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How to Create a Template in Word

How to Create and Use Templates in Word

How to Create a Template in Word

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

Use a Document Template

  1. Click the File tab.

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

Search or browse for a template.

How to Create a Template in Word

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

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

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

Select a template.

How to Create a Template in Word

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

A download size will also be shown for online templates.

How to Create a Template in Word

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

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

Create a Document Template

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

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

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

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

  • Click Save As.
  • Select a location.

    How to Create a Template in Word

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

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

    How to Create a Template in Word

    How to Create a Template in Word

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

    How to Create a Template in Word

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

    Edit a Custom Template

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

    How to Create a Template in Word

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

  • Select a template.
  • Click Open.

    How to Create a Template in Word

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

    How to Create a Template in Word

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    With her B.S. in Information Technology, Sandy worked for many years in the IT industry as a Project Manager, Department Manager, and PMO Lead. She learned how technology can enrich both professional and personal lives by using the right tools. And, she has shared those suggestions and how-tos on many websites over time. With thousands of articles under her belt, Sandy strives to help others use technology to their advantage. Read more.

    How to Create a Template in Word

    When you have a document containing several tables, consistency is key. You can easily make each table and format it from scratch the same way. But to save time, create a table template that you can reuse in Word.

    Microsoft Word offers a feature called Quick Tables which provides a gallery of prebuilt tables. So, when you create a table that you want to reuse, you’ll save it to that gallery. Then, simply pop the table in when you need it and edit it for the new data.

    Create and Format a Table in Word

    Whether you draw a custom table in Word or create a standard one using the Insert menu, you can save and reuse it.

    Go to the Insert tab and select the Table drop-down arrow. Choose “Insert Table” or “Draw Table” per your preference. You can also use the grid at the top of the drop-down menu to pick the number of rows and columns to quickly insert a table.

    How to Create a Template in Word

    Select the table by clicking the table handle on the top left of it. Then, head to the Table Design tab to apply shading, add a border, use banded rows or columns, or pick a table style. Use the Font section of the ribbon on the Home tab to customize the font as you normally would in your document.

    Optionally, you can add data to your table if you plan to use that same data again. This is handy for column or row headers.

    Save a Table as a Template

    When you finish creating and formatting your table and are ready to save it, select the table again.

    Return to the Insert tab and the Table drop-down menu. This time, move to Quick Tables and select “Save Selection to Quick Tables Gallery” at the bottom of the pop-out window.

    How to Create a Template in Word

    You can then add a name, pick a category, and insert a description for your table. Keep the Gallery option set to “Tables” and the Save In option set to “Building Blocks.” Click “OK.”

    How to Create a Template in Word

    Reuse Your Table Template

    To reuse a table template in your current document, start by placing your cursor in the document where you want the table.

    Go to Insert > Table, move your cursor to Quick Tables, and scroll down in the pop-out box. You should see your saved table at the bottom in the General section.

    How to Create a Template in Word

    Select the table and it’ll plop right into your document. From there, you can add more data or edit the existing data as needed. You can also change the formatting if necessary.

    To reuse your template in other Word documents you create, close your current document saving it first if needed. You’ll see a prompt letting you know that you made changes to Building Blocks. Choose “Save.”

    How to Create a Template in Word

    Note: If you’ve made changes to other Building Blocks that you don’t want to keep, you’ll need to select “Don’t Save.” Just note that your table template will not be saved or available in future Word documents.

    When you start a new word document, you should see your table template in the Quick Tables gallery as described above.

    Remove a Table Template

    If you want to delete a table template you create, you can do so from the Building Blocks Organizer.

    To navigate there quickly, return to Insert > Table > Quick Tables and right-click your template in the pop-out window. Select “Organize and Delete” in the shortcut menu.

    How to Create a Template in Word

    This opens the Building Blocks Organizer with your table selected. You can then use the Delete button at the bottom to remove the table template. To change the name or description, select “Edit Properties.” Click “Close” when you finish.

    How to Create a Template in Word

    When you spend time perfectly sizing, formatting, and arranging a table in Word, remember that you can save and reuse that table as a template.

    How to Create a Template in Word

    Are you working on a confidential document in Microsoft Word? You can password-protect the Word file or even better, apply a custom ‘Confidential’ or ‘Private’ watermark to it. By doing so, you can ensure that other team members notice the watermark and handle the document with care. Read along to learn how to apply a watermark in Microsoft Word and how to create a template out of it for easy access in the future.

    Create a Watermark in Microsoft Word

    Microsoft offers a built-in tool to create and add a watermark to a document. One can also integrate a picture as a watermark and create a personalized document.

    Apply a Text as Watermark in Microsoft Word

    We have created a sample document in Microsoft Word and we will use the ‘Confidential’ watermark in the Word document. Follow the steps below to apply a watermark in Microsoft Word.

    1. Open Microsoft Word.

    2. Open a document on which you want to add a watermark or create one from scratch.

    3. Go to the Design tab in the Word menu bar.

    4. Select Watermark from the following sliding menu.

    How to Create a Template in Word

    5. You have two options to choose from – Picture and Text.

    6. Click on Text.

    How to Create a Template in Word

    7. By default, the text area shows ‘ASAP’. Click on the drop-down menu next to Text and it will showcase the built-in words to add as a watermark.

    How to Create a Template in Word

    8. One can also add a custom text as a watermark in the Word document. Click on the default text and add a custom text as a watermark.

    As for the editing options, you have the option to change the font style, size, color, and orientation of the watermark. You can also play with the bold and italic options.

    How to Create a Template in Word

    If the added watermark is interfering with the document text, you should play down the watermark effect with the built-in transparency option. Either adjust the transparency percentage or use the up/down arrow to change the transparency of the watermark.

    By default, the transparency is set at 0%. In short, users have total control over the look, feel, size, and position of the watermark in Word document.

    Add Picture or Logo as Watermark

    Using the same trick above, one can apply a company logo or brand identity as a watermark in Microsoft Word too.

    1. From the same Watermark menu in Microsoft Word, select Picture instead of text.

    How to Create a Template in Word

    2. Click on Select Picture and add a picture or logo from the device.

    3. You can play with the scaling and washout option and see a live preview of the watermark from the right side.

    By default, the applied watermark is set right in the middle of a Word page. If you want to resize it or place it in a corner, you need to edit the watermark. Here’s how to do it.

    Edit Watermark’s Size and Position

    You need to use the Header & Footer menu to edit the watermark’s size and position. Go through the steps below to make changes.

    1. Select Insert in the menu bar.

    2. Go to Header > Edit Header.

    How to Create a Template in Word

    3. It will open the editing interface to make changes.

    4. Right-click on the watermark and select Size and Position.

    How to Create a Template in Word

    5. From the following menu, you can change the watermark’s height, width, rotate it to a degree, and play with the scaling option.

    How to Create a Template in Word

    6. Make relevant changes and you are good to go.

    How to Create a Template in Word

    Now you can simply drag and drop the watermark to a desired place on the page. Most people keep it at the bottom right corner of the page. The same watermark size and position change will apply to all the pages on the Word document.

    How to Remove Watermark

    Do you no longer need the watermark on a Word document? You can easily remove it by following the steps below.

    1. Open the Word document and go to the Design > Watermark menu.

    How to Create a Template in Word

    2. Select No Watermark option from the following menu and hit Ok at the bottom.

    How to Create a Template in Word

    That’s it. You have successfully removed the watermark from a Word document.

    Save Watermark as Template

    Do you frequently need to use a specific watermark on Word documents? Instead of going through lengthy steps to add and edit watermarks on every Word document, you can save the document as a template. Here is how to do it.

    1. Make all the relevant changes to a document, apply a watermark, change its color, size, and position as noted in the above steps.

    2. Click on File option in the menu bar and select Save as Template.

    How to Create a Template in Word

    3. Give it a relevant name and hit Ok at the bottom.

    From now on, whenever you want to use the same watermark, simply open the templates gallery and search for the created template. You will see the watermark-ready Word document to use.

    How to Create a Template in Word

    Wrapping Up: Personalize Microsoft Word Document With Watermark

    Go through the steps above and add a watermark to a Word document. If you need to use the same watermark frequently than ever, don’t forget to save it as a template in the Word gallery. The TechWiser team mostly uses the company logo as a watermark in a Microsoft Word document.

    How to Create a Template in Word

    Templates in Word, Excel, and PowerPoint will save you time and drive consistency in all your Office documents.

    A template in Microsoft Office document is a bit like creating a pre-printed form—you do the formatting and boilerplate text once, and then focus on filling in the unique data going forward. This can be a huge time saver, whether you’re using it internally or for other clients or customers. If this sounds good to you, then you’re in luck—you can learn how to create a template in Microsoft Word, Excel, or even PowerPoint.

    How Templates Work in Microsoft Office

    When you open up a Microsoft Office application, like Word, Excel, or PowerPoint, you have two main options: start from a blank document or start from a template. Microsoft Office comes with a number of templates built-in, as well as a plethora of templates to choose from online.

    How to Create a Template in Word

    When you choose a template, you start with a new document, but parts of the document have already been filled in and formatted. Some of the spots will be editable, and others will be permanent.

    How to Create a Template in Word

    When you save your document from a template, it doesn’t overwrite the template. You can open the same template over and over to create similar documents with consistent form and formatting.

    How does that work? Templates are saved in a different format than usual documents. A Word document is saved as .docx, for example, and a template is saved as .dotx. When you save a file as template, you can open it from the New dialog from the Personal tab and Word will know you want to create a new document based on that template, rather than opening and overwriting the template.

    How to Create a Template in Word

    Create Templates in Microsoft Word

    The way to create templates in most Microsoft Office Programs are very similar but you will get a breakdown of each one to make it simpler for you. Let’s start with Microsoft Word.

    Create your document the way you want it to look in terms of formatting, graphics, etc. Add placeholder content as needed.

    How to Create a Template in Word

    When you have are ready to save it as a template, go to the File tab and then click on Save as

    How to Create a Template in Word

    In the Save as Type drop-down list, select Word Template.

    Name the template in the File Name box and then click Save.

    Now you can use the template whenever you need it from the File –> New menu.

    Create Templates in Microsoft PowerPoint

    PowerPoint presentations can be time-consuming, creating templates for use with PowerPoint is a great way to save you some time and not have to start from scratch every time you need to create a new presentation. It also helps you create consistency and proper branding for company presentations.

    Create or Open the PowerPoint Presentation you’d like to have a template for.

    Click on the File Tab and then select Save as

    How to Create a Template in Word

    In the Save as type drop-down list, Select PowerPoint Template

    Type in the name you’d like your PowerPoint template to have in the File Name box and click Save.

    How to Create a Template in Word

    Create Templates in Microsoft Excel

    The world of spreadsheets, tables, and charts needs templates too. Here’s what you need to do to create a template in Microsoft Excel:

    Create or Open the Excel file that you would like to save as a template.

    Click on the File Tab and Select Save As

    How to Create a Template in Word

    In the Save as type drop-down list, Select Excel Template

    Type in the name you’d like your Excel template to have in the File Name box and click Save.

    How to Create a Template in Word

    Using Templates

    When creating and using templates it’s really important to remember that you should remove any text that will not be required in every document in the future. Instead, you can just put temporary placeholders wherever necessary and once you work on a new project put in the correct information for that specific project. This minimizes the chances of sending someone a document with incorrect names and stats.

    Templates make it easier for you to get through tasks and it’s also a great way to introduce new employees to how certain documents, presentations, or spreadsheets are done within the company. This gives things cohesive and professional look all across the board.

    Do you use templates? Share your tips in the comments.

    How to Create a Template in Word

    Examples
    Power Automate/Microsoft Flow
    PowerPlatform

    You’re tasked with creating a custom Word document from data in the CDS, where do you start? How do you change the data in the Word document? Well this blog post will show you how to generate a Word document invoice from a template and use Microsoft’s own connectors to solve the problem. We will also take a look at making a PDF from the document too with no third-party costs/data issues involved.

    Where to Start

    Firstly, we’re going to need four things.

    1. CDS Data
    2. File Storage (I’ll be using OneDrive)
    3. Premium Power Automate License
    4. Microsoft Word

    So, we need Microsoft Word installed, why? Well we need Word as we’re going to generate a Microsoft Word Template on our system. This will allow use to create a template that we can pass information into on Power Automate, so let’s start there.

    Microsoft Word – Template & Design

    If you’ve never made a Word Template before you will need to enable the developer features. To do this follow the steps below:

    1. Open Word
    2. Click File
    3. Select Options
    4. Click Customize Ribbon
    5. On the left column find ‘Developer’
    6. Press ‘Add >>’

    How to Create a Template in Word

    You have now enabled the developer options on your ribbon!

    From here we can now design our Word Template, essentially, we’re just making an invoice in word at the moment. I use tables to separate content easier and I suggest you doing the same. Use dummy-data to create a mock invoice (see below as an example).

    How to Create a Template in Word

    Now we have an example of our invoice we want to open the developer tab. We want to replace the dummy data with plain-text-content controls. You can see the control highlighted below and an example of what it looks like when you insert it:

    How to Create a Template in Word

    Once you have added a control in replace of some dummy-data (such as the invoice number shown above) you need to click ‘Properties’ in the Developer > Controls section on your ribbon. This will allow use to assign a Title and Tag to this control. See below:

    How to Create a Template in Word

    Why do we want to do this?

    When opening this template in Power Automate it will provide us with an option to pass data into this tag. We’re effectively naming parameters on our template in preparation for us opening this template in Power Automate. Add all of these controls and name appropriately until you’re finished. If you’re adding multiple items then name them, for example, Item1, Item2 so you know what they represent when in your Flow.

    Populating the Word Template (Generic)

    We need to add the ‘Populate a Microsoft Word template’ action to our Flow. Now, this is where things can fall apart easily. If we’re just using the same document to populate each time, then we can simply select the Location, Document Library and File. This will then give us a list of fields to populate.

    How to Create a Template in Word

    With this approach we can simply add the dynamic or static values into the fields and we’re populating the template, however, if we’re dynamically passing in the Word document we need to use the Dynamic File Schema approach. This approach is in a seperate section.

    Now, once we have populated our values, we can simply create the file with the contents of the output from our Populate a Microsoft Word template action.

    How to Create a Template in Word

    Populating the Word Template (Dynamic File Schema)

    This approach requires us to use XML/XPath to target the id of the field and populate it. The problem is that the ID’s can easily change if they’re not always the same document, so we need a way of retrieving these ID’s.

    If you pass the location in dynamically you will end up with a view like this:

    How to Create a Template in Word

    The dynamicFileSchema is where you will populate the template, however, you need to get the ID’s for this. To do so, you need the XML of the document.

    Firstly, save a copy of your Word Document, change the file type to .zip and then extract the contents. This will provide you with all of the documents used to make the Word Document. You then need to open the folder, then the ‘word’ folder and then open the document.xml file.

    Now you have the XML document open you can find the ID for the item you’re looking to populate, the example below shows you the ID we would need to populate the Customer Name on the invoice.

    How to Create a Template in Word

    We can now populate the dynamicFileSchema with the ID and the information we want to pass through. A high level look at the code we will pass will be similar to:

    An actual example for our Customer Name field will look like:

    This will target the field via the ID and pass “FlowJoe” into the customer name.

    The final result will look something like this:

    How to Create a Template in Word

    You can obviously replace “FlowJoe” with the dynamic data of your choice.

    From here you can create a populated word document using the Create File (or the SharePoint alternative) and pass the file contents through from the Populate a Microsoft Word template action.

    How to Create a Template in Word

    This will NOT work for documents that are generated as a template as the ID’s will continue to change, To handle this you will need to open the XML document on Power Automate and create a flow that extracts the ID based on the alias.

    Creating a PDF from the Template

    To generate a PDF from the Word Template, you can simply save your document into your desired location to generate the populated word document and then use the Convert File action while Selecting PDF and use the outputs in the Create File (OneDrive)/Create Item (SharePoint).

    Here’s an example if we were to use the Convert file action:

    File Name: outputs(‘Convert_file’)[‘headers’][‘x-ms-file-name’]

    File Content: body(‘Convert_file’)

    How to Create a Template in Word

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    In this chapter, we will discuss how to use templates in Word 2010. Microsoft Word template is a collection of styles which defines paragraph styles for regular text paragraphs, a title, and different levels of headings. You can use any of the already existing templates for your Word document or you can design a template which can be used for all your company documents.

    Using Existing Template

    We will now understand how to use an already existing template for your newly created word document. A template is selected at the time when you create a new blank document.

    Step 1 − To start a new document, click the File tab and then click the New option; this will display the Available Templates.

    How to Create a Template in Word

    Step 2 − Microsoft Word provides a list of templates arranged under Sample Templates or you can download hundreds of templates from office.com which are arranged in different categories. We will use Sample Templates for our document. For this, we need to click over Sample Templates; this will display a gallery of templates. You can try using the office.com option to select a template based on your requirement.

    How to Create a Template in Word

    Step 3 − You can browse a list of available templates and finally select one of them for your document by double-clicking over the template. We will select Equity Report template for our report requirement. While selecting a template for your document, you should select the Document Option available in the third column. This opens your document with predefined setting with which you can modify document title, author name, heading, etc. based on your document requirement.

    How to Create a Template in Word

    Create New Template

    You can create a fresh new template based on your requirement or you can modify an existing template and save it for later use as a template. A Microsoft Word template file has an extension of .dotx. The following steps will help you create a new template.

    Step 1 − To create a new template using an existing template, click the File tab and then click the New option; this will display the Available Templates to be selected. Select any of the available template and open it with the Template Option turned on.

    How to Create a Template in Word

    Step 2 − You can now modify an open template as per your requirements and once you are done, you can save this template with a .dotx extension which is a standard extension for Microsoft Word Templates.

    How to Create a Template in Word

    You can create a template from a new document as well. Click the File button, and click New option to open a new document. Under Available Templates, double click Blank Document to create a new document template. Save the template with a unique name and .dotx extension.

    You can save the created template anywhere you click and whenever you like to use this template, just double-click over the template file and it will open a new template based document for you.

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    How to Create a Template in Word

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    How to Create a Template in Word

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    How to Create a Template in Word

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    How to Create a Template in Word

    If you’re already a Microsoft 365 subscriber, Word is an excellent application for creating your business’s signage. You can create signs that range from basic to intricate depending on your goals and needs. The best part? With Microsoft Word, you don’t have to be an expert graphic designer to create a professional-looking sign.

    How to make signs in Word

    Because there’s such a wide variety of possibilities, there isn’t a step-by-step guide that can encompass every type of sign you might need to create. Instead, there are a few key considerations to keep in mind that will help you make your sign as successful as possible.

    Templates

    One of the easiest ways to make a sign in Microsoft Word is to use one of the included templates. You can find pre-made examples of signs, flyers, brochures, and other marketing materials in the Word template library. Instead of creating something from scratch, use a template as a starting point to create a customized sign without spending a ton of time on formatting.

    How to Create a Template in Word

    There are also third-party websites that create templates you can download and add to your Word template library. These templates usually have more intricate or modern designs than the ones Microsoft offers, so might have an easier time finding one that matches your design taste.

    Page orientation

    If you choose to start with a blank document, the first thing to consider is page orientation. Portrait orientation is best for signage with a lot of information, like flyers, posters, and infographics. Landscape orientation is ideal for signs that have minimal text but are intended to grab someone’s attention. Certificates, yard signs, and maps typically use landscape orientation.

    New documents in Microsoft Word are set to portrait orientation by default. To switch to landscape orientation, navigate to the Layout tab on the ribbon toolbar, then select Landscape from the dropdown menu under Orientation.

    Color

    As with most design materials, color plays a major role in the effectiveness of what you create. Color psychology—how the human brain responds to certain colors—can help guide you if you’re not sure what colors to use in your signage. For example, green signifies health, nature, and affluence, but it isn’t as eye-catching as red or yellow hues.

    Similarly, contrast can be a big factor in whether your sign sticks out. If you use several colors with the same tone, your sign will lack the “pop” factor that grabs someone’s attention. For the best results, use a color palette that has a balance of bright and dark colors and creates visual interest.

    The easiest way to find this balance is to pick colors from different rows in Microsoft Word’s color selection menu. The top row of light shades in the screenshot below would provide a good contrast with the shades on the bottom row, for example.

    Ultimately, printing costs may be the biggest consideration when using color in your signage. Black and white print jobs are usually less expensive than printing in full color, so color might not be an option if you’re trying to stretch your budget. In this case, pay careful attention to the other elements of your design: shapes, space, lines, and typography. You can still have a successful design without color if you use these elements strategically.

    Typography

    You don’t necessarily need to include typography in your sign if your goal can be accomplished by using symbols like arrows, emojis, or icons. However, sometimes text is needed to provide context or clarification. You should use enough text to get your message across, but not too much that it clutters the sign. If you have a lot of information to include, consider putting it on a web page and creating a QR code or shortened URL that someone can access from a mobile device.

    Typography font, size, and formatting are also important considerations. For example, a lightweight script font can connote elegance and sophistication, whereas bold block lettering can signify urgency and importance. Play around with different typography styles like the ones in the screenshot below to create balance and guide a viewer’s eye across your sign.

    How to Create a Template in Word

    Graphics

    Especially if your sign is limited in terms of typography and color, graphics can make your sign more effective. Shapes, icons, and photos are examples of simple graphic elements that can elevate your sign without much effort. If you really want to take your design to the next level, consider using a 3D model, Smart Art, or chart to create a visual representation of the information you want to communicate through your sign.

    You can find all of these options under the Insert tab of the ribbon toolbar:

    Similar to typography, however, too many graphics on a sign can be overwhelming and detract from your ultimate goal. In general, it’s best to reserve thirty to forty percent of your design for empty white space.

    Alternative graphic design tools

    Microsoft Word is a versatile tool that can help you create a wide range of signs, but at the end of the day it’s still a word processing application and not specifically intended for graphic design. Thankfully, you don’t need a professional graphic design application like Adobe InDesign to create advanced signs. There are a number of design tools like Canva, Crello, and Snappa that are specifically for non-designers.

    As you can see in the screenshot above, these tools offer bigger libraries of professionally-designed templates. Some, like Canva, also offer high quality printing services. If you step outside the Microsoft suite of tools, you can create signs that are even better than what you can create with Word.

    This article was originally published on November 4, 2009. It was updated by Kaiti Norton.

    Using a Template

    How to Create a Template in Word

    Lesson 23: Using a Template

    Introduction

    How to Create a Template in Word

    A template is a predesigned document you can use to create documents quickly without having to think about formatting. With a template, many of the larger document design decisions such as margin size, font style and size, and spacing are predetermined. In this lesson, you will learn how to create a new document with a template and insert text into it.

    Creating a new document with a template

    Templates can help you create a more professional and visually appealing document. With Word’s large selection of templates, you’ll likely find one to suit your purpose—whether you’re creating a business card or a simple award certificate. To use templates, you’ll need to know how to create a new document with a template and how to insert text into the template.

    To insert a template:

    1. Click the File tab to go to Backstage view.
    2. Select New. The New Document pane appears.
    3. Click Sample templates to choose a built-in template, or select an Office.com template category to download a template.

    Use caution when downloading Office.com templates. Some of them are uploaded by people not affiliated with Microsoft, and Microsoft cannot guarantee that these templates are free from viruses or defects. For these templates, you’ll see a warning message before downloading them.

    Entering information into a template

    To insert text into a template:

    Templates include placeholder text that is surrounded by brackets. To personalize your document, you’ll need to replace the placeholder text with your own text.

    Some templates simply use regular text as the placeholder text, rather than the traditional placeholder text with brackets. In these cases, delete the text and type in your own text.

      Click the text you want to replace. The text will appear highlighted, and a template tag will appear.

    For some fields, there’s a drop-down arrow you can use to select information rather than type it. For example, a date field will show a calendar so you can choose the date more easily.

    To change prefilled information:

    In some templates, your name or initials will be automatically added. This is known as prefilled information. If your name or initials are incorrect, you’ll need to change them in Word Options.

    1. Click the File tab to go to Backstage view.
    2. Click the Options button. The Word Options dialog box appears.
    3. Enter the user name and/or initials in the General section, then click OK.

    If you are using a public computer, such as one at a library, you may not want to change these settings.

    Using Word to create template to use in Outlook

    I have created a Word template that uses content controls. Some of the controls repeat data from an earlier control using Quick Parts. Everything works in Word, but when I copy/paste it to Outlook to create the template there for easier sending capability; the repeating data stops working. How can I fix that?

    Hi @KeeneyKokValerie-0109,
    Have you got your issue fixed?
    I’m writing to see if you have any update about this issue.
    If you think my reply is helpful to you, please remember to accept it as an answer.

    7 Answers

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    Word has two features that do what you want. (This is a Word forum.) The first is Content Controls. The second is MacroButton Fields. Both work well in Word and can be saved in AutoText or other QuickParts.

    I have no idea whether either will work in Outlook but you can certainly try. Here is a link to my free Add-In to assist with inserting MacroButton Field Prompts.

    Otherwise, you may have to compose your message in Word and copy-paste to Outlook or send as an attachment.

    Before going further, what’s the version of your Outlook? (File > Office Account > About Outlook). Please make sure you have upgraded your Outlook to the latest version.

    Guessing you are doing operations like below, right?

    Create content controls and add the repeated data via Quick Parts
    How to Create a Template in Word

    Create a new Outlook email message and copy the content controls to Outlook

    Select this content control and Save Selection to Quick Part Gallery in Outlook
    How to Create a Template in Word

    Then, we could quickly add repeated data via Quick Parts in Outlook
    How to Create a Template in Word

    After finishing editing, we could save it as an Outlook template file via File > Save As > Select Save As type as Outlook template.

    Try sending email messages with the new-saved Outlook template.

    I tested in my Outlook 365 with all those operations above, everything seems just work fine without any issues.

    As I know, all Quick Parts in Outlook are saved in NormalEmail.dotm file and if there is something wrong with your NormalEmail.dotm file, issues like yours might happens. So, please try to exit your Outlook desktop client, rename the NormalEmail.dotm file as Normalemail.old, restart your Outlook client to re-add your Quick Part in Outlook and see if your issue could be resolved.

    You could find your NormalEmail.dotm file via drive:\Users\ \AppData\Roaming\Microsoft\Templates

    If an Answer is helpful, please click “Accept Answer” and upvote it.
    Note: Please follow the steps in our documentation to enable e-mail notifications if you want to receive the related email notification for this thread.

    I have Office 365.

    Not exactly. I have not yet learned how to create what I want in Outlook. What I was doing was creating the document in Word and then copying it over to Outlook. All of the functions except one transfer across. I did further research and it turns out that Word Quickparts cannot work in Outlook. I believe I would need to build the document directly in Outlook, but when I try, it does not turn out how I need it to. I need certain words to be entered and then repeated at intervals throughout the body of the text. I have yet to figure out how to do that.

    From your answer above, it appears that I have to create my Quickparts separately and before I create the body of the email?

    Hi @KeeneyKokValerie-0109,
    Yes, you are right, before doing other operations, you have to create your Quickparts in Outlook separately.

    I haven’t tried to do this yet; the holidays took me away from working on it. I have other work to catch up on and then I will try this.

    So Jeff, I don’t know if I’m doing this wrong or what, but this isn’t working. I save the info as a QuickPart, but when I insert it into the body of my email, it does not perform the way I need it to. I want a field that will blank when you click into it to enter the data. This does not. This simply puts the words from the QuickPart in and when I click on it, nothing blanks and I end up typing into the words. I also need this field to copy itself to several other locations within the same email.

    To give you better context, here is a sample. The red underlined areas are the places where I need the data to be duplicated from the first field entered. I have removed company and personal names for privacy reasons.

    SubContractorName was involved in Choose an item. at site Click or tap here to enter text. on Click or tap to enter a date.. The crew involved in this safety incident is suspended (stood down) and is barred from performing work on all sites and projects. This suspension shall remain in effect until released in writing by .

    During this suspension it is expectation that PrimeGCName will police and secure this SubContractorName jobsite to mitigate all existing and potential hazards (if this will take longer than the end of the day please notify for any additional time that may be needed). It is expectation that SubContractorName proactively manage this investigation, including the procurement of all documentation requested below. SubContractorName should work with PrimeGCName on concerns and deliverables.

    Concerns:
    1. Click or tap here to enter text.
    2. Click or tap here to enter text.
    3. Click or tap here to enter text.

    Sorry, apparently this system doesn’t allow for highlights or underlines? SubContractorName and PrimeGCName are the data entry fields that I need to both blank and repeat. Thanks!

    I think my co-worker has decided to just keep this as a Word doc and then copy/paste. If I can figure out how to do this in Email, I will try that down the road. For now, what I’ve come up with will have to do. I appreciate the information.

    question details

    4 people are following this question.

    Looking for a way to repeat text in Ms Word? This simple guide is for you! Microsoft Word is a great word processing tool. In everyday life, computer users are much familiar with creating letters, documents and presentations. For a simple word processing, Ms Word would be a best choice to work with.

    For simple and static documents, users don’t usually include dynamically populated text. They are used to with simply typing the documents statically. But at times there may be a lot of information needs to be auto-populated in a document. Ms Word 2019 has built-in feature to repeat or auto populate certain text throughout the document.

    Repeat text in Ms Word with document property fields

    To keep it simple, lets see a readily-available option in Word for repeating certain text. Start with a blank Microsoft Word document, go to the “Insert” tab on the Ribbon. Now click on the “Quick Parts” option available in the “Text” group at the right side. Then hover over the “Document Property” option at the bottom. There, you will find 15 predefined properties such as “author”, “abstract”, “category” etc. See the Figure 1 below:

    How to Create a Template in Word Figure 1

    At first, these properties look simple but in reality these are very useful instead. You can then click on any property you want to insert in your document. After inserting any property, change its value i.e. change the text as per your needs. Then copy/paste the same fields wherever you want to repeat the same text in the document.

    Every time you change the text of any property, the same text will then be auto-populated throughout the document.

    What’s next?

    There are other methods available too to repeat text in Ms Word. Though this is a most robust, dynamic and readily available option. Other methods will be discussed in the next post. A short screen cast is given below to highlight the whole procedure. Check it and I hope it helps. Share your thoughts in comments below, thank you 🙂

    This Word tutorial explains how to create a new template from a blank document in Word 2007 (with screenshots and step-by-step instructions).

    Question: In Word 2007, how do I make a template file from scratch?

    Answer: You’ll need to first create a blank document. To do this, click on the Microsoft Office button in the top left of the Word window and then click on New from the popup menu.

    How to Create a Template in Word

    Select Blank document and then click on the Create button.

    How to Create a Template in Word

    Apply whatever formatting or text that you’d like to see in the template. In our example, we’ve customized the header and footer and changed the margins.

    How to Create a Template in Word

    Then click on the Microsoft Office button in the top left of the Word window and then click on Save As > Word Template from the popup menu.

    How to Create a Template in Word

    When the Save As window appears, click on Trusted Templates in the left window. Then enter a file name for the template and click on the Save button.

    How to Create a Template in Word

    Now you can close the template file. To do this, click on the Microsoft Office button in the top left of the Word window and then select Close from the popup menu.

    How to Create a Template in Word

    In just about every role in a legal office, you’ll find yourself creating multiple documents for clients, cases, and financial purposes. Each type of document will often require the same format with headings, logos, font types, spacing, and more.

    Create templates and save for company-wide use to keep specific designs and stylings in place and ready to go. This one step can shave several minutes off the time it takes to produce each document, allowing you to work faster with less chance for serious errors.

    Why are templates critical to a law office?

    Traditionally, it’s not uncommon to “Find, Rename and Modify” old documents to input new information. However this leaves a lot of room for error, and there’s a high risk of carrying over metadata from the previous file. Not to mention that this is a slow and unwieldy process.

    Here’s a step-by-step guide to creating templates that will help you work more efficiently.

    Start fresh

    It can be tempting to use an existing document and build your template from there. Resist the temptation. Format changes and inconsistencies in that document will follow you into the next and increase the chance for mistakes.

    Instead, start your template this way:

    1. Click File > Save As
    2. Double-click Computer or This PC in Office 2016 programs
    3. Name your template
    4. Choose your document type
    5. Save and you’re done

    Now you have a fresh, new template to begin perfecting for present and future purposes.

    Note: This process works for the following programs: Excel, Word, PowerPoint, Access 2016 and 2013 editions along with Visio Standard 2016 and Visio 2013.

    You can also use templates from earlier versions of Office in 2013 and 2016 by saving the files to the Custom Office Templates folder. If you are working in an older version of Office, use this guide for templates in Word 2003.

    Formatting the default document template

    When you open Word, a variety of settings are in place, including font (Calibri), size (11) and basic margins (1” all around) on the default document. If you know that your work documents require different settings, you can change these easily.

    For default font:

    Right-click anywhere on the page of your brand new template

    1. Click Font
    2. Set your preferred font style and size in the Font Dialogue Box
    3. Click “Save as Default” in the bottom left corner
    4. Choose whether you want to set this as the default for this template only, or for all documents

    How to Create a Template in Word

    For default margins:

    1. Click the Layout tab
    2. Click the small arrow under Margins
    3. Set your preferred margins
    4. Select “Set as Default” in the bottom left of the dialogue box

    You can open and set the Paragraph Indents and Spacing defaults the same way

    Nearly every spacing, font or style option can be set as a default, just look for the “Save as Default” option in the dialogue box when setting your preferences.

    Setting up styles

    Once you have the default settings in place, you can set up your styles. The Styles function allows you to create customized format options or modify existing formats which include font, color, and indentation options applied to headings, titles, lists, etc.

    To set up the styles in Word 2016:

    1. Format text the way you want, selecting font, size, color, and more
    2. Select your formatted text
    3. Right-click the text (the Font dialogue box will open)
    4. Click the arrow next to the styles gallery
    5. Choose the Create a Style option
    6. Choose a name for your style and click Ok

    You can create as many styles as you need. Then when it’s time to use one type of heading or text in your document, the pre-designed style is already there.

    More quick tips

    • Name each template and style change you make with a highly descriptive title. For example, if you’re a virtual paralegal juggling several clients, you’ll want to save headings and templates based on the name of each client and the type of document it goes to.
    • If, at any point, you need to revert to the original default Word template, just look for the Normal template.
    • Use the Insert tab to add blank pages and cover pages or to modify the Header, Footer and Page # preferences.

    What time-saving tips do you use for your documents and templates? Let us know in the comments!

    How to Build Forms in Word

    How to Create a Template in Word

    You can use Word to create interactive digital forms that other people can fill out on their computers before printing or sending them back to you. It takes a little preparation but keeps you from having to decipher messy handwriting! Some of the tools you will use when creating a form include:

    • Templates: Forms are normally saved as templates so that they can be used again and again.
    • Content controls: The areas where users input information in a form.
    • Tables: Tables are often used in forms to align text and form fields, and to create borders and boxes.
    • Protection: Users can complete the form fields without being able to change the form’s text and/or design.

    Show the Developer Tab

    Before you can create a form, you’ll need to turn on the Developer tab to get access to the advanced tools.

    How to Create a Template in Word

    The Word Options window opens.

    Click the Customize Ribbon tab on the left.

    The column on the right controls which ribbon tabs are enabled.

  • Check the Developer check box.
  • Click OK.

    How to Create a Template in Word

    The Developer tab now appears on the ribbon. In addition to advanced tools for macro recording, add-ins, and document protection, we now have access to form controls.

    Create a Form

    Once you’ve enabled the Developer tab, and created the layout and structure of the form, you can start adding form fields to your document with Content Controls.

    1. Place the text cursor where you want to insert the form field.
    2. Click the Developer tab on the ribbon.

    The Controls group contains the different kinds of content controls you can add to a form, as well as the toggle button for Design Mode.

    Click the Design Mode button in the controls group.

    While Design Mode is active, controls you insert won’t be active, so clicking a check box to move it around won’t also check it. You can also customize placeholder text for some controls.

    How to Create a Template in Word

    Click a Content Control buttons to insert the selected type of control.

    The content control is inserted.

    Select a form field and click the Properties button on the ribbon to edit a control’s options. Depending on the type of control you’ve inserted, you can change its appearance, set up the options in a list, or lock the control once edited.

    When you’re done, click the Design Mode button again to exit Design Mode.

    How to Create a Template in Word

    You leave Design Mode, and the content controls that you’ve inserted can now be used.

    Types of Form Controls

    There are many different types of form controls you can add to a form that will allow people to add different types of responses.

    Form Content Controls
    Rich Text A text input field that allows for rich text formatting.
    Plain Text A text field limited to plain text, so no formatting can be included.
    Picture Accepts a single picture.
    Building Block Gallery Shows a gallery of formatted design choices from the Quick Parts gallery.
    Combo Box Creates a list that users can edit directly.
    Drop-Down List Users choose from several selections that appear by clicking the list arrow.
    Date Picker Users select a date and the control automatically formats the date’s appearance.
    Check Box Inserts a check box into a form.
    Legacy Tools Contains the form controls from previous versions of Word.

    Finalize a Form

    When you’re ready to distribute a form so others can fill it out, you can restrict the form so that content controls cannot be removed or changed by those filling it out.

      Click the Restrict Editing button on the Developer tab.

    The Restrict Editing pane appears on the right.

  • Check the Editing restrictions check box.
  • Click the Editing restriction list arrow.
  • Select Filling in forms.

    When this option is enabled, the only change that anyone else can make to this document is the filling in of form fields. They won’t be able to move, delete, or edit the fields themselves until protection is turned off.

    How to Create a Template in Word

    Click the Yes, Start Enforcing Protection button.

    A password is not required to start enforcing protection, but you can add one if you’d like to prevent just anyone from turning this protection off.

    Enter a password (optional), then click OK.

    How to Create a Template in Word

    The document is now restricted, and anyone you send it to will only be able to fill in the forms.

    How to Create a Template in Word

    FREE Quick Reference

    Free to distribute with our compliments; we hope you will consider our paid training.

    Multiple choice test template for Microsoft Word is a popular way to recognize the strength of the student’s brain present in class. It is a common practice in all educational institutions to test the students upon their skills and competency for their better future.

    Test templates help you get the work done easily and faster. It is efficient and allows all kinds of professionals to create a multiple-choice test without any extra effort. You do not have to type each question with numbering it but the multiple choice test template for work helps you instead. It works best for the teachers and the schools to format the tests for the students. You will have answer options with various techniques in this template. When you create the test templates yourself, it can odd out in the document but with the help of these templates, you are able to align them perfectly. Test templates help you maintain professionalism and have an effective outcome. You may also like the School Schedule Template.

    The template is adjustable depending on the length of the test, the nature of the test, and how the answers should be submitted for the test.

    How to Create a Template in Word

    Table of Contents

    How To Use Multiple Choice Test Template?

    You can easily customize and manage the word multiple choice templates by making changes to them accordingly. There are various options that will be present for you so you just need to select amongst them. Here are some of the steps which you can follow to get the best template for the multiple-choice test. You should also check the Daily Time Study Spreadsheet.

    • Surf and choose a template.
    • Type the text on the template. You can also copy/paste the questions if you have it written already but the best option would be to type it.
    • You can make changes with the format of the answer.
    • Each template would have a different answer sheet so it depends upon which kind of test you are making and how many choices you wish to add. Sometimes, people like to add five choices where others would prefer four. So it is easily customized according to the user’s preference.

    Important Tips for Multiple Choice Test Template For Word

    As there are various templates, it can be difficult to choose the best one. A good example would be that if you have a long test, and then choose a template which has a small font so you have more space to write the questions and answers. It helps you write as much as you want and accomplish the test how you wish to. Similarly, with the shorter tests, you would want big fonts and some space in between. You can customize it through various ways such as adding information about the test at the top and add the logo of the school to make it look more professional. There should be a space to add information of students such as name, class, date and etc. You have to create lines at the top so it is easy for you to recognize when you are checking the paper. You can also free download the Semester Schedule Template.

    By How to Create a Template in WordManisha Sharma

    How to Create a Template in Word

    Create Excel Template (Table of Contents)

    Create Templates in Excel

    We have different types and categories of templates available in Excel, which we can be accessed from the File menu ribbon’s New section. This has a different types of Templates such as Business, Calendar, Budget, Planner, Financial Management, etc. To create customize templates other than these, we can use Data Validation for drop-down, Table, Images and give them proper header names. We can also insert a logo for our template. To standardize the template, always fix the theme or template, and visuals should see the purpose of creation.

    Excel functions, formula, charts, formatting creating excel dashboard & others

    How to create Templates?

    Templates can be made by saving an excel file with a specialized extension and then saving the file in a specified directory.

    What type of content can be stored as a Template?

    Text data can be stored as a template. Various sections of a document, such as page titles, column and row labels, text and section headings, any cell in Excel that contains text or numbers, or any kind of data, can all be included in a template. We can also include any graphical shapes, logos of companies, or any background image and even Excel formulae.

    The type of text formattings such as font or color, or size can be saved as a template along with the data. Formats of cells or worksheets, such as column width or background fill color or alignment of text and even formats of numbers and dates, and a number of sheets can be saved in templates.

    What are the advanced features that can be saved as Templates?

    All hidden and protected areas such as locked cells that cannot be altered and hidden columns and rows, or even worksheets that may contain data that is not meant for general view.

    All Macros are specially customized toolbars that may contain frequently used options; macros, as well as the quick access toolbar, can be saved as templates.

    How to Create Templates in Excel?

    To create a template in recent versions of Excel, there is actually very little work that has to be done.

    Folders are used to store the related document in a single place on your computer drive. Microsoft Word allows you to create a new folder while you are working in a current Word document.

    Note: Using the below steps, you can create a folder in Microsoft Word 2007, 2010, 2013, 2016, and 2019.

    In Microsoft Word, you can create a folder using the following two methods –

    Method 1: Using Save As dialog box

    Microsoft Word allows you to create a folder using Save As dialog box. Follow the below mentioned easiest steps to create a folder.

    Step 1: Open the new or an existing Word document.

    Step 2: Click on the File Tab at the top left corner of the document. A list of file options will appear in which click on the Save As option.

    How to Create a Template in Word

    Step 3: A Save As dialog box will appear on the screen. Browse the location where you want to create a folder and click on the New folder button, as shown in the screenshot given below.

    Step 4: Type the name for the new folder and press the Enter key from the keyboard.

    Note: In the folder name, you can not use slashes, colons, semicolons, dashes, and other special characters.

    Step 5: Click on the Open button to open the new folder.

    Step 6: Click on the Save button to save your document to the newly created folder.

    Method 2: Create a new folder in a Word document using File Explorer

    Follow the below steps to create a new folder using File Explorer –

    Step 1: Open the File Explorer by pressing Window logo + E keys from the keyboard.

    Step 2: Browse the location where you want to create a folder. Press Ctrl + Shift + N keys from the keyboard or click on the New folder option, as shown on the screenshot below.

    Step 3: Type the name of the folder that you want to create and press the Enter key from the keyboard.

    Save your document in the newly created folder

    Once you create a new folder, you can also save your current Word document in the newly created folder.

    Follow the below steps to save your document in the newly created folder –

    1. Open the new Word document.
    2. Click on the File tab at the top left corner of the screen, a list of file options will appear on the screen. Click on the Save As option.
    3. Browse your new folder location. Click on the folder. Enter your document name in the File name text box and click on the Save button at the screen’s bottom.

    Now, you can see that your current document is saved in the newly created folder.

    Taking care of business, one python script at a time

    How to Create a Template in Word

    Introduction

    In a previous post, I covered one approach for generating documents using HTML templates to create a PDF . While PDF is great, the world still relies on Microsoft Word for document creation. In reality, it will be much simpler for a business user to create the desired template that supports all the custom formatting they need in Word versus trying to use HTML + CSS . Fortunately, there is a a package that supports doing a MS Word mailmerge purely within python. This approach has the advantage of running on any system – even if Word is not installed. The benefit to using python for the merge (vs. an Excel sheet) is that you are not limited in how you retrieve or process the data. The full flexibility and power of the python ecosystem is at your finger tips. This should be a useful tool to keep in mind any time you need to automate documentВ creation.

    Background

    The package that makes all of this possible is fittingly called docx-mailmerge. It is a mature package that can parse the MS Word docx file, find the merge fields and populate them with whatever values you need. The package also support some helper functions for populating tables and generating single files with multiple pageВ breaks.

    The one comment I have about this package is that using the term “mailmerge” evokes a very simple use case – populating multiple documents with mailing addresses. I know that the standard Word approach is to call this process a mailmerge but this “mailmerge” can be a useful templating system that can be used for a lot more sophisticated solution than just populating names and addresses in aВ document.

    Installation

    The package requires lxml which has platform specific binary installs. I recommend using conda to install lxml and the dependencies then using pip for the mailmerge package itself. I tested this on linux and Windows and seems to work fine on bothВ platforms.

    That’s it. Before we show how to populate the Word fields, let’s walk through creating the Word document.

    Word MergeВ Fields

    In order for docx-mailmerge to work correctly, you need to create a standard Word document and define the appropriate merge fields. The examples below are for Word 2010. Other versions of Word should be similar. It actually took me a while to figure out this process but once you do it a couple of times, it is prettyВ simple.

    Start Word and create the basic document structure. Then place the cursor in the location where the merged data should be inserted and choose Insert -> Quick Parts ->В Field.

    From the Field dialog box, select the “MergeField” option from the Field Names list. In the Field Name, enter the name you want for the field. In this case, we are using Business Name.

    How to Create a Template in Word

    Once you click ok, you should see something like this: > in the Word document. You can go ahead and create the document with all the neededВ fields.

    SimpleВ Merge

    Once you have the Word document created, merging the values is a simple operation. The code below contains the standard imports and defines the name of the Word file. In most cases, you will need to include the full path to the template but for simplicity, I am assuming it is in the same directory as your pythonВ scripts:

    To create a mailmerge document and look at all of theВ fields:

    To merge in the values and save the results, use document.merge with all of the variables assigned a value and document.write to save theВ output:

    Here is a sample of what the final document will lookВ like:

    How to Create a Template in Word

    This is a simple document but pretty much anything you can do in Word can be turned into a template and populated in thisВ manner.

    ComplexВ Merge

    If you would like to replicate the results onto multiple pages, there is a shortcut called merge_pages which will take a list of dictionaries of key,value pairs and create multiple pages in a singleВ file.

    In a real world scenario you would pull the data from your master source (i.e. database, Excel, csv, etc.) and transform the data into the required dictionary format. For the purposes of keeping this simple, here are three customer dictionaries containing our outputВ data:

    Creating a 3 page document is done by passing a list of dictionaries to the merge_pages function:

    The output file is formatted and ready for printing or furtherВ editing.

    PopulatingВ Tables

    Another frequent need when generating templates is efficiently populating a table of values. In our example, we could attach an exhibit to the letter that includes the customer’s purchase history. When completing the template, we do not know how many rows to include and the challenge of naming each field would get overwhelming very quickly. Using merge_rows makes table population much easier.

    To build out the template, create a standard Word table with 1 row and insert the fields in the appropriate columns. There is no special formatting required. It should look something likeВ this:

    Next, we need to define a list of dictionaries for each item in theВ table.

    The keys in each dictionary correspond to the merge fields in the document. To build out the rows in theВ table:

    In this example, we pass a dictionary to merge by passing the two ** . Python knows how to convert that into the key=value format that the function needs. The final step is to call merge_rows to build out the rows of theВ table.

    The final result has each row populated with the values we need and preserves the default table formatting we defined in the templateВ document:

    How to Create a Template in Word

    Full CodeВ Example

    In case the process was a little confusing, here is a full example showing all of the various approaches presented in this article. In addition, the template files can be downloaded from the github repo.

    Conclusion

    I am always happy to find python-based solutions that will help me get away from using MS Office automation. I am generally more proficient with python and feel that the solutions are more portable. The docx-mailmerge library is one of those simple but powerful tools that I am sure I will use on many occasions in theВ future.

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    How to Create a Template in Word

    First, you will need to complete an order form. It’s not difficult but, in case there is anything you find not to be clear, you may always call us so that we can guide you through it. On the order form, you will need to include some basic information concerning your order: subject, topic, number of pages, etc. We also encourage our clients to upload any relevant information or sources that will help.

    How to Create a Template in Word

    Once we have all the information and instructions that we need, we select the most suitable writer for your assignment. While everything seems to be clear, the writer, who has complete knowledge of the subject, may need clarification from you. It is at that point that you would receive a call or email from us.

    How to Create a Template in Word

    As soon as the writer has finished, it will be delivered both to the website and to your email address so that you will not miss it. If your deadline is close at hand, we will place a call to you to make sure that you receive the paper on time.

    Here, we demonstrate how to properly create a letterhead template. With this method, when you go to the second page, whether because you kept typing and an automatic page break occurs, or because you manually insert a page break or next-page section break, your second page doesn’t have to contain your logo.

    We demonstrate how to properly place names of partners or principles in the left- or right-hand columns, and how to make the different margin settings that such a layout requires. Click here to go right to that special layout.

    Step 1. Lay Out the First Page

    Create a new, blank document. Hit your Enter key a few times, then type:

    and hit Enter. This provides some sample text. Hit Ctrl+Enter to insert a page break.

    From the menu, choose File Page Setup. Click the Layout tab, and check the Different First Page checkbox, as shown in the figure below.

    How to Create a Template in Word

    Now, hit Ctrl+Home to get back to the top of the document. Place your logo and other components, as desired, into the header. Access the header by choosing View Header and Footer from the menu.

    Generally, letterhead components consist of:

    Street address (and mailing address, if different)

    Telephone numbers and fax numbers

    Tip. Whenever possible, place your logo in-line with text. This helps to keep it in place, regardless of your layout. If you want your logo on the left and other components on the right, insert a two-column table.
    Tip. Generally, the first-page of a letter does not have page numbering; but you may want to insert page numbering in the second-page footer.

    How to Create a Template in Word

    Tip. Note how the First Page Header says ‘First Page Header’ right at the top. The Second Page Header will simply say ‘Header’.
    Tip. If you want to break up your address lines, you can use Insert Symbol from Word’s menu and choose Wingdings as the font. There are all kinds of symbols from which you can choose. Above, we chose a symbol that looks like a simple bullet and colored it to match our logo color. These separations make your information easier to read.

    Step 2. Lay Out the Second Page

    Use the Show Next button on the Header and Footer toolbar to go to the Second Page Header.

    Place the components you’d like to appear on second and subsequent pages of your correspondence into the header, such as a smaller version of your logo.

    Hit the Switch Between Header and Footer button on the Header and Footer toolbar to get to the second page footer.

    Insert any components you’d like; usually just a page number. The best method for inserting page numbers is by using the Insert Page Number button on the Header and Footer toolbar.

    Step 3. Close Up and Save

    Now, just close the Header and Footer toolbar and delete the page break and the sample text you inserted.

    Hit File Save as, and choose Document Template from the Files of Type box.

    How to Create a Template in Word

    Change the name of your template to something meaningful, such as Letterhead, and hit Save. All done!

    OfficeArticles.com debuted on May 26, 2005.

    OfficeArticles.com provides examples of Formulas, Functions and Visual Basic procedures for illustration only, without warranty either expressed or implied, including but not limited to the implied warranties of merchantability and/or fitness for a particular purpose. The Formulas, Functions and Visual Basic procedures on this web site are provided “as is” and we do not guarantee that they can be used in all situations.

    Access®, Excel®, FrontPage®, Outlook®, PowerPoint®, Word® are registered trademarks of the Microsoft Corporation.

    © 2005 – 2022 by MrExcel Publishing. All rights reserved.

    This tutorial shows how to create headings in Microsoft Word. First, we’ll look at how to create headings using Word’s built-in styles. Then, we’ll look at how to customize Word’s built-in heading styles to your preferred font, font size, alignment, and color.

    Do you want to create your own custom heading styles separate from Word’s built-in styles? Check out “How to Create a Custom Heading Style in Microsoft Word” and “How to Create a Custom Heading Style in Microsoft Word for Mac.”

    Or, do you want to add numbers to your headings? Check out “How to Add and Modify Heading Numbers in Microsoft Word (PC & Mac).”

    Quick Links:

    Before jumping to the tutorial, let’s discuss the importance of using Word’s heading styles.

    Why Are Heading Styles Important?

    You can make any text in Word look like a heading by using a large font size. However, you won’t have access to several important features if you use a large font size rather than Word’s official heading styles. For example, Word’s heading styles help you perform the following tasks:

    • Create an automatic or custom table of contents
    • Create bookmarks in a PDF using Adobe Acrobat
    • Use Word’s outline feature
    • Use Word’s Navigation pane

    Most importantly, screen reading software can identify your heading hierarchy based on Word’s styles. If you only use a large font size for headings, people who use screen readers will have less information about how your document is organized.*

    This tutorial’s companion video shows all the steps in real time.

    Watch more than 150 other writing-related software tutorials on my YouTube channel.

    The images below are from Word for Microsoft 365. The steps are the same in Word for Microsoft 365 for Mac (a.k.a., Word for Mac), Word 2021, Word 2019, and Word 2016, and similar in Word 2013 (PC only).

    How to Create Headings Using Word’s Built-In Heading Styles

    The following steps show how to create headings using Word’s built-in styles.

    1. Select the text you want to turn into a heading. (Or, move your cursor to a blank line where you want to type your new heading during the next step.)

    Figure 1. Selected text

    1. Select the Home tab in the ribbon.

    Figure 2. Home tab

    1. Select the appropriate heading level in the Styles group. (If you didn’t select existing text during step 2, type your new heading text after making your selection.)

    Figure 3. Heading styles

    The selected text will be formatted with the new heading style immediately.

    Figure 4. Text with Heading 1 style

    1. Deselect the heading and then press Enter (PC) or Return (Mac) on your keyboard to move your cursor to the next line. The heading formatting will automatically turn off.

    5. Save your file to save your new heading.

    How to Customize Word’s Built-In Heading Styles

    The following steps show how to customize the built-in heading styles in an individual Word document.

    There are many ways to change styles in Word. For this tutorial, we’ll stick with the basics: font, font size, emphasis (i.e., bold, italic, or underlined), color, alignment, spacing, and indentation.

    1. Select the Home tab in the ribbon (see figure 1).
    2. Right-click (PC) or Control-click the heading level in the Styles group, and then select Modify from the shortcut menu.

    Figure 5. Modify option

    1. Make all necessary formatting changes in the Modify Style dialog box. Here are the eight basic modifications:

    A. Font

    B. Font size

    C. Emphasis

    D. Font color

    E. Alignment

    F. Line spacing

    G. Spacing before and after

    H. Indentation

    Figure 6. Formatting options

    1. (PC Users) Select Only in this document to ensure that your customized style is limited to your current document.

    Figure 7. Only in this document option

    1. (Mac Users) Ensure that Add to template is not selected to limit your customized style to your current document.

    Figure 8. Add to template option (Mac)

    1. Ensure that Automatically Update is notselected. (If Automatically Update is selected, you won’t be able to edit the styles of individual same-level headings.)

    Figure 9. Automatically update option

    1. Select the OK button.

    Figure 10. OK button

    Your changes will be applied to all existing text using the heading style you just customized.

    1. Save your file to save your changes.

    Related Resources

    *Visit “Make Your Word Documents Accessible to People with Disabilities” from the Microsoft Office Support website for an in-depth list of ways to make your document accessible to the widest audience.

    Microsoft Lists help you organize, collaborate, and share the information you care about.

    You can create and share lists that help you track issues, assets, routines, contacts, inventory, and more. Start from the Microsoft Lists app, Microsoft Teams, or SharePoint using a template, Excel file, or from scratch.

    This article discusses the list templates that are included with Microsoft 365. Find out how to create a list from a template.

    List templates

    Templates help you create lists using pre-configured layouts that include columns, color formatting, and data structure. You can customize each list to fit your situation by changing the formatting to highlight important data, configuring forms to see more at a glance, and setting reminders to keep you and your team up to date on what’s happening.

    ​​​​Once you create a list based on a Microsoft Lists template, you have options for customizing it to meet your organization’s specific needs. Learn more about editing lists, customizing the columns, and changing the column order. To learn more about list items, see Add, edit, or delete list items.

    Select one of the List templates below for details about the columns for the new list that you’ve created.

    The Asset manager template helps you keep track of physical assets that your team is using so you know who has which asset, which assets are in repair, and what the check-in and check-out dates are for each.

    List column details

    Identification number of the asset

    Single line text

    Choose from available, reserved, in use, in repair or retired

    Manufacturer of the asset

    Model/make of the device

    Single line text

    Choose the type of asset

    Choose the color of the asset

    Serial number associated with the asset

    Single line text

    Enter a date the asset was purchased

    The purchase price of the asset

    Order or invoice number for the asset

    Single line text

    Name or email of person currently using the asset

    Name or email of person who last used the asset

    Date the asset will be returned

    Notes about the current condition of the asset

    How to Create a Template in Word

    Create a Template in OneNote: Overview

    You can create a template in OneNote from pages you make or from existing templates you modify. To create a template in OneNote, navigate to the page you want to use to create the template. Then open the “Templates” pane. To do this, click the “Page Templates” button in the “Pages” group on the “Insert” tab in the Ribbon. Alternatively, click the drop-down below the same button and select the “Page Templates” command.

    Then click the “Save current page as template” link at the bottom of the pane. Doing this then launches the “Save As Template” dialog box. Then enter a name for your template into the “Template name:” textbox. You can check the checkbox to make the template the default for any new pages created in the existing section.

    How to Create a Template in Word

    Create a Template in OneNote – Tutorial: A picture of a user saving a custom template in OneNote 2016.

    When you are ready, click “Save” to save the new template. OneNote will save the template into a category called “My Templates.” It will be accessible in the “Templates” pane with all the other templates. To delete a custom template, right-click the name of the template within the “Templates” pane. Then choose the “Delete” command from the pop-up menu that appears.

    Create a Template in OneNote: Instructions

    1. To create a template in OneNote, navigate to the page you want to use to create the template.
    2. Then open the “Templates” pane by clicking the “Page Templates” button in the “Pages” group on the “Insert” tab in the Ribbon.
    3. Alternatively, click the drop-down below the same button and select the “Page Templates” command.
    4. To open the “Save As Template” dialog box, click the “Save current page as template” link at the bottom of the pane.
    5. Then enter a name for your template into the “Template name:” textbox.
    6. To set the template as the default for any new pages created in the existing section, check the checkbox.
    7. To save the new template, click the “Save” button.
    8. OneNote saves the template into a category called “My Templates” in the “Templates” pane.
    9. To delete a custom template, right-click the name of the template within the “Templates” pane.
    10. Then choose the “Delete” command from the pop-up menu that appears.

    Create a Template in OneNote: Video Lesson

    The following video lesson, titled “ Custom Templates ,” shows how to create a template in OneNote. This video lesson is from our complete OneNote training, titled “ Mastering OneNote Made Easy v.2016-2013 .”

    Rebecca Ludens is a paper crafts expert and writer with two decades of hands-on scrapbooking and paper crafting experience. She authored “Teach Yourself Visually Scrapbooking,” designed products for craft companies such as Artistic Wire and The Paper Loft, and teaches scrapbooking at workshops nationwide.

    How to Create a Template in Word

    Alex Diaz Dos / The Spruce

    Create Custom Printable Block Letters Using Word

    How to Create a Template in Word

    There are many ways to create titles for your scrapbook pages, crafts, or classroom materials. While you could use chipboard or sticker letters, those offer limited design options. For the most versatility, turn to your computer to design and print your own custom text.

    This method lets you cut out letters using patterned paper or cardstock. You can change the font, select the perfect size of letters for your layout, and print reversed block letters onto the back of a coordinating paper to complete the look of any scrapbook page.

    These instructions are for creating reverse block letters using Microsoft Word. The exact steps may vary, depending on which version of the software you’re using, though they are a general guide for working with the Word Art tool no matter the version. For specifics on where to find things, reference the “Help” section of your Word version.

    To begin, open a new Word document. Click on the “Insert” menu and choose “Word Art.” Select the basic outlined letter style, which works perfectly for block letters that can be cut out by hand.

    Enter the Title Text

    How to Create a Template in Word

    When you click on the outline style, a text box will open on your document page. You can now select the font style and size that you wish to use.

    • For basic block letters, Arial Black is a font that works very well.
    • Size is not crucial at this point because you can adjust that in the next step.
    • If you have several words or a very long word, you may want to create separate pieces of Word Art so that you can print them as large as you need for your layout.

    The title “Moments” is used here as an example.

    In some versions of Word, the Word Art options may open as a pop-up box. If that’s the case, click “OK” once you are happy with your text.

    Resize the Block Lettering

    How to Create a Template in Word

    You should now be able to see how the outline letters will look on your document. Most likely, you will want to increase the letter size so they are large enough for you to cut out by hand.

    To change the size of the title, select your title so a box appears around the words you typed. You should see small circles around the box. Click and drag one circle in a corner to resize the box and the text.

    Changing the Print Orientation

    How to Create a Template in Word

    If your word is more than a few letters long or you want your block lettering to be larger, you may need to re-orient your document to landscape style.

    Simply click on the “Page Layout” tab (or find it in the “File” menu) and find the “Orientation” option. Select “Landscape” and click “OK” to return to your document. Now you can continue resizing the word to make it as large as you like.

    Reversing the Block Letters

    How to Create a Template in Word

    If you reverse the letters so the word is backward before printing, you will be able to print the title on the back of the paper. The benefit of this is that when you cut out each letter, you won’t have to worry about the printing lines showing because they are on the back of the paper.

    To reverse the title, there are a few options and which you use will depend on your computer and software:

    • In the “Print” dialogue box, your printer may give you the option to “Mirror” or “Reverse” the print.
    • In some versions of Word, you can right click on the Word Art text box and choose “Format Shape.” Look for the “3-D Rotation” option and type “180” in the “X Rotation” box.
    • For older versions of Word, click on the “Format” and find the “Rotate” menu. You will likely see a menu with many choices; look for the phrase “Flip Horizontal.”

    Printing and Cutting

    How to Create a Template in Word

    When you have reversed the letters, you are ready to print the outlines onto cardstock or patterned paper. First, however, it’s best to do a test print on plain paper to ensure everything looks good before printing on your specialty papers. You can even cut out the test letters and play with the layout on your page.

    Also, be sure to load your printer tray so you’re printing on the backside of the paper. Write something such as an “X” on your test paper before printing to find out which side your printer is actually printing on.

    In the example, the letters are printed on the back of a double-sided sheet of patterned cardstock from EK Success. After cutting out the letter “S,” you can see that it is the correct orientation and free of any printer lines once it’s flipped over. Continue with all the letters and you’re ready to decorate your scrapbook page.

    In the Business Process Configuration window, the Custom Print tab allows you to customize the layout of a document, using either MS Word В® (leveraging the XML style design ) or PDF format (using Adobe В® LiveCycle В® Design View.)

    You can use the custom print templates to print one record at a time. The document shows all the values of the record that are available. This feature is similar to Print Preview for HTML or PDF. The only difference is that you can custom design the format for the selected record.

    Primavera Unifier automatically generates the XML schema, which is used to define the custom layout in Word or in LiveCycle. For a given business process, you can export the schema and use it to develop your own customized template. You then save the template and upload it to PrimaveraUnifier.

    To create a custom XML template in MS Word

    1 In the Business Process Configuration log, open the desired business process form.
    2 Click the Custom Print tab.
    3 Click the Export Schema drop-down and select Schema for Word 2003. The File Download window opens, prompting you to save the file.
    4 Click Save.
    5 Open a new Microsoft Word document.
    6 Import the XSD file into Word by selecting Tools > Templates and Add-ins.
    7 Click the XML Schema tab and click Add Schema.
    8 Navigate to the bp_schema.xsd file and click Open.
    9 In the Schema Settings window, type a unique name for the schema in the URI and Alias field (for example, “Submittal”).

    The name you enter for the alias appears in the list of available schemas in the Templates and Add-ins window.

    Note: Do not select the Schema validate options checkbox.

    10 Click OK. An MS Word document opens with a list of available Primavera Unifier BP tags under “XML Structure” on the right side of the window.
    11 To add XML tags to the Word document, enter text (e.g., xxx_project_name to print Project Name) and click the project_name tag that is available as part of the XML structure.

    Note: For custom print to work properly, do not add XML tags to the header and footer.

    The text will be surrounded with project_name tag. You can follow this process for any element.

    12 To print line item information, select the text for all the line item elements and select the appropriate XML tags. Then select all the elements that are part of the line items and click the _bp_lineitems tag.

    By doing this you are enclosing all line item elements within the _bp_lineitems XML tag. At runtime, Primavera Unifier will know that the elements that are part of _bp_lineitems should be printed for each line item of the business process. Elements that are part of the upper form are prefixed with “form_”, and detail form elements are prefixed with “lineitem_”.

    13 Turn off the XML tags before saving.
    14 Click File > Save As. Name the document, and select XML format for the save option. The document must be saved in XML format. Now you are ready to upload the completed document through the Business Process Configuration window.
    15 In the Business Process Configuration window, on the Custom Print tab, click Upload. The File Upload window opens.
    16 Browse and select the Word file you created. You can enter the document title, rev. no., and issue date.
    17 Click OK to save and close the window.