Use a microsoft word template

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


Download Article


Download Article

This wikiHow teaches you how to select or create a template in Microsoft Word for Windows and Mac. Templates are pre-formatted documents designed for specific purposes, such as invoices, calendars, or résumés.

  1. Image titled Use Document Templates in Microsoft Word Step 1

    1

    Open Microsoft Word. Double-click the Word icon, which resembles a white «W» on a dark-blue background.

  2. Image titled Use Document Templates in Microsoft Word Step 2

    2

    Search for a template. Scroll through the Microsoft Word home page to find a template you like, or type word into the search bar at the top of the page to search for matching templates.

    • For example, if you wanted to find budget-related templates, you would type «budget» into the search bar.
    • You must be connected to the Internet in order to search for templates.

    Advertisement

  3. Image titled Use Document Templates in Microsoft Word Step 3

    3

    Select a template. Click a template that you want to use. This will open it in a window where you can take a closer look at the template.

  4. Image titled Use Document Templates in Microsoft Word Step 4

    4

    Click Create. It’s to the right of the template preview. Doing so opens the template in a new Word document.

  5. Image titled Use Document Templates in Microsoft Word Step 5

    5

    Edit the template. Most templates have sample text; you can replace this text by deleting it and typing in your own.

    • You can also edit most templates’ formatting (e.g., font, color, and text size) without ruining the template itself.
  6. Image titled Use Document Templates in Microsoft Word Step 6

    6

    Save your document. Click File in the upper-left side of the page, click Save As, double-click a save location, enter your document’s name, and click Save.

    • You can re-open this document by going to the folder where you saved it and double-clicking it.
  7. Advertisement

  1. Image titled Use Document Templates in Microsoft Word Step 7

    1

    Open Microsoft word. Double-click the Word icon, which resembles a white «W» on a dark-blue background. Depending on your Word settings, this will either open a new document or bring up the Word home page.

    • If the Word home page opens, skip to the «search for a template» step.
  2. Image titled Use Document Templates in Microsoft Word Step 8

    2

    Click File. It’s a menu item in the top-left side of the screen. A drop-down menu will appear.

  3. Image titled Use Document Templates in Microsoft Word Step 9

    3

    Click New from Template. You’ll find this option near the top of the File drop-down menu. Clicking it opens the template gallery.

  4. Image titled Use Document Templates in Microsoft Word Step 10

    4

    Search for a template. Scroll through the available templates to see pre-set options, or type a search term into the search bar in the top-right side of the page.

    • For example, to find invoice-related templates, you might type «invoice» into the search bar.
    • You must be connected to the Internet in order to search for templates.
  5. Image titled Use Document Templates in Microsoft Word Step 11

    5

    Select a template. Click a template to open a preview window with the template displayed.

  6. Image titled Use Document Templates in Microsoft Word Step 12

    6

    Click Open. It’s in the preview window. This will open the template as a new document.

  7. Image titled Use Document Templates in Microsoft Word Step 13

    7

    Edit the template. Most templates have sample text; you can replace this text by deleting it and typing in your own.

    • You can also edit most templates’ formatting (e.g., font, color, and text size) without ruining the template itself.
  8. Image titled Use Document Templates in Microsoft Word Step 14

    8

    Save your document. Click the File menu item, click Save As, enter a name for your document, and click Save.

  9. Advertisement

  1. Image titled Use Document Templates in Microsoft Word Step 15

    1

    Open your Microsoft Word document. Double-click the document to which you want to apply your template.

    • This will only work for recently-opened templates. If you haven’t recently opened the template you want to use, open the template and then close it before continuing.
  2. Image titled Use Document Templates in Microsoft Word Step 16

    2

    Click File. It’s in the upper-left side of the page.

  3. Image titled Use Document Templates in Microsoft Word Step 17

    3

    Click Options. You’ll find this in the bottom-left side of the «File» page.

  4. Image titled Use Document Templates in Microsoft Word Step 18

    4

    Click the Add-ins tab. It’s on the left side of the Options window.

  5. Image titled Use Document Templates in Microsoft Word Step 19

    5

    Click the «Manage» drop-down box. This box is at the bottom of the Add-Ins page. A drop-down menu will appear.

  6. Image titled Use Document Templates in Microsoft Word Step 20

    6

    Click Templates. It’s near the middle of the drop-down menu.

  7. Image titled Use Document Templates in Microsoft Word Step 21

    7

    Click Go…. This button is to the right of the «Manage» drop-down box.

  8. Image titled Use Document Templates in Microsoft Word Step 22

    8

    Click Attach…. It’s in the upper-right side of the page.

  9. Image titled Use Document Templates in Microsoft Word Step 23

    9

    Select a template. Click a template that you want to use.

  10. Image titled Use Document Templates in Microsoft Word Step 24

    10

    Click Open. It’s at the bottom of the Template window. This will open your template.

  11. Image titled Use Document Templates in Microsoft Word Step 25

    11

    Check the «Automatically update document styles» box. You’ll find this box below the template’s name near the top of the page.

  12. Image titled Use Document Templates in Microsoft Word Step 26

    12

    Click OK. It’s at the bottom of the window. Doing so will apply your template’s formatting to the document.

  13. Image titled Use Document Templates in Microsoft Word Step 27

    13

    Save your document. Click File in the upper-left side of the page, click Save As, double-click a save location, enter your document’s name, and click Save.

  14. Advertisement

  1. Image titled Use Document Templates in Microsoft Word Step 28

    1

    Open your Microsoft Word document. Double-click the document you want to open.

    • This will only work for recently-opened templates. If you haven’t recently opened the template you want to use, open the template and then close it before continuing.
  2. Image titled Use Document Templates in Microsoft Word Step 29

    2

    Click Tools. This menu item is on the left side of the Mac’s menu bar. Clicking it prompts a drop-down menu.

    • If you don’t see Tools, click your Microsoft Word window to make it appear.
  3. Image titled Use Document Templates in Microsoft Word Step 30

    3

    Click Templates & Add-Ins…. It’s an option near the bottom of the drop-down menu. Doing so opens a window.

  4. Image titled Use Document Templates in Microsoft Word Step 31

    4

    Click Attach. You’ll find this in the Templates & Add-Ins window.

  5. Image titled Use Document Templates in Microsoft Word Step 32

    5

    Select a template. Click a template that you want to apply to your document.

  6. Image titled Use Document Templates in Microsoft Word Step 33

    6

    Click Open. Doing so will apply the template’s formatting to your document.

  7. Image titled Use Document Templates in Microsoft Word Step 34

    7

    Save your document. Click the File menu item, click Save As, enter a name for your document, and click Save.

  8. Advertisement

  1. Image titled Use Document Templates in Microsoft Word Step 35

    1

    Open Microsoft Word. Double-click the Word icon, which resembles a white «W» on a dark-blue background.

    • If you want to create a template from an existing document, double-click the document itself and skip to the «edit your document» step.
  2. Image titled Use Document Templates in Microsoft Word Step 36

    2

    Click the «Blank document» template. It’s in the upper-left side of the Word window.

  3. Image titled Use Document Templates in Microsoft Word Step 37

    3

    Edit your document. Any formatting changes you make (e.g., spacing, text size, font) will be parts of your template.

    • If you’re creating a template from an existing document, you might not need to edit anything.
  4. Image titled Use Document Templates in Microsoft Word Step 38

    4

    Click File. It’s a tab in the upper-left side of the page.

  5. Image titled Use Document Templates in Microsoft Word Step 39

    5

    Click Save As. This option is near the top of the File pop-out window.

  6. Image titled Use Document Templates in Microsoft Word Step 40

    6

    Select a save location. Double-click a save folder or location here to set it as the template’s storage spot.

  7. Image titled Use Document Templates in Microsoft Word Step 41

    7

    Enter a name for your template. Type in the name you want to use for your template.

  8. Image titled Use Document Templates in Microsoft Word Step 42

    8

    Click the «Save as type» drop-down box. It’s below the file name text box. A drop-down menu will appear.

  9. Image titled Use Document Templates in Microsoft Word Step 43

    9

    Click Word Template. This option is near the top of the drop-down menu.

    • You can also click Word Macro-Enabled Template here if you put macros in your document.
  10. Image titled Use Document Templates in Microsoft Word Step 44

    10

    Click Save. It’s in the bottom-right side of the window. Doing so saves your template.

    • You’ll be able to apply the template to other documents if you want to.
  11. Advertisement

  1. Image titled Use Document Templates in Microsoft Word Step 45

    1

    Open Microsoft Word. Double-click the Word icon, which resembles a white «W» on a dark-blue background.

    • If you want to create a template from an existing document, double-click the document itself and skip to the «edit your document» step.
  2. Image titled Use Document Templates in Microsoft Word Step 46

    2

    Click the New tab. It’s in the upper-left side of the home page.

    • If there isn’t a home page, click the File tab and then click New from Template first.
  3. Image titled Use Document Templates in Microsoft Word Step 47

    3

    Click the «Blank Document» template. It’s a white box. This will create a new Word document.

  4. Image titled Use Document Templates in Microsoft Word Step 48

    4

    Edit your document. Any formatting changes you make (e.g., spacing, text size, font) will be parts of your template.

    • If you’re creating a template from an existing document, you might not need to edit anything.
  5. Image titled Use Document Templates in Microsoft Word Step 49

    5

    Click File. It’s a menu item in the top-left side of the page.

  6. Image titled Use Document Templates in Microsoft Word Step 50

    6

    Click Save As Template. You’ll see this option in the File drop-down menu.

  7. Image titled Use Document Templates in Microsoft Word Step 51

    7

    Enter a name for your template. Type in the name you want to use for your template.

  8. Image titled Use Document Templates in Microsoft Word Step 52

    8

    Click the «File Format» drop-down box. It’s near the bottom of the window. A drop-down menu will appear.

  9. Image titled Use Document Templates in Microsoft Word Step 53

    9

    Click Microsoft Word template. This option is in the drop-down menu, and has the «.dotx» extension next to it.

    • You can also select Microsoft Word Macro-Enabled template if you put macros in your document.
  10. Image titled Use Document Templates in Microsoft Word Step 54

    10

    Click Save. It’s the blue button at the bottom of the window. Doing so will save your template.

    • You’ll be able to apply the template to other documents if you want to.
  11. Advertisement

Add New Question

  • Question

    How do I save an edited template as a default template in Word?

    Community Answer

    You can open HTML window in editor and you can place your code there. It will work if your editor has an edit HTML option.

  • Question

    How can I use a template in Outlook?

    Community Answer

    Prepare your template and save it as .oft (Outlook template). Next time you need it, go to the Home tab and select New Items / More Items / Choose Form / Look in: User Templates in File System and select your template.

  • Question

    How do I add lines inside the text box?

    Community Answer

    Draw them using the line tool in the box. On updated computers, go to insert>illustrations>shapes. On non-updated computers, go to insert>shape. You can also underline text by highlighting it, then going to home>underline text.

See more answers

Ask a Question

200 characters left

Include your email address to get a message when this question is answered.

Submit

Advertisement

  • Templates are extraordinarily helpful when invoicing or creating pamphlets.

Thanks for submitting a tip for review!

Advertisement

  • You shouldn’t have to pay for templates.

Advertisement

About This Article

Thanks to all authors for creating a page that has been read 331,457 times.

Is this article up to date?

  1. Home

  2. Computing
  3. Guides

use document templates microsoft word how to in header image finalMicrosoft Store

Once is often more than enough, particularly when creating a lengthy or comprehensive template. Each template, though differing in format and layout, is essentially a pre-constructed document in which users can input their own information in lieu of repeatedly designing the page themselves. They’re incredibly convenient and time-saving — likely the reason why most versions of Microsoft Word come pre-loaded with a venerable swath of the framed documents — while delivering robust layout options for all manners of copy, whether you’re looking to create that knockout resume, hefty business brochure or real tearjerker of a card reserved for that special someone in your life. Thankfully, the American tech giant has made implementing Word templates a simple, three-click process (though the same can’t always be said for creating and saving them for later use in Word).

Here’s our straightforward guide on how to use document templates in Microsoft Word, regardless of whether you’re simply opening a preexisting document or looking to create your own from scratch. Also, check out our top picks for the best Microsoft Office alternatives if you’re looking for a non-Microsoft workaround. There’s also our guide on how to convert a PDF file to Word if you need a simple means of converting PDF files to a more accessible format on either Windows or Mac OS X.

Skip ahead to creating a Microsoft Word template.

Opening and using a Microsoft Word template

Step 1: Launch Microsoft Word  Open Word from the dock or main Applications folder in Mac OS X or launch the software using the main Taskbar or Start menu in Windows. Alternatively, search and launch the program using either operating system’s search utility, dubbed Spotlight and Windows Search, respectively.

Launch Microsoft Word

Step 2: Select a template — Depending on which version of Microsoft Word you’re using, you may be presented with a pop-up window presenting the various template choices available at your disposal. If using Mac OS X, click the File menu in the application Taskbar, select New from Template near the top of the resulting drop-down menu, and select your desired template from the resulting list of options prior to clicking the gray Choose button in the bottom-right corner of the window. If using Windows, click the File menu in the application toolbar, select the New panel on the left-hand side and double-click your desire template from the resulting list of options. Regardless of your OS, each version of Word should present a healthy selection of template options culled from assorted categories including Calendars, Stationary, Newsletters, Resumes, Proposals, and the like.

Template Opening Screen

Step 3: Input your own copy — Each individual template serves a different purpose, but almost each one operates as a blank slate within a specified framework. Whether you previously chose a simple resume template, a more elaborate brochure template or a different option entirely, you’ll have the option to edit the content within. Change the images, font, colors, or any other facet of the template, and replace the default placeholder text or instructions with information of your own. Keep in mind the changes will not affect the original template, and when done, name and save the file as you would any other blank Word document.

Editing Templates 2

Creating a Microsoft Word template

Step 1: Launch Microsoft Word — Open Word from the dock or main Applications folder in Mac OS X or launch the software using the main Taskbar or Start menu in Windows. Alternatively, search and launch the program using either operating system’s innate search utility, dubbed Spotlight and Windows Search, respectively.

Launch Microsoft Word from Taskbar

Step 2: Open a blank document — Open a blank document once Word launches.  If using Mac OS X, click the File menu in the application taskbar, select New Blank Document at the top of the resulting drop-down menu. If using Windows, click the File menu in the application toolbar, select the New panel on the left-hand side and double-click Blank document near the top of the resulting section, directly above the slew of available templates.

Open blank document in Word

Step 3: Create the template — There’s no one way to create a Word template. Like the Microsoft-culled templates already available within the software, each template you create will likely serve a different purpose and fit your individual aesthetics. However, whether you’re creating a business newsletter or resume, it’s important you initially format the document so you’ll be able to quickly alter its content for whatever occasion it may warrant. A template should be specifically designed to be void of specifics, while keeping it as generic and clear as possible so you can later add the tailored content in the appropriate spot. For instance, avoid inserting specific dates and addresses as they may frequently change. Instead, stick with something like “[Date]” and “[Street Address],” while incorporating placeholder text to better visualize the template’s overall appearance without delving into the specifics. Remember, it’s intended to be bare bones.

Create Word Template

Step 4: Save the template — If using Mac OS X, click the File menu in the application Taskbar and select Save As near the middle of the resulting drop-down menu. If using Windows, click the File menu in the application toolbar and select Save As from the left-hand column. Afterward, appropriately name the file, chose a save location, and select the template format suited best for your particular software suite. Word Template (.dotx) will suffice in most cases, but you may want to consider saving the template as either a Word 97-2003 Document (.dot) or Word 97-2004 Document (.doc) if you plan on utilizing the template on an older system. When finished, click the Save button in the bottom-right corner of the window. The newly-minted template will be available in either the My Templates or Personal sections depending on which incarnation of Word you’re using to open the new document from a template.

Word Template Options

What do you think of our simple guide on how to use document templates in Microsoft Word? Still perplexed by any one facet of our article? Let us know in the comments below.

Editors’ Recommendations

  • How to factory reset Windows 10 or Windows 11

  • How to use Bing Image Creator to generate AI images for free

  • Microsoft’s Bing Chat waitlist is gone — how to sign up now

  • Microsoft continues its unabashed embrace of ChatGPT and AI

  • Microsoft Word vs. Google Docs





  • Deals

Best Microsoft Office deals for January 2023

Students using Microsoft Office software on their laptops outside.

Mircosoft Office is so ubiquitous these days that it’s practically a necessity for anyone who writes, manages spreadsheets or gives presentations for a living. Surely you’ve heard of Microsoft Office, even if you’ve never had the pleasure (if you’d call it that) of using it yourself. The Office suite has a lot more to offer than just Word, Excel, and PowerPoint, though, so if you need help finding the right package for your needs, our roundup of the best Microsoft Office deals can make things a bit easier — and hopefully save you some cash.
Today’s best Microsoft Office deals
Microsoft 365 Personal (1-year) — $59, was $70

This license includes a 12-month subscription to Microsoft 365 Personal for a single user, allowing access to the entire Office Suite, including Word, Excel, PowerPoint, Outlook, and more. You’ll also get up to 1TB of OneDrive cloud storage space — so you can move files seamlessly between your local devices and the cloud. It’s compatible with both PC and Mac. It is a great option for students, professionals working from home, and anyone that needs access to the Microsoft Office Suite from a personal computer.

Read more

  • Computing

Microsoft might put ChatGPT into Outlook, Word, and PowerPoint

Bibliography in Word on a desktop computer.

Microsoft is currently testing the GPT AI language that was developed by the technology brand OpenAI to potentially be used in its Office suite of products, including Word, Outlook, and PowerPoint.

OpenAI’s intuitive technology products, including ChatGPT and Dall-E 2, have become internet sensations for their text- and image-generating prowess. Many have speculated about how ChatGPT can practically and morally be used. However, Microsoft is looking to use the company’s AI models in a more functional manner. The company has already implemented a version of the OpenAI GPT text-generator model as an update to its autocomplete feature, according to The Information.

Read more

  • Deals

Microsoft Word Free Trial: Get a month of service for free

A person using MS Word.

Windows may be a staple Microsoft product, but even as a software company it delivers far more than the popular operating system. Microsoft also dominates the enterprise software space with its Office app suite, which is relied on by millions of professionals, students, and average folks around the world every single day. One of the more renowned Office apps is Microsoft Word, a versatile and capable word processor that’s essential for typing and editing written documents, among other things (and there’s a lot of things you probably didn’t know you could do in Microsoft Word). Microsoft Office is paid software, however, Word included, and for some, the cost may seem high even with some of the best Microsoft Office deals floating around. So, if you’re wondering if there’s a Microsoft Word free trial or any other way to get it for free, read on to find out.
Is there a Microsoft Word free trial?

Microsoft Word is actually part of the company’s wider Office app suite. Now known simply as Microsoft 365 (formerly Microsoft Office), Microsoft’s enterprise software is available in a number of different packages that are now subscription-based; the company has retired the older bundles that were available for a one-time payment. That means if you want a Microsoft Word free trial, you’ll need to sign up for the Microsoft 365 trial, which includes the Word app along with Excel, PowerPoint, Outlook, Teams, OneDrive, and Editor.

Read more

In Microsoft Word, templates are pre-designed documents that you or someone else (such as Microsoft) creates to use as a pattern for a project. The template could be for a business card, brochure, resume, presentation…the list goes on. Regardless of the purpose, templates provide the design consistency that any organization (or individual) needs to look professional. (You can also find templates for Excel, PowerPoint, and other applications, but in this article we’re focusing on Microsoft Word.) 

The template contains a specific layout, style, design and, sometimes, fields and text that are common to every use of that template. Some templates are so complete (such as business cards), you only have to change the individual’s name, phone number, and email address. Others, such as business reports or brochures, could require that everything is changed except the layout and design. 

Once you create a template, you can use it over and over. Remember that while you open a template to start a project, you save the project as another file type, such as the basic .docx Word format, for editing, sharing, printing, and more. The template file stays the same, unless or until you want to change it (more on that later). 

01 sample templates JD Sartain / IDG Worldwide

This is a sample template in Microsoft Word.

How to access Microsoft Word’s stock templates

Fortunately for us, Microsoft provides many hundreds of templates for all of its programs. Note that most of Microsoft’s templates are online, which means you cannot access them unless you’re connected to the Internet.

To open one of the system-provided templates in Word:

1. Open Microsoft Word and select New.

2. Peruse the Suggested Search categories: Business, Personal, Industry, Design Sets, Events, Education, or Letters. For this exercise, select Business.

3. Word displays a message that says, “Searching thousands of online templates.”

4. Word displays template search results on-screen, plus a comprehensive list of categories in a scrolling panel on the right.

5. Scroll down the page or choose a different category, then select a template that fits your current project.

02 select new category JD Sartain / IDG Worldwide

Select a template from a category, then start filling in your own data and images. 

We selected the Internet Café template. Notice the photos, graphics, and main information, such as hours, are already created in the template. You only have to type over the existing data with your company’s data, and the brochure is complete. 

How to modify a Microsoft Word template

You can change the colors, font, photos, logo, and anything else on this template. If you have not selected the Internet Café brochure, please do so now. Before you make any changes, go ahead and save this template with a new filename.

1. If you follow normal document-saving procedures (and you can here), you select File > Save As > Computer > Browse. Then navigate to the applicable folder and give the template a new name.

2. Remember that once you click the down arrow beside the Save As Type in the input box and select Word Template (*.dotx) from the list (and change the name, of course, in the File Name input box), Microsoft automatically puts the file in its own template folder.

3. Once saved as a template, close the file.

4. Now open it again. Note that it is not in the folder you specified. Don’t panic. Navigate to C:UsersownerDocumentsCustom Office Templates and your custom templates are there. Select the one you just saved from the list and open it.

03 save the document as a template JD Sartain / IDG Worldwide

Save the document as a template.

5. Change the sections on the new template that will be on every brochure, such as the logo, or contact information. Then save it as a template again by pressing Ctrl+ S. It will save in the same location.

6. Next, fill in all the other information and save it—this time, as a document, so you can print it out or share it with others.

Whenever you’re ready to create a new brochure, just open the template, enter the new data, and save the completed brochure as a document.

04 internet caf template modifiedsaved as a document brochure JD Sartain / IDG Worldwide

This Internet Café template has been modified and saved as a document brochure.

Custom templates can be as simple or complex as needed. For example, you might create a template for your company’s newsletter, posters for a seminar, or invitations for corporate events. You can also create interactive templates to load on the Intranet, so others can fill in the blanks to print their own envelopes and letterhead, for instance.

First, create a document—design and format it, add graphics and photos. If it’s interactive, select Controls from the Developer tab and create custom input fields for user interaction.

For this exercise, create an announcement flyer for a Meet & Greet conference including lunch, cocktails, and dinner for the company’s senior management and its new interns.

1. Start with a blank document.

2. Create two columns: The left is 4.5 inches and the right is 2.5 inches, and the space between the columns is about 3/8 of an inch. These measurements are only suggestions. Adjust as necessary for your project and the images and graphics you choose.

3. Add a title.

4. Choose a font (we’re choosing Century Gothic), style (sans serif), and color (white), for that title.

5. Repeat this process for a subtitle. In our example, we’re changing the font color to dark teal.

6. Create some graphic boxes for the title (dark teal) and the subtitle (light teal). Select Insert > Shapes and choose a rectangle from the icon list.

7. Insert an applicable photo in both columns. Choose Insert > Pictures and select photos from your Pictures Library. Adding images gives you an opportunity to eyeball image sizes and column widths and adjust them as needed.

8. Enter the schedule and agenda in column one. Use Century Gothic 14 (in black) for the body text and Century Gothic 18 (in dark teal) for the headers.

9. Enter the time and place plus the conference hosts in column two, with the same fonts and colors for the body text and headers.

05 create a custom event template JD Sartain / IDG Worldwide

Create a custom event template.

10. Once satisfied with the final product, click Save As > Meet+Greet.docx (a regular Word document), so you can share or print.

11. Before you exit, also save this document as a template. Click Save As > Save As Type, choose Word Template [*.dotx] from the list, and save as Meet+Greet.dotx. Next conference, the template is ready to get you started.

Once you have some custom templates in your Custom Office Templates folder, when you open Word and select New, Word provides a new category on the backstage menu called Personal. Click this category to see and open your saved templates.

06 open your custom template under new personal JD Sartain / IDG Worldwide

Open your custom template under New > Personal.

How to add an interactive component to a template

Some templates use interactive controls for user input. For example, imagine that once a month, the branch managers, assistant managers, and loan originators of a large banking institution have a meeting at one of the 12 branches. It’s your assistant’s job to email the date, time, location, speakers, topics, and agenda to each attendee. Rather than have that person retype the data in a regular template, you can create a template where options can be chosen from a list. For example:

1. First, create the template, then decide which fields (date, time, etc.) can be selected from a list.

2. Click the Developer tab.

3. Position your cursor on the template where the date goes.

4. Select Insert > Text > Quick Parts > Field, then choose Date from the Categories panel and select a date format from the Properties panel. Click OK. Now the date will update automatically.

07 insert a date field that automatically updates JD Sartain / IDG Worldwide

Insert a date field that automatically updates.

5. Next, position your cursor on the template where the location goes.

6. Select Developer > Controls > Combo Box Content Control. Word places this item on your template.

7. With the Developer tab still selected, click Controls > Properties, and the Content Control Properties dialog window opens.

8. Click the Add button, enter a branch name in the Add Choice dialog box, then click OK. Repeat this process until all the branch locations are entered, then click OK again to close this dialog window.

08 create a combo box control so users can select options from a list JD Sartain / IDG Worldwide

Create a Combo Box Control so users can select options from a list.

9. If you want to modify, remove, or move an entry up or down, highlight the entry, then click the appropriate button.

10. You can change the color of the Combo Box frame and change or create a custom style (fonts, color, attributes, etc.) for the typeface used inside the Combo Box.

11. Repeat steps 5 through 8 above to create Combo Box Content Controls for the remaining fields: meeting date and time, speakers, and topics.

12. When finished, save the document as a Word Template (*.dotx).

Template tips: how to create custom stylesheets

The default stylesheet in MS Word is called normal.dotx. It’s not a good idea to alter this stylesheet because, later on, it could result in some unwanted effects. It’s best to create custom stylesheets for each custom template. For example, the normal.dotx font is Calibri, paragraphs are left aligned, spacing is 1.15, etc. Heading 1 is Cambria 16 point, etc. You can change these settings manually throughout your document without saving them to the normal stylesheet, and before you save the document as a template.

Once satisfied, use those custom settings for your new stylesheet, which could be named something similar to the template name. For example, if you’re creating a custom brochure template, you might name it and the stylesheet Brochure1. Then future brochures will be much easier to design.

1. Choose the Home tab, then click the small arrow in the bottom right corner of the group called Styles. From the drop-down menu, click the New Styles button (bottom left).

2. In the popup dialog Create New Style from Formatting, enter the name of the style, such as Brochure1.

3. Next select Paragraph from the Style Type field list, which affects the entire paragraph, as opposed to a Character style, that affects only the characters inside a paragraph.

4. You can choose to make the style based on another style, such as the Normal style, one of the Header styles, or No style. If you plan to use most of the formatting features in the Normal style except a few differences, then base it on the Normal style. If the custom style will be completely different, then choose the No style option.

5. Under Formatting, select a Font and Size, then choose a Font Color such as Brown, Alignment such as Justify, Spacing such as 1.15, and Indents. Notice that the box in the center of the dialog window shows how the paragraph looks with the format options you select.

new create a custom style JD Sartain / IDG

How to create a custom stylesheet

6. In the bottom left corner, click the Format button. Notice the nine options in the drop-down list. In the Font dialog, you can further customize the font options such as font style (bold, italic, etc,), underline style; Sub- and Superscript, Small Caps, etc.

7. In the Paragraph dialog, you can customize the Indents & Spacing and the Line & Page Breaks. Use the Tabs dialog to customize the alignment and the leader of your tabs, such as the dots between the chapter name and chapter page number on a table of contents.

8. The Borders & Shading dialog provides Border options such as Box, Shadow, 3D, etc.; and Shading options include colors and patterns. The Language feature is, of course, the language of the paragraph such as French or Italian. Note that if you want only specific words in another language, such as c’est la vie in the middle of a paragraph, then create a character style called French.

9. The Frame option is actually the Text Wrap feature, which includes how the text wraps around a graphic in a paragraph, the spacing around the graphic, and how it’s positioned on the page. Choose Numbering to define how you want the numbers to appear such as the standard Arabic numbers, Roman Numerals, or Characters; how they are spaced; and delineated such as with a period after or parentheses, etc. Bullets are also defined under this list choice, which provides standard and custom bullets.

10. Next is the Shortcut Key options, which lets you choose a custom Shortcut key for your Paragraph or Character style, such as Ctrl+B for bold (which is a Word default), or define your own. Last on the list is Text Effects, which lets you define the color, gradient, pattern, outline, and transparency of a paragraph such as the title on the title page of a book or manual. Additional Text Effects include Shadow, Reflection, Glow, Soft Edges, and 3D Format.

new format a custom style JD Sartain / IDG

How to format a custom stylesheet

Where to find the template files on your computer

The custom templates that you create or modify from one of Microsoft’s stock templates are stored at C:UsersOwnerDocumentsCustom Office Templates, where <Owner> is your login name. When you open the Users folder, you’ll see your login name on the list of folders. If not there, it should be in the folder that’s actually called Owner.

09 where the personal custom templates and the stock templates are located JD Sartain / IDG Worldwide

Where the personal custom templates and the stock templates are located

Microsoft stores its templates at:

C:Users<your login name>AppDataRoamingMicrosoftTemplates

Again, if you failed to create a unique login name, this folder may be called <Owner>. If you can’t find it, the AppData folder and all of its files and subfolders are hidden.

10 show hidden files and folders JD Sartain / IDG Worldwide

Show Hidden Files and Folders

To view the Hidden files:

  1. Select the Start/Windows button > Control Panel > Appearance and Personalization
  2. Select File Explorer Options/Folder Options > Show hidden files and folders
  3. On the next screen, check the tick mark beside Show hidden files, folders, and drives, then click Apply and OK.

11 two more ways to locate the stock templates folder JD Sartain / IDG Worldwide

Two more ways to locate the stock templates folder

To discover the actual name of the Templates folder:

  1. Select File > Options > Advanced
  2. Scroll about two-thirds of the way down the screen.
  3. Click the File Locations button, and the File Locations window appears.
  4. Word displays the locations and paths to all the template-related files.

You can also click the Start button, then copy and paste this: %appdata%MicrosoftTemplates in the Search box and press Enter. The Templates folder appears in the Start box. Double-click to go straight to the stock templates folder.

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:

  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.

Subscribe to get more articles like this one

Did you find this article helpful? If you would like to receive new articles, join our email list.

More resources

How to Insert a Check Mark in Word (5 Ways)

How to View Word Count in Microsoft Word (4 Ways)

How to Keep a Microsoft Word Table Together on One Page

How to Insert or Type an Em Dash in Word (4 Ways with Shortcuts)

10+ Great Microsoft Word Navigation Shortcuts for Moving Around Quickly in Your Documents

Related courses

Microsoft Word: Intermediate / Advanced

Microsoft Excel: Intermediate / Advanced

Microsoft PowerPoint: Intermediate / Advanced

Microsoft Word: Long Documents Master Class

Microsoft Word: Styles, Templates and Tables of Contents

Microsoft Word: Designing Dynamic Word Documents Using Fields

VIEW MORE COURSES >

Our instructor-led courses are delivered in virtual classroom format or at our downtown Toronto location at 18 King Street East, Suite 1400, Toronto, Ontario, Canada (some in-person classroom courses may also be delivered at an alternate downtown Toronto location). Contact us at info@avantixlearning.ca if you’d like to arrange custom instructor-led virtual classroom or onsite training on a date that’s convenient for you.

Copyright 2023 Avantix® Learning

Microsoft, the Microsoft logo, Microsoft Office and related Microsoft applications and logos are registered trademarks of Microsoft Corporation in Canada, US and other countries. All other trademarks are the property of the registered owners.

Avantix Learning |18 King Street East, Suite 1400, Toronto, Ontario, Canada M5C 1C4 | Contact us at info@avantixlearning.ca

To create high-impact documents your best tools are Microsoft Word templates. Template files come with all the design decisions already made by a professional graphic designer. Just replace the placeholder text and images with your own. 

Customizable TemplateCustomizable TemplateCustomizable Template

One of several MS Word you’ll learn to customize in this tutorial.

Microsoft Word templates are also created to be customizable. This means you can change the fonts and colors as you see fit.

This article will show you how to use a Word template—from finding and downloading one, to editing design elements and making the document truly your own. You’ll save time and effort, while still producing documents you’ll be proud of.

Find Hundreds of Great MS Word Templates on Envato Elements

I’ll be using Microsoft Word templates from Envato Elements. If you’d like to follow along  buy and download the templates for yourself.

Word templates from Envato ElementsWord templates from Envato ElementsWord templates from Envato Elements

Envato Elements offers thousands of Word templates designed by professionals.

With an Elements membership, one flat subscription fee gives you unlimited downloads of Word templates—as well as other design elements you might need. These include fonts, icons, graphics, and stock photos.

For one-off Word projects, GraphicRiver is an excellent source of Microsoft Word templates. You can download templates and other creative resources on a pay-per-use basis.

Now let’s learn how to find and use templates in Word.

1. How to Find and Use Microsoft Word Templates from Elements

The first step, of course, is finding the Word template you wish to use. In this example, I’ll show you how to work with Word templates from Elements.

How to Find Templates in Word

Start by finding the Word templates you want to use:

1. Log Into Your Elements Account

Log in Elements accountLog in Elements accountLog in Elements account

2. Search for a Template

From the Envato Elements homepage, click on the dropdown menu and select Graphic Elements. In the search box, type in your keywords. Click the search icon.

Search for a Word template in ElementsSearch for a Word template in ElementsSearch for a Word template in Elements

In this example, I’m looking for a Word template for a flyer. And so, I’m going to type “word flyer” in the search bar. 

How to find templates in Word - Keyword search in ElementsHow to find templates in Word - Keyword search in ElementsHow to find templates in Word - Keyword search in Elements

3. Refine Your Search

Further refine your search by using one of the filters and sorting options. Check on any of the filters you wish to use. You can also sort the results by Popular, Relevant, or New.

Refine search for Word templates in ElementsRefine search for Word templates in ElementsRefine search for Word templates in Elements

I’m refining my search by filtering only Print Templates and Portrait orientation. I’m also sorting the results by New

4. Choose a Template to Download

Click on a thumbnail or name of a template to explore it. 

The template page provides more details about the template, such as the document size and the template file types. It may also provide extra images of the template.

Word template details on ElementsWord template details on ElementsWord template details on Elements

When you find a template you want to use, follow the next steps to download it.

I’ve decided to use the Dance Studio Flyer.

Flyer Template - WordFlyer Template - WordFlyer Template - Word

Customize this flyer template (Word) to suit your needs.

It’s got a very clean and dynamic design, with plenty of white space balanced by hard-edged shapes. It’s visually attractive and readable at the same time. It comes with two customizable pages, which means my flyer can have two printed sides and each side could have a different layout.

How to Download a Microsoft Word Template

Download a Word template from Elements in one of two ways:

1. From the Template Thumbnail 

From the search results page, click on the download icon on a template’s thumbnail.

Download Word templates from thumbnails on ElementsDownload Word templates from thumbnails on ElementsDownload Word templates from thumbnails on Elements

2. From the Template Page

Or, from the template details page, click on any of the Download buttons.

Word templates - Download from ElementsWord templates - Download from ElementsWord templates - Download from Elements

The Add this file to a project box will pop up. 

3. Select a Project

Click on an existing project to add the template to it. Or, click Create new project and give the new project a name.

Word templates - Add file to a project in ElementsWord templates - Add file to a project in ElementsWord templates - Add file to a project in Elements

4. Click Add & Download

Word templates - add and download from ElementsWord templates - add and download from ElementsWord templates - add and download from Elements

Your computer’s document manager will pop up. 

5. Save the Template

Choose where you want to save the template in your computer hard drive. Click Save.

Word templates - Save to your computerWord templates - Save to your computerWord templates - Save to your computer

The template will be downloaded as a zip file. Follow the next steps to unzip the file, so you can open the Microsoft Word template.

How to Open Templates in Word

Here’s how to find the Microsoft Word template files you downloaded on your computer:

1. Unzip the File

Double-click on the zip file to unzip it. 

How to open templates in Word - Unzip template filesHow to open templates in Word - Unzip template filesHow to open templates in Word - Unzip template files

The unzipped file will appear as a folder in your document manager. 

Expand the folder to see the Word template files. If the template is compatible with other software, such as Adobe InDesign, there will be separate folders for those. Open the folder for Microsoft Word.

2. Duplicate the Microsoft Word File

This way, you’ll always have the original template file, if you ever want to revert to it.

To duplicate a file on a Mac, in Finder, click on the file. Then click on the Action dropdown menu. Select Duplicate

Word template - Duplicate template filesWord template - Duplicate template filesWord template - Duplicate template files

The file is copied.

3. Open the File.

Double-click on the duplicate file to open it.

MS Word templates - duplicate template filesMS Word templates - duplicate template filesMS Word templates - duplicate template files

Tip: Make sure to read the designer’s notes before attempting to edit the template. They include useful instructions. Some designers even let you know how you can reach them with your questions as you try to customize the template.

2. How to Edit and Use Microsoft Word Templates

Now that you’ve opened the Word template, you can edit it.

How to Edit the Text

Microsoft Word templates come with placeholder text, so you know exactly where to add your own content. To edit the placeholder text, follow these steps.

1. Click into a Text Box 

Select the text you want to edit.

How to change template Word - Change text How to change template Word - Change text How to change template Word - Change text

2. Type Your Text

Select the placeholder text, then type your text.

How to change template Word - Type text How to change template Word - Type text How to change template Word - Type text

3. Copy and Paste Text

Or, copy and paste your text from another application, such as Google Docs. 

But, make sure you don’t carry over any formatting from the other application. Copy the text in the other application. Go to Word, click Edit > Paste and Match Style.

How to change template Word - Copy and paste text How to change template Word - Copy and paste text How to change template Word - Copy and paste text

The built-in formatting in the template will be applied to the pasted text. 

How to Add Your Images

A well-designed Word template allows you to add your own images. 

In the following steps, I’m going to show you how to insert pictures in the Real Estate Brochure. 

Real Estate Brochure for Microsoft WordReal Estate Brochure for Microsoft WordReal Estate Brochure for Microsoft Word

This trifold brochure template for Word can be used for a variety of industries.

This is a Word template for a trifold brochure. It’s got plenty of spaces for pictures and can be used not just for real estate, but for other industries as well. Adapt this brochure for live events, a product-based business, personal services, and more.

Let me show you how to insert pictures (take note that the steps may be different for different templates. Read the documentation that comes with your Word template, to make sure).

1. Click on the Shape Where You Want to Insert Your Picture

Change Word template - Add your images Change Word template - Add your images Change Word template - Add your images

2. Insert Your Picture

Click on the Shape Format tab > Shape Fill > Picture ….

Insert your picture in Word templateInsert your picture in Word templateInsert your picture in Word template

3. Find Your Image File

Locate the picture you wish to use in your computer. Click Insert. (I’m inserting a photo I downloaded from Elements.)

Change template Word - insert pictureChange template Word - insert pictureChange template Word - insert picture

Tip: This works best if the picture you’re inserting has the same proportions as the shape you’re placing it into.

How to change template Word - Insert your pictureHow to change template Word - Insert your pictureHow to change template Word - Insert your picture

How to Change the Fonts in a Template in Word

In this example, I’m editing the Physiotherapy Business Card Word template from Envato Elements. 

Business Card Template for Word - PhysiotherapyBusiness Card Template for Word - PhysiotherapyBusiness Card Template for Word - Physiotherapy

This business card template for Microsoft Word is easy to read and visually appealing.

Despite its name, this business card template is actually adaptable to any position and industry. It’s got a clean, easy-to-read design with plenty of white space. The photo placeholder and use of circles and lines add visual interest.

To change the fonts, select the text, then:

1. Click on the Fonts Dropdown Button

Word templates - Change fontsWord templates - Change fontsWord templates - Change fonts

2. Select the Font You Want to Use

Scroll down the fonts list to find the font you wish to use.

3. Change the Font Size

Word templates - Font sizeWord templates - Font sizeWord templates - Font size

If you want to change the font size, click on the font size dropdown button and choose the font size.

4. Apply Other Font Settings

Use the other font formatting buttons on the ribbon to change other settings for the font, such as color and emphasis.

How to change Word templates - Font settingsHow to change Word templates - Font settingsHow to change Word templates - Font settings

If you notice, the changes applied only to one business card on this sheet. 

Customize business card template for WordCustomize business card template for WordCustomize business card template for Word

I could repeat the same steps for each one, but there’s a much easier and faster way. That’s by changing the font attributes on the Style level.

5. Select the Text You Formatted, Then Click on the Styles Button

How to change a Word templateHow to change a Word templateHow to change a Word template

We see that this text has the Style called Names.

6. Update the Style

Right-click on the Names button > Update Name to Match Selection.

How to change a Word template - Text stylesHow to change a Word template - Text stylesHow to change a Word template - Text styles

Now the new font attributes are applied to all text with the style Names.

Word template updatedWord template updatedWord template updated

How to Format Objects in a Word Template

Even with the best Word templates, sometimes you want to change the attributes of an object. For example, I’d like to change the accent color on this resume template for Word.

Word Templates - Anabelle Matthews Word Template Word Templates - Anabelle Matthews Word Template Word Templates - Anabelle Matthews Word Template

This colorful, dynamic resume template for Word is fully customizable.

The Anabelle Matthews resume/CV resume template for Microsoft Word is visually appealing, creative, and dynamic. But I want it to reflect my branding colors.

To change edit an object on the template:

1. Select the Object

How to change Word templates - Select objectHow to change Word templates - Select objectHow to change Word templates - Select object

2. Change the Color of the Object

Click the Shape Format tab > Shape Fill. Select the color you want to apply to the object.

How to change Word templates - Shape formatHow to change Word templates - Shape formatHow to change Word templates - Shape format

Do the same steps for the other objects on the template, if you want to change their colors, too.

3. Change Other Object Attributes

Use the other buttons on the Shape Format ribbon to change other attributes of the object, such as border, shadow, size, and so on.

How to change Word templates - Shape format optionsHow to change Word templates - Shape format optionsHow to change Word templates - Shape format options

Where to Find the Best Microsoft Word Templates: Elements vs. GraphicRiver Section

Now that you’ve learned how to find and use templates in Word, you may be wondering where to get them. Both Envato Elements and GraphicRiver have excellent high-quality MS Word templates. But which one should you choose? Let’s look at the key benefits of each.

1. Key Benefits of Envato Elements

The Microsoft Word templates used in this article are from Envato Elements. Elements is an exceptional source of templates for Word. For one flat subscription fee, download an unlimited number of Word templates. 

You also get unlimited downloads of other design elements you need for your document: fonts, graphics, icons, and photos. If you create other types of communication materials, such as slideshows, videos, and audios, you get unlimited downloads of those, too.

Envato Elements Word TemplatesEnvato Elements Word TemplatesEnvato Elements Word Templates

Microsoft Word Templates on Envato Elements 2020

2. Key Benefits of GraphicRiver (& Envato Market)

GraphicRiver is the leading digital marketplace for purchasing single-use graphics and visual assets. It’s part of the Envato Market suite of online marketplaces that cater to many creative digital needs.

If you need a single MS Word template for a single project, turn to GraphicRiver to buy your template. Here are the best Microsoft Word themes currently trending on GraphicRiver:

Word Templates - GraphicRiverWord Templates - GraphicRiverWord Templates - GraphicRiver

GraphicRiver is an excellent source of Word templates on a pay-per-use basis.

Your Choice (What’s Right for You?)

If you’re a serial entrepreneur launching new brands regularly, a digital marketer with many projects to promote, or a graphic or web designer with a lot of clients to serve, then Envato Elements offers a great bang for your buck. Sign up for Envato Elements now.

Envato Elements Design Without LimitsEnvato Elements Design Without LimitsEnvato Elements Design Without Limits

Envato Elements — Design Without Limits

But, if you just need a single MS Word template for a single project, you can find that on GraphicRiver right now.

More Microsoft Word Template Resources 

Whatever document you need to produce, you’re likely to find a Word template for it. It’s easy to get overwhelmed by the thousands of options available. To help you out we’ve created a resource on How to Find and Use the best Microsoft Word Templates.

You can find even more options in these articles:

Learn More About Using Microsoft Word

Microsoft Word is a powerful tool that allows you to create attractive and effective documents. You need to learn how to use its robust features.

Even when you’re starting with a well-designed template, knowing how to use Microsoft Word will give you the flexibility to make each template your own. Study the lessons in our learning guide on how to use Microsoft Word. Or, learn the basics with these tutorials:

Power In Your Hands: Working with Microsoft Word Templates

And as you’ve seen in this post, Microsoft Word templates give you a great starting point with your documents. Learn how to use them so you can produce high-impact documents faster.

You can use a Word template as-is. But templates also give you plenty of flexibility for customization. Aside from adding your own text and images, you can change fonts, colors, and objects to match your branding.

Use the tutorials and resources above to sharpen your skills in using Microsoft Word templates. Remember, good sources for Word templates are Elements and GraphicRiver. Go to Elements if you want unlimited downloads of downloads and other creative tools for one low subscription price. Or, get your Word templates at GraphicRiver if you prefer to pay for each use.

Templates are the super tool of regular Microsoft Word users. Templates establish a set of style rules and visual guidelines so that your documents have a unified look and feel.

Templates are a great starting point for elements such as letterhead other documents.

Here, we’ll look at how to open, edit, and use templates in Microsoft Word. The whole process is really simple, and can open up a whole new level of flexibility for how you work with Word.

Word Template Basics

Professional MS Word Letterhead Template

Microsoft Word comes with a few templates that are ready to use as soon as you launch the software. (You probably can spot these in use.)

There are also a variety of premium templates available from marketplaces that you can download, install, and use. (You can find some of our favorites here.)

Understanding how they work can make your design life a lot easier. Templates can control everything from the size of the page in a document, fonts and sizing, color palette, and static design elements.

Templates can be used to design great letterhead, calendar templates, simple brochures, or resumes.

How to Open Templates in Word

Most users like to start with a document template when working in Microsoft Word. You can open a template when you start a document – and even add customizable templates to this screen.

Select “New” in the left menu to see available templates that you can apply to a new document. Selecting a document type from this list will open with all of the settings and styles applied to that template.

If you are looking for a custom document template that’s not in the list, use the “Open” option and navigate to it.

The template will open and you are ready to start working on the document. (Don’t forget to save!)

How to Use a Word Template

Free Restaurant Letterhead Template

The great thing about Word templates is that as soon as you open the file, it is ready to use. There’s no need to insert a template into a Word file because it is already there.

Note that some Word templates may be set as read-only by your system administrator. If that is the case, you’ll have to use the “Save As” option to save the file and make changes. This is a common practice with company templates such as letterhead, so that the original is not alerted inadvertently.

From there, you use a Word template just like you would with any other document. Edit, save, print, track changes, and more.

How to Edit a Template in Word

Once you know how Word templates work, you’re ready to edit an existing template or create your own and save it for your team or clients.

When it comes to basic editing, start with an open document. Make your changes and edits. Save and close. That’s it.

When it comes to editing a template and resaving it as a new template, there are a few more steps. Note that you can do this on desktop versions of Microsoft Word, but not the web app.

Microsoft has pretty extensive documentation. Here are the basics to get started:

  • Start with building blocks if you need reusable pieces of content, such as a header or footer.
  • Add content controls and customize the main tabs and toolbars. This requires accessing the “Developer” features. (It’s not as intimidating as it might appear.)
  • Using the Developer tools, set “Rich Text Content Controls” that allow users to insert text or images in certain areas of the template. You can also set instructions as well to help make the template for user-friendly.
  • Design the template using normal design tools, such as font choices, colors, and static elements.
  • When you are ready to save, you need to select “Save As Template” from the file menu (“Save As,” then select file type “Word Template” on Windows).
  • You’ll be prompted to choose a file location for the template. The common location for template files is under Custom Office Templates in My Documents, but you can save the template anywhere that makes sense to you.
  • If you save and finish and want to continue to make adjustments later, you can do so by opening the template, making changes, and saving again.

Where are Word Templates Stored?

Free Corporate Business Brochure Template

While there are standard locations for template files on Windows and Mac devices, you can save a template file anywhere you like. The best practice would be to save your template files in common system default areas so they are easy to find later.

  • Windows Template File Location: My Documents/Custom Office Templates
  • Mac Template File Location: /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates

How to Add a Template to Word

Whether you create or download a template from a third-party source, the last step is to add the template to Word so that it is usable on that computer.

If the template is stored in the location with all the system default templates, it will be available to use when you create a new document. Otherwise, go to File > Open and browse for the template name. Then you can open it and get started. Don’t forget to “Save As” for a new file.

The final option is to save the template document as a read-only file so that when someone tries to open and edit it, the only option is to create a copy and work on it from there. This can work best for some teams.

Conclusion

Designing a Microsoft Word template might not seem like the most interesting design project. But it is a highly practical challenge. You are tasked with creating a usable design that others will work with on a daily basis.

A solid template makes it easy for your internal team or client team to create and work on documents in standard software in a way that represents their brand well.

How to Create and Use Microsoft Word Templates

Make your word processing tasks easier with this handy feature

Updated on January 28, 2021

What to Know

  • First, open a Microsoft-provided template. Select File > New, then choose a template style and select Create.
  • Then, after you open a template, replace the placeholder text and images with your own.
  • Create a custom template: Go to File > New > Blank document, format the document, then save it as a Word Template (*.dotx).

This article explains how to create and use Microsoft Word templates. Instructions apply to Word for Microsoft 365, Word 2019, Word 2016, and Word 2013.

How to Open a Word Template

Word offers hundreds of free templates for you to use, or you can create your own.

  1. Open Word. Go to the ribbon, select File, then select New.

  2. Select a template style.

  3. In the template preview screen, select Create.

  4. If you don’t like any of the options shown on the main screen, choose one of the categories at the top of the screen, or use the search bar to perform a search.

  5. After you open a template, replace the placeholder text with your own or start from scratch in blank areas. You can also add pictures to replace the image placeholders.

    To replace existing text, select it and type your own text. To replace an image, right-click the image and select Change Picture.

  6. Save the file with a descriptive name.

What Are Microsoft Word Templates?

A template is a Microsoft Word document that has some formatting in place, such as fonts, logos, and line spacing. Templates exist for many types of documents, for example, party invitations, flyers, and resumes. They can be used as a starting point when you want to create a specific type of document without starting from scratch.

How to Create a Word Template

You can also create your own custom Word template. Here’s how:

  1. Open Word, then go to the ribbon and select File.

  2. Select New > Blank document.

  3. Add any elements you like, such as a business name and address, a logo, and other elements. You can also choose specific fonts, font sizes, and font colors.

  4. Once you have the document formatted the way you want it, go to the ribbon and select File > Save As.

  5. Enter a descriptive name for the template, select the File Type drop-down arrow and choose Word Template (*.dotx), then select Save.

  6. To create a new document based on the template, open the template, give it a new name, and edit the document to include the new information.

Thanks for letting us know!

Get the Latest Tech News Delivered Every Day

Subscribe

Понравилась статья? Поделить с друзьями:
  • Use a an the or zero article to complete these texts word that names
  • Usborne my first word book скачать
  • Usage of word the in english grammar
  • Usage of word could
  • Usage of word been