative to learning how to build Word template designs from scratch. Lean on expert designers who know how to make a template in Word that’s sure to impress.

The best place to find stunning Microsoft Word templates is Envato Elements. It’s a flat-rate subscription that offers millions of creative assets. Transform these files into customized templates with the Word save as template functionality.

Unlock unlimited options that teach you how to create Word templates with examples from Envato Elements.

What’s more: as a subscriber, you’ve got unlimited downloads. That means you can try out as many Microsoft Word templates as you want. Plus, you’ll find stock photos, custom fonts, and other assets that work great for any project.

Still searching for the best templates, but aren’t ready for a subscription? We highly recommend GraphicRiver, a pay-as-you-go marketplace. It’s another way to find the best options to create Word templates you can use, and you’ll pay only for what you download. Jump to GraphicRiver, grab a template, and start today.

Buy single downloads to help you set templates in Word from GraphicRiver.

As you can see, it’s easy to create Word template styles fast and customize them, thanks to Envato Elements. It takes the guesswork away from how to make a template in Word. Read on to see the best options for saved Word templates.

5 Top Downloads to Set Templates in Word

Not ready to learn how to create a Microsoft Word template? Let’s look at five of the best pre-built options. These help you set templates in Word without doing all the work from scratch:

1. Microsoft Word Certificate

A set template in Word helps you create documents fast. This certificate is a quick way to recognize achievements in style. It comes with both vertical and horizontal layouts, with print-ready graphics. It’s a perfect example of how to make a template in Word work for you. All you’ve got to do is drop key details into the pre-built text placeholders.

2. Letterhead for Microsoft Word Office

Even in our digital age, a classic letterhead helps make a winning impression. Save Word templates like this letterhead for use as print or online letters. You’ll find customizable styles that use stylish free fonts. The design aesthetic is modern and minimalist. If you need help learning how to save a template in Word like this, turn to the included help file.

3. Invoices Microsoft Word Template

Wonder how to make a template in Word that you can use as an invoice? Don’t bother—this sleek design does the work for you. With three color options, you can craft and send invoices with a few clicks. Each one helps you communicate with clients, so you’ll get paid sooner. 300-dpi CMYK print-ready graphics feature throughout.

4. Resume Word

Resume Word: the title speaks for itself. Save Word templates like this one to help land your dream job. With refined, elegant hues, you can create Word template resumes sure to impress. There’s ample room for key details, with plenty of open space to ensure readability. Plus, you’ll find a matching cover letter included in this Microsoft Word templates pack.

5. A5 Landscape Company Profile, Word Template

Ever wondered how to create a Microsoft Word template brochure? A5 Landscape is a key example. This one works well as a company profile or informational flyer. You’ll have plenty of creative options, thanks to 16 custom layouts. All graphics are customizable, and there’s space to include photos and illustrations.

More Top Downloads to Set Templates in Word

There’s no such thing as too many Word templates! On Envato Tuts+, we frequently feature the top options to set templates in Word with pre-built downloads.

Check out more of the top options for designs to set templates in Word. Many of them are packaged as DOCX files. But remember: you can turn word Docs into templates with your new knowledge!

Common Microsoft Word Questions Answered (FAQ)

It’s common to have questions about Microsoft Word. So, here are some common Microsoft Word questions and answers:

1. Can I Format Text in my Word Template?

Formatting text means that you control how the text appears in your document. There are many things you can do to your text. Some of the formatting options are changing the size, color, and font. Learn more in this tutorial:

2. Can I Add a Border to my Word Document?

Yes, you can add a border to your Word document. There are several different border options that you can choose from. Borders can add visual interest to your document. For a tutorial on how to add a border to your Word document, read this article:

3. Do I Need to Add a Letterhead to my Word Document?

A letterhead can be helpful if you’re creating a letter in Word. Letterheads often include your business logo, name, business address, and contact information. Letterheads help the letter receiver know who sent them the letter immediately.

Discover how to create your own letterheads:

4. How Do I Find ClipArt?

ClipArt is an easy way to add illustrations to your document.

To find the ClipArt tool click on the Insert tab. Then click on the Pictures button, and from the menu that drops down, click on the Online Pictures… button. Type a keyword in the search bar that appears in the sidebar. Finally, click on the image that you want.

For more details, review:

5. Should I Add Page Numbers to my Word Document?

If your document is more than one page, it can be helpful to add page numbers to your document. Page numbers can help people if the printed pages get out of order. People can also refer to information on a specific page easier.

For information on how to add page numbers to your Word document, read this tutorial:

Learn More About Microsoft Word

You’ve been learning how to make a template in Word, which is certainly a useful skill. There’s no reason to stop here as you’re mastering Microsoft’s powerful documents app.

On Envato Tuts+, we want to teach you everything you need to know to feel confident while using Microsoft Word. Make sure to check out our fully featured learning guide, Learn How to Use Microsoft Word (Beginner Tutorial Guide.)

Make sure to check out these three tutorials to continue learning how to use Microsoft Word. Each of these help you add new skills that improve the way you save Word templates.

Start to Save Your Own Word Templates Today

You don’t have time to re-design every document in Word. That’s why you just learned how to create a Microsoft Word template: to use your favorite designs, save them for the future, and share them with others.

If you’re still searching for the best Word templates, don’t forget about the premium options from Envato Elements. These advanced designs are the best way to set templates in Word with no work required. Lean on pre-built designs even while learning how to save a template in Word.

Now, it’s your turn. You’ve just learned how to make a Word template and how to save a template in Word. Now, open Word, start designing, and turn your Word doc into templates.

Make sure to share with others when you get a chance—and don’t forget to teach them how to create a Microsoft Word template too!

Editor’s note: This tutorial was originally published on May 31, 2021. It’s been updated to include a video with help from Andrew Childress. The content has been updated by Sarah Joy. Andrew and Sarah are freelance instructors for Envato Tuts+.

Источник

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)

Do you want to learn more about Microsoft Word? Check out our virtual classroom or live classroom Word courses >

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:

Normal template (the default global template)
Custom user templates
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:

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).
In Word, click the File tab in the Ribbon.
Click Options.
In the left panel, click Save.
Enter a path for the Default Personal Templates location (see the Options dialog box below).
Click OK.

For example,

C:UsersNancyDocumentsCustom Office Templates

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

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:

In Word, click the File tab in the Ribbon.
Select Save As.
Enter a name for the template.
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).
Select Word Template in the Save as type list. You can select Word Macro-Enabled Template if you have created macros in the file.
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:

In Word, click the File tab in the Ribbon and then click New.
In Word 2013 and later versions, click Personal. You must have set the file path in the Options dialog box first.
If necessary double-click the Custom Office Templates folder.
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:

Styles such as Normal, Heading 1, Heading 2 and so on
Content such as text, tables and images
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:

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

Editing a custom user template

To edit a custom user template:

In Word, click the File tab in the Ribbon and then click Open.
Double-click This PC or Computer and navigate to the Custom Office Templates folder.
Double-click the template you want to edit.
Make changes to the template.
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:

In Word, click the File tab in the Ribbon and click New.
In the Office area, click the suggested searches or enter search criteria in the Search box and press Enter.
Scroll through the templates.
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):

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

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Save a template

Edit your template

Use your template to make a new document

Use your templates from earlier versions of Office

Word

PowerPoint

Excel

See also

Word

PowerPoint

Excel

See also

See Also

About This Article

Is this article up to date?

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

How to Create & Save Word Templates in Microsoft Word Quickly (Video)

Why You Should Learn the Word Save as Template Feature

How to Make a Template in Word Quickly

1. Customize the Microsoft Word Templates

2. Add Extra Placeholders

3. Customize the Text

4. Add Your Logo to the Template

5. How to Save a Template in Word

Where to Find the Best Microsoft Word Templates in 2022 (Envato Elements)

5 Top Downloads to Set Templates in Word

1. Microsoft Word Certificate

2. Letterhead for Microsoft Word Office

3. Invoices Microsoft Word Template

4. Resume Word

5. A5 Landscape Company Profile, Word Template

More Top Downloads to Set Templates in Word

Common Microsoft Word Questions Answered (FAQ)

1. Can I Format Text in my Word Template?

2. Can I Add a Border to my Word Document?

3. Do I Need to Add a Letterhead to my Word Document?

4. How Do I Find ClipArt?

5. Should I Add Page Numbers to my Word Document?

Learn More About Microsoft Word

Start to Save Your Own Word Templates Today

Create, Save, Edit and Use Templates in Microsoft Word

Understanding the Normal template

Specifying a location for custom user templates

Creating a custom user template in Word

Creating a new document based on a custom user template

Understanding the relationship between a Word document and its template

Editing a custom user template

Creating a document based on a Microsoft ready-made template

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More resources

Related courses