Working with Templates Lesson 6

Skills Matrix SKILL #MATRIX SKILL 1.1.1Work with templates 1.1.6Insert blank pages or cover pages

Software Orientation Template Options in the New Document Dialog Box Templates save time and work Work with  Installed templates  Online templates  Blank template  Create template

Software Orientation (continued) Template Options in the New Document Dialog Box

Finding Templates LOCATE A TEMPLATE INSTALLED ON YOUR COMPUTER Master document with predefined attributes  Page layout  Fonts  Margins  Styles

Finding Templates (continued) LOCATE A TEMPLATE INSTALLED ON YOUR COMPUTER Used to create new documents Basic templates installed

Finding Templates (continued) LOCATE A TEMPLATE INSTALLED ON YOUR COMPUTER Click Microsoft Office Button Click New Choose Installed Templates Choose desired template from list

Finding Templates (continued) LOCATE A TEMPLATE INSTALLED ON YOUR COMPUTER Click once to preview template Double-click to choose template

Finding Templates (continued) FIND TEMPLATES ON THE INTERNET Additional template choices available online  Must have Internet access to view online templates

Finding Templates (continued) FIND TEMPLATES ON THE INTERNET Online templates available from  Microsoft Office Web site  Third-party providers  Other users in community

Finding Templates (continued) FIND TEMPLATES ON THE INTERNET Click Microsoft Office Button Click New

Finding Templates (continued) FIND TEMPLATES ON THE INTERNET Choose template type from underneath Microsoft Office Online OR Use search by keywords

Finding Templates (continued) FIND TEMPLATES ON THE INTERNET

Finding Templates (continued) FIND TEMPLATES ON THE INTERNET Previews of available templates will download

Finding Templates (continued) FIND TEMPLATES ON THE INTERNET Click once to preview template

Finding Templates (continued) FIND TEMPLATES ON THE INTERNET Double-click template or click Download button

Finding Templates (continued) FIND TEMPLATES ON THE INTERNET Template will download onto your system

Finding Templates (continued) FIND TEMPLATES ON THE INTERNET

Using Templates to Create Documents CREATE A BUSINESS LETTER FROM A TEMPLATE Most common document produced on job Easy to create based on template

Using Templates to Create Documents (continued) CREATE A BUSINESS LETTER FROM A TEMPLATE Click Microsoft Office Button Click New

Using Templates to Create Documents (continued) CREATE A BUSINESS LETTER FROM A TEMPLATE Select Letters from Microsoft Office Online section

Using Templates to Create Documents (continued) CREATE A BUSINESS LETTER FROM A TEMPLATE Word provides list of Letter types Click Business

Using Templates to Create Documents (continued) CREATE A BUSINESS LETTER FROM A TEMPLATE Word provides list of Business letter options Choose desired option

Using Templates to Create Documents (continued) CREATE A BUSINESS LETTER FROM A TEMPLATE Double-click to download template choice

Using Templates to Create Documents (continued) CREATE A BUSINESS LETTER FROM A TEMPLATE Key specific information into template  Keep same text OR  Customize text

Using Templates to Create Documents (continued) CREATE A MEMO FROM A TEMPLATE Click Microsoft Office Button Click New

Using Templates to Create Documents (continued) CREATE A MEMO FROM A TEMPLATE Select Memos from Microsoft Office Online section

Using Templates to Create Documents (continued) CREATE A MEMO FROM A TEMPLATE Double-click to download template choice

Using Templates to Create Documents (continued) CREATE A MEMO FROM A TEMPLATE Key specific information into content placeholders Template provides directions on replacing text

Using Templates to Create Documents (continued) ADD A COVER SHEET First page of document Typically includes  Author  Title  Date

Using Templates to Create Documents (continued) ADD A COVER SHEET Click Microsoft Office Button Click New

Using Templates to Create Documents (continued) ADD A COVER SHEET Insert Tab, Pages Group, click Cover Page

Using Templates to Create Documents (continued) ADD A COVER SHEET Choose desired cover sheet style Modify existing style Incorporate corporate elements

Managing Templates MODIFY AN EXISTING TEMPLATE Choose template closest to your needs Modify to meet exact needs

Managing Templates (continued) MODIFY AN EXISTING TEMPLATE Click Microsoft Office Button Click New

Managing Templates (continued) MODIFY AN EXISTING TEMPLATE Choose template to work from Modify fields as needed

Managing Templates (continued) MODIFY AN EXISTING TEMPLATE Click Microsoft Office Button Choose Save As

Managing Templates (continued) MODIFY AN EXISTING TEMPLATE Save As dialog box, click Trusted Templates

Managing Templates (continued) MODIFY AN EXISTING TEMPLATE Choose template Save as type

Managing Templates (continued) MODIFY AN EXISTING TEMPLATE Word Template .dotx files Word Macro-Enabled Template .dotm files Word Template .dot files

Managing Templates (continued) MODIFY AN EXISTING TEMPLATE Do NOT modify Normal.dotm template unless absolutely necessary  Any modifications made to this template will affect all new documents created

Managing Templates (continued) CREATE A NEW TEMPLATE Frequently used information and formatting  Create new template to save time

Managing Templates (continued) CREATE A NEW TEMPLATE Click Microsoft Office Button Click New

Managing Templates (continued) CREATE A NEW TEMPLATE Click Blank document  Click Create

Managing Templates (continued) CREATE A NEW TEMPLATE Blank document appears Customize template  Key information  Format appropriately

Managing Templates (continued) CREATE A NEW TEMPLATE Click Microsoft Office Button Choose Save As

Save As dialog box, click Trusted Templates Managing Templates (continued) CREATE A NEW TEMPLATE

Managing Templates (continued) CREATE A NEW TEMPLATE Choose Word Template Save as type

YOU LEARNED HOW TO: Locate a template installed on your computer Find templates on the Internet Create a business letter from a template Summary

YOU LEARNED HOW TO: Summary (continued) Create a memo from a template Add a cover sheet Modify an existing template Create a new template