Save time by using document templates in Microsoft Word Read

In Word 2010, open a document that will serve as a template. In our example it is a recipe card, which is a good example of the type of document that benefits from using a template.

ms word templates

It has quite a complicated design so we have typed simple help text in each section of the card to remind users what to type where. Make any changes, click File, then Save As. From the Save as type dropdown menu, select Document Template. Type a descriptive name in the File name box and click Save.

The template is now stored in the folder reserved for Word’s templates. To create a new document from it, click File followed by New.

At the right side of the Word window, the New Document Task Pane appears. In the section marked Templates, click on the ‘On my computer’ link.

A dialogue box appears showing all available templates, including the one just created. Select this, click the Document radio button and click OK. (If you want to make changes to the template at a later date, repeat these steps but choose the Template radio button instead.)

In Word 2016, open a document, make any changes to it and click the Office button.

Click the arrow to the right of the Save As button and choose Word Template. To ensure the template is stored in the Templates folder, in 7, click the Trusted Templates link at the top of the left pane of the dialogue box.

In Vista, choose the Templates link in the Favorites list, and in Windows 10 choose the Templates link under Microsoft that appears just above the Favorites list in the left pane. Name the file then click Save.

To create a new document from the template, click the Office button and click New. A window will open with three panes.

In the left pane, look for the My Templates link and click it. This opens a dialogue box quite similar to the Word 7/2016 dialogue box seen in Step 2, if you read that.

In the left-hand pane all the templates will be shown as icons. Locate the template created in Step 3, highlight it and click the Document radio button under the Create new label at bottom right. Click OK, and now you have a new standard document ready for editing.

In Word 2019 the Office button is replaced by a File menu

Open your document, make any changes necessary to the design and click File followed by Save As.

The save dialogue box varies depending on the version of Windows, as described in Step 3, so navigate to the Templates folder using those instructions. Choose ‘Word Template (*.dotx)’ in the Save as type dropdown menu and click OK.

The reason for using this folder is that it is a special hidden folder, which helps protect templates from accidental deletion.

To create a new document, click File followed by New. The templates menu appears, then click the My Templates icon in the Available Templates section at the top (if you click the wrong icon, click the Home button under the Available Templates label to go back).

The Personal Templates dialogue box appears, and the template created in Step 5 should be listed (if it’s missing, you may have saved it in the wrong folder – try running through Step 5 again, carefully). Click on the template, select the Document radio button and click OK.