Using templates © EIT, Author Gay Robertson, 2017

Why use templates? Word templates are saved as .dotx (no macros on the template) or .dotm files (macros allowed on the template) They contain default settings for font styles, paragraph styles, margins etc. They can also contain default text. Most companies set up templates for correspondence, memos, faxes, reports etc. Templates ensure that all documents are consistent as Styles are applied from the template.

Why use templates? Excel templates are .xltx (no macros) or .xltm files (with macros). They contain default settings for formatting of data, formatting of worksheets eg orientation. They can also contain calculations and functions required by the company. They can contain “empty” chart sheets which will automatically be generated when new data is entered. Templates ensure that calculations are correct and consistent eg in a Budget.

How do I use a Word template? Don’t do this through Word Open Navigate to your folder and double click on the template file a new document will open and the title will be “Document#”

How do I use an Excel template? Don’t do this through Excel Open Navigate to your folder and double click on the template file a new workbook will open and the title will be “templatename#”

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