Create a custom template

You should create as many custom templates as possible--representing each type of project you do.

  1. Choose File → New and select a template that is as close as possible to the type of template you want to create. Click OK.
  2. Before doing any customization, choose File ? Save As.
  3. Select from the Save as type drop-down list: Document Template (*.dot).
    • To create an Excel template, select Template (*.xlt).
    • To create a PowerPoint template, choose Design Template (*.pot).
    Choosing to save as a template causes the Save As dialog box to move automatically to your user templates folder. This folder is likely to be in a location very different than your documents.
  4. Type a filename and click Save.
  5. Customize the template to your wishes. Consider the following possibilities.
    • Enter the content that you want have already entered when you start a document of this type.
    • Set the default margins (File ? Page Setup).
    • Set the default font (Format ? Font).
    • Configure headers and footers.
    • Configure the default document properties (File ? Properties).
    • Create styles. See content elsewhere regarding styles.
    • Create AutoText (use the Insert ? AutoText ? AutoText command to ensure that the AutoText you create is being saved in this specific template, rather than the Normal template).
    • Create macros (advanced).
    • Create keyboard shortcuts or toolbars specific to this template (advanced).
  6. Save the template.
  7. Close the template.
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