1. © 2008 The McGraw-Hill Companies, Inc. All rights reserved. WORD 2007 M I C R O S O F T ® THE PROFESSIONAL APPROACH S E R I E S Lesson 13 Templates

2. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 2 Objectives Use Word templates. Create new templates. Attach templates to documents. Modify templates. Use the Organizer.

3. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 3 Templates Provide a reusable model for documents of the same type. Contain formatting information, styles, and standard text for a particular type of document. Default template is the Normal template. It is available globally. Word provides built-in templates and templates online. All documents based on a template. The default file extension for templates is.dotx or.dotm.

4. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 4 Use Word Templates Click the Microsoft Office Button. –Click New to open the New Document dialog box. Options for Templates: –Blank and recent –Installed Templates –My templates –New from existing –Microsoft Office Online Click the Blank document icon to create a new document based on the default template. Click the Installed Templates option to create a document or to create a template based on a built-in template.

5. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 5 New Document Dialog Box

6. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 6 Installed Templates

7. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 7 Downloaded Template

8. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 8 Create Templates Three methods to create a template: –Create a blank template by using the default template and define formatting, styles, and placeholder text. –Open an existing template, modify it, and save it with a new name. –Open an existing document, modify it, and save it as a new template.

9. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 9 Create a New Template Open the New Document dialog box. Click the Microsoft Office Button, and click New. Click My templates. Click the Blank Document icon. Click Template under Create New. Click OK. Format the document and insert placeholder text. Click the Microsoft Office Button, and click the arrow beside Save As. Click Word Template and save the template in the appropriate folder.

10. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 10 New Dialog Box

11. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 11 Save As Dialog Box

12. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 12 Create a Template using an Existing Document Open the New Document dialog box. Click New from existing. Locate the folder and document. Click the Create New button and a copy of the document displays. Format and edit the document. Save the document as a template.

13. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 13 Attach Templates Change the template assigned to an existing document. Attached template formatting and elements are applied to the document. Attached template styles are available in the document.

14. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 14 Attach a Template Display the Developer tab by opening the Word Options dialog box and clicking Popular. Click the Developer tab and click the Document Template button to display the Templates and Add-in dialog box. Click Attach and locate the folder and file to attach. Click the Automatically update document styles check box. Click OK.

15. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 15 Templates and Add-ins Dialog Box

16. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 16 Attach Template Dialog Box

17. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 17 Modify Templates Open the template using the Open dialog box. Change formatting and redefine styles. Save the template. Modify an existing template to create a new template. –Open the template, modify the template, use the Save As command to save the template with a new name.

18. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 18 Organizer Use the Organizer to copy individual styles from one document or template into the current document or template. –Copied styles are added to the style sheet. –Copied styles replace styles with the same style name. –Style names are case sensitive.

19. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 19 Display the Organizer Display the Developer tab. Click the Document Template button to display the Templates and Add-ins dialog box. Click the Organizer button to display the Organizer dialog box.

20. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 20 Copy Styles Click the Close File button on the right side of the Organizer dialog box. Click the Open File button on the right side of the Organizer dialog box. Locate the folder containing the template and double-click the file. Select and copy styles.

21. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 21 Organizer Dialog Box

22. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 22 Lesson 13 Summary A template is a reusable model for a particular type of document. Templates can contain formatting, text, and other elements. By default, all new documents are based on the Normal template Word provides a variety of templates upon which you can base a new document or template. You can modify any existing template and save it with a new name. You can also modify any existing document and save it as a new template

23. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 23 Lesson 13 Summary Every document is based on a template. You can change the template assigned to an existing document by attaching a different template to the document, thereby making the new template’s styles available in the document To modify a template you created, open it from the Open dialog box and choose All Word Templates from the Files of type drop-down list Instead of modifying template styles, use the Organizer to copy individual styles from one document or template to another