The Working with Word Templates module provides you with the instructions and devices to develop your hands on skills in the following topics.

  • Attaching a Template
  • Creating a Template

Lab time: It will take approximately 45 minutes to complete this lab.

Exercise 1 - Working with Templates

If you're like most Word users, you'll create documents using templates installed with Word, downloaded from Office.com, or provided by your company. If those options aren't enough, templates are still just a kind of Word document, so you can modify them or create new ones to suit your needs.

You can manage your templates from the Templates and Add-ins window. To access it, you're first going to need to either display the Developer tab on the ribbon, or select Templates from the Manage list in the Add-ins section of the Word Options window.

When you create a document from a template, it inherits that template's contents. This could include page content, available styles, macros, or building customizations. The whole new document, effectively, is built from what's in that template.

It's different when you attach a new template to an existing document. The existing document, by default, isn't changed at all. If you attach a sales invoice template to a document, the blank invoice form won't be inserted. Unless you specify otherwise, it won't even update the document's styles to match those of the template. Instead, attaching a template makes that template's contents available to the document. This is useful when you want to use macros, building blocks, or interface customizations from another template in your documents.

In this module, you will learn:

  • About the Template Organizer
  • How to attach a new template to an existing document
  • How to create templates
  • How to modify existing templates

Exercise 2 - Creating a Template

In this exercise, you'll create a new template based on an existing document, then modify it.

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