Lesson 16-Templates and Wizards. Overview Use Word templates. Create new templates. Attach templates to documents. Modify templates. Use the Organizer.

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Presentation transcript:

Lesson 16-Templates and Wizards

Overview Use Word templates. Create new templates. Attach templates to documents. Modify templates. Use the Organizer. Use wizards.

Use Word Templates A template is a file that contains formatting information, styles, and sometimes text. Templates can be used to create the same types of documents, such as memos or letters. Word provides a variety of templates that contain built-in styles. Custom templates can be created and reused.

Use Word Templates Every Word document is based on a template. Templates can be modified to include frequently used formatting and text. The default template file is called Normal.dot. The Normal template stores settings that are available globally.

Use Word Templates Templates can include any of the following features: Formatting features like margins, columns, and page orientation. Standard text that is repeated in all documents of the same type, such as a company name and address in a letter template. Character and paragraph formatting that is saved within styles. Macros (automated procedures), placeholder text, and AutoText entries.

Use a Word Template to Create a New Document New Document task pane Opens new template based on template of your choice Opens new document based on New template New Document task pane Opens new document based on existing document

Create New Templates A custom template can be created using any of the following methods: Creating a blank template file by using the default template and defining the formatting information. Opening an existing template, modifying it, and saving it with a new name. Opening an existing document, modifying it, and saving it as a new template.

Create a New Template General tab of Templates dialog box Select Blank Document icon Choose Template

Create a New Template by Using an Existing Document Open the New Document task pane by choosing New from the File menu. Select a file from the New from existing Document dialog box and select Create New. Format and edit the document and save the file as a Document Template from the Save as dialog box.

Attach Templates to Documents A template can be changed by attaching a different template to the document. The attached template’s elements, formatting, styles and AutoText entries become available to the document.

Attach Templates to Documents Attach Template dialog box

Modify Templates A template’s formatting and style can be changed and saved. An existing template can be modified and saved with a new name.

Use the Organizer The Organizer is used to copy individual styles from another document or template into the current document or template. The copied styles are added to the style sheet of the current document or template.

Use the Organizer The rules to copy styles are as follows: Copied styles replace styles with the same style names. Style names are case-sensitive.

Copy Styles to Another Template Organizer dialog box Copy direction Styles currently in use Copying from this template Template currently in use

Copy AutoText to Another Template Creating an AutoText entry

Copy AutoText to Another Template Copying an AutoText entry

Use Wizards A wizard is an automated and interactive template. Using a wizard, one can format letters, memos, and reports quickly. After creating a document using a wizard, formatting can be changed or added. Wizards are included in the Templates dialog box and organized in categories.

Use Wizards A wizard can be used to create a new document from a series of dialog boxes. Each dialog box contains options and elements that can be included in the final document.

Use Wizards Memo Wizard dialog box

Summary Templates are files containing formatting information, styles, and sometimes text. The default template file is Normal.dot. Templates can be modified to include frequently used formatting and text, and changed to create new templates. An existing template can be modified and saved with a new name. Copied styles replace styles with the same style names. Style names are case-sensitive.

Summary The Organizer is used to copy individual styles from another document or template into the current document or template. A wizard is an automated and interactive template. Wizards enable users to format letters, memos, and reports quickly. A wizard can be used to create a new document from a series of dialog boxes.