Working with Templates





Working with Templates

When you want to quickly create an effective, visually attractive document, one of the most efficient methods is to leverage the design work of other people. With Word 2007, you have access to many ready made, professionally designed templates. A template is a file that stores text, character and paragraph styles, page formatting, and elements such as graphics for use as a pattern in creating other documents.

Unless you specify otherwise, all new documents are based on the Normal document template, which defines a few fairly plain styles, such as paragraph styles for regular text paragraphs, a title, and different levels of headings; and a few character styles that change the look of selected text. The styles from the Normal template appear in the Styles gallery on the Home tab when you create a new blank document. If you create a document based on a different template, the styles defined in that template appear in the Styles gallery, and you can apply those styles to quickly format the text in the document.

Tip

Templates are stored with the .dotx file name extension.


See Also

For more information about applying styles, see "Quickly Formatting Text and Paragraphs" in Chapter 3, "Changing the Look of Text."


In addition to the Normal document template, Word comes with a variety of templates for a variety of documents. To create a document based on one of these templates, you start by displaying the New Document window. Then in the left pane, under Templates, you click Installed Templates, and in the list that appears in the center pane, you click the template you want.

If none of the built-in templates meets your needs, you can look for templates on the Office Online Web site. To create a document based on one of these templates, you start by displaying the New Document window. Then in the left pane, under Microsoft Office Online, you click a category (such as Brochures or Newsletters), and in the list that appears in the center pane, you click first the subcategory and then the template you want.

Templates such as Normal contain only formatting information, which in addition to styles can include backgrounds, themes, and so on. These types of templates define the look of the document, and you add your own content. Templates can also contain content that you customize for your own purposes. For example, if you base a new document on a form template from Microsoft Office Online, the text of the form is already in place, and all you have to do is customize it for your organization.

Sometimes, a document based on a Word template displays formatted placeholders surrounded by square bracketsfor example, [Company Name]. You replace a placeholder with your own text by clicking it and then typing the replacement. If you don't need a placeholder, you simply delete it. After you have entered all the text you need for the document, you save it in the usual way.

The changes you have made affect the document, not the template it is based on, which remains available to help create other documents.

In addition to using the templates that come with Word or that you download from Office Online, you can create your own templates. If you routinely create the same type of document, such as a monthly financial report, you can create and format the document once and then save it as a template on which to base future versions of that type of document. You can save your new template with text in it, which is handy if you create many documents with only slight variations. Or you can delete the text so that a document based on it will open as a new, blank document with the styles already defined and ready to apply to whatever content you enter.

Tip

If the designation (Compatibility Mode) appears in the title bar when you create a document based on a template, it indicates that the template was created in an earlier version of Word. Usually this will have no effect on your use of the template, but bear in mind that sometimes compatibility can have an impact on functionality.


To save even more time, you can create a document based on one of the Word templates, modify itfor example, by adding your own name and addressand then save the document as a new template with a different name. The next time you need to create this type of document, you can use your modified version of the template instead of the one provided by Word.

In this exercise, you will create a new template based on a predefined Word template, and then you'll create a new document based on the custom template. You will also convert a document to a template, and you'll modify the template by creating a new style. Finally, you'll create a document based on the template, and you'll apply the new style.

USE the 03_Template document. This practice file is located in the Chapter04 subfolder under SBS_Word2007.

BE SURE TO close all open documents before beginning this exercise.


1.
Click the Microsoft Office Button, click New, and then under Templates in the New Document window, click Installed Templates.

Microsoft Office Button

The center pane of the New Document window displays thumbnails of the installed templates.

2.
In the center pane, scroll the Installed Templates list, and double-click the Oriel Fax template.

Word opens a new fax cover document based on the selected template, with placeholders for the text you need to supply.

3.
On the right side of the page, click the [company name] placeholder, and type Lucerne Publishing.

4.
Click the [address] placeholder, type 4567 Oak Street, Seattle, WA 70110.

5.
Scroll the page, click the [phone number] placeholder, type (505) 555-0145, and then click outside the placeholder.

6.
Under Judy Lew, click the [fax number] placeholder, and then type (505) 555-0146.

7.
Click the [phone number] placeholder, and then type (505) 555-0145.

8.
On the right side of the page, click Lucerne Publishing, drag across it to select it, and then on the Home tab, in the Styles group, click the Strong style.

9.
In turn, select the address and phone number, and apply the Emphasis style.

10.
Click the Microsoft Office Button, and then click Save As.

The Save As dialog box opens.

11.
In the File name box, type My Fax Template.

12.
Click the Save as type arrow, and then in the list, click Word Template.

Tip

If you want users who have older versions of Word to be able to use the template, click Word 97-2003 Template instead.

13.
In the Navigation Pane, click Templates.

Word displays your Templates folder.

Troubleshooting

Word expects templates to be stored in your default Templates folder. If you do not store the templates you create in this folder, Word will not display them in your My Templates list.

See Also

For information about changing default file locations, see "Changing Default Program Options" in Chapter 12, "Customizing Word."

14.
Click Save, and then close the template.

15.
Display the New Document window, and under Templates, click My templates.

The New dialog box opens.

16.
On the My Templates tab, check that My Fax Template is highlighted, and then with the Document option selected under Create New, click OK.

Word opens a new document based on the Lucerne Publishing fax cover template. The name on the From line is the name of your Windows user account.

17.
Customize the fax cover page in any way you want, save it in the Chapter04 folder with the name My Fax, and then close the document.

Troubleshooting

Be sure to navigate to the Documents\MSP\SBS_Word2007\Chapter04 folder before clicking Save.

18.
Click the Microsoft Office Button, click Open, and then open the 03_Template document from the Chapter04 subfolder.

19.
Display the Save As dialog box, and in the File name box, type My Newsletter. Change the Save as type setting to Word Template, change the save location to the Templates folder, and then click Save.

Word saves the document as a template.

20.
Click anywhere in the Author Meet and Greet Update heading, and then on the Home tab, in the Styles group, click the More button, and below the gallery, click Save Selection as a New Quick Style.

More

The Create New Style From Formatting dialog box opens. Notice that the style in the Paragraph Style Preview box reflects the formatting of the paragraph containing the insertion point.

21.
In the Name box, replace Style1 with Headline, and then click Modify.

The dialog box expands to display options for modifying the new style.

22.
At the bottom of the expanded dialog box, select the New documents based on this template option, and then click OK.

23.
Back in the template, replace Author Meet and Greet Update with Headline, and then select all the text below the headline paragraph and press .

24.
On the Quick Access Toolbar, click the Save button, and then close the template.

Save

25.
Display the New Document window, click My templates, and from the New dialog box, create a new document based on the My Newsletter template.

Word opens a new document with the template's title and headline already in place. First you need to customize the headline.

26.
Select the word Headline, and type Fantasy Author Starts Book Tour.

You can then add the text of the newsletter below the headline.

CLOSE the document without saving your changes.


Tip

If you want to change an existing template, you can open the template by displaying the Open dialog box, setting the file type to Word Templates, navigating to your Templates folder, and double-clicking the template.


Applying a Different Template to an Existing Document

A quick and easy way to change the look of an existing document is to apply a new template to it. For this to work smoothly, the new template must use the same paragraph and character style names as the existing template. For example, if the existing template uses the name Heading 1 for top-level headings, the new template must also use the name Heading 1. If the style names do not match, you can still apply a new template to a document and then use the Styles task pane to find all instances of each particular style and replace them with one of the new template's corresponding styles.

To apply a new template to an open document:

1.
Click the Microsoft Office Button, click Word Options, and in the left pane, click Add-Ins.

2.
At the bottom of the right pane, click the Manage arrow, and in the list, click Templates. Then click Go.

The Templates And Add-ins dialog box opens.

3.
Under Document Template, click Attach.

The Attach Template dialog box opens.

4.
Locate and double-click the template you want to attach.

5.
In the Templates and Add-ins dialog box, select the Automatically update document styles check box, and then click OK.

The new template is attached and the styles used in the document change to reflect their definitions in the new template.

To replace all instances of one style with another style:

1.
On the Home tab, in the Styles group, click the Styles Dialog Box Launcher.

2.
In the Styles list, point to a style you want to replace, click the arrow that appears, and then click Select All Instance(s).

Word selects all the text to which that style has been applied.

3.
In the Styles list, click the style you want to apply.

4.
Repeat Steps 2 and 3 for each style that needs to be replaced.




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