Creating a Template in Word

Have you ever had to create a document over and over again? Maybe a Fax Cover Sheet? Or articles for publication with very specific formatting guidelines? You can avoid redundancy and frustration by formatting a document and then saving it as a Template for repeated use.

Once you have your document formatted, it is now time to save it as a Template for repeated use. View PDF Version of the Quick Guide.

1.)    Click File.

2.)    Click Save As. A new window will appear.

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3.)    On the left hand navigation, scroll up and click Microsoft Word. Then click Templates.

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4.)    In the File Name field, name your document. Be specific (Example: Article Template).

5.)    In the Save As Type field, click the drop down menu and select Word Template.

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6.)    Click Save.

This will save your file in your Microsoft Word application in the Templates folder.

Now, anytime you want to use the Template when creating a new document you can do so by following these steps:

1.)    Open Word

2.)    Click File

3.)    Click New

4.) Under Available Templates, double click My templates. A new window will appear.

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5.) Your newly created template should be an option. Click the template you want to use. Under Create New, select Document.

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6.) Click OK

You can now type your new document using the Template. Don’t forget to save your document.

More on Word- Don’t forget to view Best Practices in Word for tips on saving and good habits or view Word Keyboard Shortcuts for tricks. Learn how to keep track of your edits until a final version is needed in Collaborating with Word.