How Do I Create A Template Document In Word?

Lesson 23: Using a Template

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Introduction

Lesson 23

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

Creating a new document with a template

Templates can assist yous create a more professional and visually appealing document. With Give-and-take'southward big selection of templates, you'll likely find i to suit your purpose—whether you lot're creating a concern menu or a simple award certificate. To apply templates, y'all'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:

Click the File tab to go to Backstage view.
Select New. The New Document pane appears.
Click Sample templates to choose a built-in template, or select an Function.com template category to download a template.
The New Certificate pane
Select the desired template, then click Create. A new document will appear using the template you have selected.
Selecting a template

Utilise 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 alarm bulletin before downloading them.

Warning message for a non-Microsoft template

Entering data 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 supercede the placeholder text with your own text.

Some templates simply apply regular text every bit 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 desire to supplant. The text will appear highlighted, and a template tag will appear.
Inserting text into a template
Enter some text. It will replace the placeholder text.

For some fields, in that location's a drop-down pointer y'all can use to select data rather than type it. For example, a date field will show a agenda and so you tin choose the date more easily.

Selecting a date for a date field

To change prefilled data:

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

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

If you are using a public computer, such as ane at a library, you may non want to alter these settings.

Challenge!

Create a new certificate using a template.
Enter some text into the template.
Change the user name and initials for your version of Give-and-take if y'all are using a home calculator.
Save the document.

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