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A document template is a ready-made document base. Word has several predefined document templates that Word offers you when you create a new document. Normally we start with the template Blank document
Document templates can significantly enhance the efficiency of Word. As a student, you may have, for example, a ready-made template for your exercises. Companies often use various document templates for different purposes, and these templates are usually designed to align with the company’s brand identity.
A document template always opens as a new file, so you cannot accidentally make changes to it.
A document template can be saved in any folder, and when you double-click on a template file, you are always starting a new file.
Most commonly, templates are stored in a template folder defined in Word, so you don't have to search for a document template in separate folders, since it becomes selectable via the New File
We will create a document template My document template.dotx , which you should save to your computer. (Note the dotx extension of the file.)
We are going to create a separate folder for templates and configure Word to locate the document template from there.
Mac: A folder for templates
Mac computers differ significantly from Windows computers in terms of the file system. For example, you can create a Templates folder under Documents
Open the **Finder** app.
Click Documents Shift+Cmnd+N shortcut. Enter Templates as the directory name.
Task: Create a folder called “Templates”
Before saving documents as templates, create a folder where the templates will be saved. If you don't know which folder to use, you can use for example the C:\Templates folder. Alternatively, you can also create a folder under, for example, This PC Documents C:\Templates folder.
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Start Windows File Explorer with the key combination `Win+E` and navigate to the C: drive.
Kuva käyttäjän Windowsin resurssienhallinnasta, jossa C-asema on auki Select C: and right-click in the right-hand area of the window (where folders are displayed) and select New Folder
Type Templates as the folder name and press Enter.
Close File Explorer .
Mac: Default location of the templates
The default location of the templates cannot be changed in the Mac version.
However, the default location is so difficult to find that we recommend caution when using it. The folder is in your home directory in the following directory: Library/Group Containers/UBF8T346G9.Office/User Content/Templates . In the task below, we will create a separate directory for the templates.
Task: In Word, specify the location where templates are saved
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Start Word and select Options
Word settings If you don't get the startup window or you have already started Word, you can find the Options File
Omien mallien oletussijainti sijaitsee Tallenna asiakirjat -ryhmän alimpana Select File Options Save Default personal templates location **m specify the folder you just created.
Guide
#### I'm using my own folder, how do I find out the name of the directory?
For example, if you created the directory under This PC Documents File Explorer (opened with the Win+E key combination), and open it. Click the down arrow after the directory name to display the “real” name of the folder. You can copy it using the Ctrl+C key combination.
Info: Ready-made texts in document templates
In the next task, we will save a document template from the Advanced_Word.docx file.
The template stores all the information of the document, styles, tags, page settings, etc.
The template also stores all the texts in your document.
Often, document templates are stripped of all text, allowing the user to start writing a document in a blank document. In other cases, the document template may already contain the predefined texts that are expected to be in the document. For example, there may be places for the parties to a contract in the contract template, in which case the relevant headings can be pre-written in the document template.
Mac: Saving the template
In the Mac version, we use Save As…
Saving a template
Select File Save As…
Set a name for the file.
Select Word Template (.dotx) as the save format.
Guide
### The Save as Template… operation
The Mac version has a separate default folder for templates, where it is possible to save templates with File Save as Template… Save as Template…
For this reason we use the Save As…
Task: Save the document you are working on as a template
In this task we are going to use Advanced_Word.docx file to make a new template. To be on the safe side, first save the file as a document template (dotx file) with texts.
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### Saving as a template
Muuta tiedostotyyppi on vasemman valikon toisena. The template is the last of the File Types. Save as is at the bottom of the window Select File Export Change File Type Template (*.dotx) Save As
The saving location is defined at the top of the window Save the template to the location for own templates and name the file My document template.dotx .
You can also save the document template in any folder, and double-click on the file name to access it.
However, it is recommended to create and define your own template folder, because then you can start a new document directly from Word by selecting File New
After making the template, delete the texts by selecting the entire document with the Ctrl+A key combination and pressing the Delete key.
Then save the template again with the Save
This ensures that you do not accidentally save a blank document with its original name Advanced_Word.docx .
Task: Close the template you are working on and start a new document using the template
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### New document from your own template
Start a new document by selecting File New
Select Personal
Henkilökohtainen on välilehti, joka sijaitsee Tyhjä asiakirja -painikkeen alla Task: Save the document as Empty.docx and close the file
Do you notice that a new document has opened for you and that if you click on the Save Save As window opens where you can choose the location where to save and give it a name.
You cannot accidentally store overwriting the template, making it safe to use.
You have reached the end of the last chapter of Word, well done! On this page, you have created and saved your own document template. In the previous pages, you have gone through and practised a number of different activities related to documents and their handling. You've probably already remembered some of the activities, but there are certainly things you'll want to recapitulate later. However, it is easier to recollect things each time.
Please send the Advanced_Word.docx and My document template.dotx as attachments to [email protected] Word 3 assignment in the subject line of the email.
There should be two attachments:
Advanced_Word.docx My document template.dotx (located in the Templates folder you created)
Have you returned the task?