Are there templates in microsoft word 2007

And then please select Word Template from Save as type options and click Save. You can see the saved template in the My Template… tab of New Document dialog box. Tips 1: if you check the box of Save Thumbnail in the Save as dialog box, you will see the preview of your template in My Templates….

Now, you can use it for creating the similar document. But how to use the template you just created? Click "Templates" under the "Favorite Links" listing in the left pane of this pop-up window. Name your document template. You can also maintain compatibility with earlier versions of Word and save a thumbnail to represent the file by checking the appropriate boxes.

Save the document template by clicking the "Save" button. The "Save As" window will close. Use your template when creating future documents. Click the Office button, choose "Templates" in the left pane of the pop-up window and select your template from the files available.

Save the template as a regular Word document in the appropriate place and with a unique file name. Set your document as 'read-only', which will only allow the users to view the document. Yes No.

Not Helpful 0 Helpful 1. Include your email address to get a message when this question is answered. By using this service, some information may be shared with YouTube. However, be sure to highlight areas on your template that must change with each new use, such as dates and names.

Helpful 1 Not Helpful 0. Alternatively, the templates may actually exist on your hard drive, just not in your user templates folder. Again, this is not your user templates folder.

Almost all installed built-in templates are in this folder. You can copy the one you want out of here into your user templates folder or a folder therein. There is a Registry hack for deleting tabs as well. This eliminates the tab but not the templates. How you'll access them, though is anyone's guess.

It was published in Woody's Office for Mere Mortals. Not for the faint of heart. Back up your Registry before doing anything like this. You may want to look at Graham Mayor's page on template locations for pictures of the steps in uninstalling templates in Word This is a registry tweak. If you don't already know how to do edit the registry with regedit don't attempt this. Backup your registry before making any modifications.

Select individual keys and rename them to remove individual templates, or rename the top level key 8F Add the word "NOT" to the start of the key to make this easily reversible. This will put it at the end of the alphabetical order. You will need to know the location of the template before you attempt to edit it. On a Mac, use the finder. You open a template for editing the same way you open a regular document. Once you have done this, simply open the template.

Note that if you have opened the template the name shown in the title bar will be the template's name, not "Document 1. You open a template for editing from Explorer by right-clicking on it and selecting "Open" from the shortcut-menu that pops up. If you simply double-click on the template, you will get a new document based on the template.

Once you have a good template, why re-invent it? You have your letterhead set up the way you want see Letterhead System , why not use that template as a base for your form letter.

Probably the best way to do this is to open the template as if to edit it and then save it under a different name before you change anything. Doing this Save As If you change the definition of a style in your new template, that style should continue to be applied to paragraphs that serve the same purpose in the new template as paragraphs using the style of the same name serve in other documents.

If the style will serve a different purpose in the new template, it should have a different name, and perhaps be based on an existing style from the old template. Doing things this way makes it much easier to copy text between documents based on different templates. That leads us into a discussion of The reasons for using styles in a template are the same as those for using them in your documents - in Spades : Consistency — When you use styles to format your templates, documents having the same function will have a similar, familiar appearance and be easier for the reader to understand.

Each section is formatted the same and therefore, provides a professional, clean-looking document. Easier to Modify — If you use styles in your template consistently, you only need to update a given style once if you want to change the characteristics of all text formatted in that style.

Efficiency — You can create a style once, and then apply it to any section in the documents based upon the template without having to format each document individually. You can change a style in a template and update the styles in the attached documents easily. Table of Contents — Styles can be used to generate a table of contents quickly. Faster Navigation — Using styles lets you quickly move to different sections in a document using the Document Map feature and the vertical scrollbar's tips.

Working in Outline View — Styles allow you to outline and organize your document's main topics with ease. Legal Outline Numbering — Numbering, when linked to styles, allows you to generate and update consistent outline numbering in legal documents, even ones with complicated numbering schemes like municipal law, tax law, and mergers and acquisitions documents.

Failure to use numbering linked to styles is one of the easiest ways to really mess up a Word document. This applies to templates even more! Efficiency of Word — Files which are predominantly manually formatted are less efficient than those which have formatting that has been imposed by styles: manually formatted files, such a converted documents which have been File, Opened, are bloated in file size bytes and do not render to the screen efficiently when you scroll through them.

This is because Word is a styles-based application : it first reads the attributes of the underlying style, then has to broadcast anything contrary e. As such, a lengthy document that has been predominantly manually formatted, will behave sluggishly because Word has to work harder at managing it. Additionally, the print formatting processes are equally labored as opposed to using styles. Each paragraph mark in Word will carry up to thirty different formatting commands for the screen and printer.

These can all be replaced by one style setting. Bottom line — Use of any direct formatting in a document template is a very bad idea. It will cause users of your templates and, if there is any justice in the world, you uncounted headaches. For more on Styles , see that tutorial. Note In Word , styles are listed in alphabetical order. In Word 97 styles listed in the drop-down list are not displayed in alphabetical order. Word 97 lists styles in the following order in the Style Box list: Heading styles Normal style User-defined styles in alphabetical order Body Text styles List styles All other styles listed alphabetically.

Warning I do not recommend selecting the Automatically update the style box especially in a legal environment where multiple users work on the same document. This feature will update the style each time you make a formatting change in a paragraph that has a style attached.

In How to Create a Template - 2 , John McGhie lays down the law using styles in templates, so well that it bears repeating:. You can copy styles and macros, AutoText, and toolbars between documents or templates.

One of the most effective ways to do this is through the Organizer. Not so in the Ribbon versions. Manage Styles is found at the bottom of the Styles Pane. The Document Template dialog can be reached through the button on the Developer Tab. This can get difficult, though, especially with toolbars. Note If a style name that you are copying already exists, you are asked if you want to replace it. I have found it best when copying styles using the organizer to copy them three times if any of the styles is based on other styles or is followed by other styles.

I'm not sure why this makes a difference, but I've found that clicking on that copy button three times means that these relationships continue in the destination template. I know that when I copy them only once, they do not and the styles are then followed by the Normal style. This is not as simple, because Word has no method built-in for doing it. I do it by using a global template developed by Chris Woodman.

His website has been down for a number of years, but you can download this for free from:. Once you have placed the global template to have it work as a global , you have will have an additional command under Tools that says Organize keyboard. It works like the organizer. This global also adds a command under the Edit menu that lets you use document variables like document properties.

I recommend that you open this template and read it. Then, while in the template, right click on your toolbars and un-check "Shortcuts. You may also want to remove the document variables command that is now under your File menu. To do this Look for it on the same page.

The following do not stay in the document but rather depend on the attachment to the template:. A document will always be divorced from its template when it is sent to someone else by email. It may attach to a template of the same name on the recipient's computer, this is a matter of happenstance. If you have the option set in a document to update styles automatically from the template, the styles in your document may change to match an unknown set of styles on the recipient's computer.

See What happens when I send my document to someone else? Macros get into templates or documents by being recorded or by using the VBA editor or being put there by another macro. Because of the warning that pops up when Word detects macros, many Word users are very leery of them. This is unfortunate because they are one of the best tools available for getting Word to work the way you want it to work. It is all a matter of trust though. A bowl of soup can be very tasty and provide needed nourishment.

It can also contain poison or a disease. For this reason, I recommend that the macro virus security be set at least at medium in all versions of Word that have such security Word 97 and later. This area is a draft and very much a work in progress. For most users this is something they never need to know or worry about.

It is likely to end up in a separate chapter. This is pretty much everything I know or think I know about Auto macros and hasn't all been tested. It is also covered in many other books and isn't specific to law office use. There are a class of macros that can be put into a template or document that run without any notice to the user and without being called by a toolbar or button.

These are known as "auto" macros and include:. The AutoOpen Macro runs when an existing document or template is opened not when a new document is created. If you put an AutoOpen macro in Normal. It will also run anytime you open Normal. If you put an AutoOpen macro in a template, it will run anytime a document based on the template is opened so long as the template remains attached. It will also run anytime the template is opened. It will run instead of any AutoOpen macro in Normal.

If you put an AutoOpen macro in a global template, it will run only when the template is opened. You can run a global macro upon the opening of any document by placing the following macro in that document's template:. You can also run a macro in a global template upon opening any document by using the document open event. AutoClose macros work the same as AutoOpen macros except that they run when a document or template is closed.

AutoExec macros are for use only in Normal. The will run anytime the template containing the macro is loaded. For Normal. For other global templates it is when the template is loaded as an Add-In. AutoExec macros can be in Normal. Normally when you have macros with the same name in multiple active places, only the macro closest to the document runs.

The following is an example of an AutoExec macro that disables the web toolbar. AutoExit macros work like AutoExec macros except that they run when the template is unloaded. For globals it means when Word is closed or when the global is unloaded using Templates and Add-Ins. AutoNew macros have no use in documents or global templates, only in document templates and in Normal.

An AutoNew macro in Normal. An AutoNew macro in a document template will run whenever a document is created based on the template. If there are AutoNew macros in both Normal. Note that you have to write this macro in the VBA Editor, you can't just record it.

If you want to record a macro to test, you could record a macro that types some text, pauses, and then deletes that text. Here is a macro to backup your Normal. Backup Normal Template Macro. See also: How to assign a Word command or macro to a toolbar or menu by Dave Rado.

See also: Running a macro automatically when a document is created, opened or closed by Dave Rado. Much more to write here. This will probably end up in a separate chapter on macros. I should also include the vba code to locate the User Templates folder and the Workgroup Templates folder. This is definitely a work in progress. I have posted it and placed it in the table of contents because I think that it is finished enough to be more help than harm.

I work on it and the other chapters listed below in my spare time as the mood strikes me. Please let me know of any errors you spot or any suggestions you have to make it more useful. Thank you. You can reach me by e-mail.

Other very rough chapters in development but not listed in the table of contents are:. Please do not copy this without express permission. Portions of this primarily the portion on styles were copied almost verbatim from the chapter on Understanding Styles. That text is subject to copyright of Microsoft and the individual authors and is copied with permission. Copyright , , Charles Kyle Kenyon See information about copy permission.

A note about link exchanges. This site does not participate in link exchanges to build web presence. If you have a link that you think would be of use to people reading this page, please send it to the webmaster with the url of the page where you think it should appear and it will be considered. To create a Word template, you need to save a document to one of the template file formats.

You can save a document as a template at any time and update the template whenever you like. After you create the template file, however, make sure you open the template—and not document based on the template—if you want to make changes to it. Important If you decide to make changes to the template at a later time, remember to clear the read-only properties before you begin or Word will prompt you to save the file using a different file name.

You can save a template to any location on your computer to which you have access and open new documents using the template by going to that location. To see the template in My Templates in the New Document pane, however, you need to add the file to the default location for templates on your computer.