How to create templates in Microsoft Word on all devices

the word logo

Microsoft Word is a word processing program that can help you create documents ranging from reports and books to letters and resumes. One of the most useful features of Word is the ability to create templates, which are basic documents that contain the formatting and content that we want to use repeatedly.

By using a template, we only have to modify the data specific to each case, which allows us to save time and effort when creating similar documents. This article will explain step by step how to create templates in Microsoft Word for Windows and Mac. In addition, we will learn how to store, change and use the templates that we have created or downloaded.

What is a template in Word

office apps

A Word template is a document that contains the design, style and content that we want to use in other documents. For example, we can create a business letter template that includes the lour company logo, font type and size, margins, header and footer, as well as the standard text to say hello and goodbye. Therefore, we will only have to open the template and change the recipient's data and the subject every time we want to write a business letter.

Templates allow us to create uniform documents and professional style without having to configure each element manually. In addition, they help us to maintain consistency in our documents and avoid errors.

Word's pre-built templates can be used for a wide range of document types, including reports, resumes, invoices, invitations, etc. We can find them in the menu File> New and choose the one that best suits our needs. In addition, we may obtain additional templates from the Microsoft website or other websites.

Another option is to create custom templates from existing documents. To achieve this, we need to save the document as a template with the extension .dotx or.dotm, depending on whether it contains macros. Then, we can access the template from the File > New > Custom menu or from the folder in which we have saved it. Therefore, we can change the template or create new documents based on it.

How to create a template in Windows

Windows, the Microsoft OS

Windows by Aria-Eslami

We can follow these steps to create a template in Word for Windows:

  • Open Word. Then click on the tab "File".
  • Click on New and then on Blank Document.
  • Create the base document that we want to use as a template, applying the desired format and content. We can change the type and size of the letter, colors, margins, header and footer, tables, images, etc. with the ribbon tools. Also we can add text fields or placeholders to determine where we want to enter the variable data of each document.
  • After creating the base document, click the tab "File" and choose "Save As".
  • Select the template storage location. We can save it in any folder on our computer or in the cloud, but if we want it to appear on the template list available in Word, we must save it in the Office Custom Templates folder, which is inside the Documents folder.
  • Give the template a name and choose the file type Word template (*.dotx).
  • Click on the option "Save".

How to create a template on Mac

Mac, the apple computer

We can follow these steps to create a template in Word for Mac:

  • Open Word. Select File and then New document.
  • Create the base document that we want to use as a template, using the desired format and content. The toolbar allows us to adjust the font, size, colors, margins, header and footer, tables, images, etc.
  • After creating the base document, click File and then Save as template.
  • Select storage location Of the template. If we want it to appear in the list of available Word templates, we must save it in the folder /Users/username/Library/Groups/UBF8T346G9.Office/Contents/Templates.
  • Give the template a name and choose the Word Template (.dotx) file type.
  • Click the button "Save".

How to use and modify Word templates

microsoft word interface

We can save, modify and use a template in Word once we have created or downloaded it:

  • To save a template, We must follow the same steps as to create it, but we must choose the Save or Save As option instead of New.
  • To modify a template, we must open it as a normal document, make the modifications we want and then save it with the same name and file type. It is crucial not to confuse the Save option with the Save as, since the former would create a new document instead of a template.
  • To use a template, open Word and click the File tab. Then click New and select a template from the list of available templates. If we can't find the template we wanted, we can click the Customize button and search for it in the folder where we have saved it. We will be able to change the variable data of each document and save it with a different name once we have opened the template.

hundreds of possibilities

A sheet full of templates

Creating templates in Word is one way useful and effective Create professional looking documents without having to manually configure everything each time. We can create, save, modify and use the templates we need for our projects with just a few steps. Word provides us with a wide range of tools to adapt and personalize our templates.

We can also ensure that our documents are cohesive and consistent by using Word templates. Therefore, we can give our readers or clients a more serious and professional impression. Templates allow us to keep a style, a format and a content uniforms in all our documents.

In addition, creating templates in Word allows us to avoid repeating the same process every time we create a similar document. Therefore, we can spend more time on more creative or meaningful tasks. A very useful tool to improve the productivity and quality of our documents is a template. Why not try it?


Leave a Comment

Your email address will not be published. Required fields are marked with *

*

*

  1. Responsible for the data: Miguel Ángel Gatón
  2. Purpose of the data: Control SPAM, comment management.
  3. Legitimation: Your consent
  4. Communication of the data: The data will not be communicated to third parties except by legal obligation.
  5. Data storage: Database hosted by Occentus Networks (EU)
  6. Rights: At any time you can limit, recover and delete your information.