6 Ways to Use Document Templates in Microsoft Word

Table of contents:

6 Ways to Use Document Templates in Microsoft Word
6 Ways to Use Document Templates in Microsoft Word
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This article shows you how to use an existing Microsoft Word template or how to create one from scratch. You can perform these operations on both Windows and Word computers. Templates are nothing more than actual documents that have been created and formatted to fulfill a specific purpose, such as the quick creation of invoices, calendars, resumes or advertising brochures.

Steps

Method 1 of 6: Select an Existing Model (Windows)

Use Document Templates in Microsoft Word Step 1
Use Document Templates in Microsoft Word Step 1

Step 1. Open the Microsoft Word document to edit

Double-click the program icon with the white "W" on a dark blue background.

Use Document Templates in Microsoft Word Step 2
Use Document Templates in Microsoft Word Step 2

Step 2. Search for the model you want to use

Scroll through the main Microsoft Word page that appeared as soon as you started the program, looking for the template to use. Alternatively, type a keyword into the search bar at the top of the window to get a list of templates that match your search criteria.

  • For example, if you need to search for a budget management model, you will need to use the keyword "budget" to search.
  • In order to carry out this type of search, the computer must be connected to the internet.
Use Document Templates in Microsoft Word Step 3
Use Document Templates in Microsoft Word Step 3

Step 3. Select a model

Click the preview icon of the document template you want to use. It will be displayed in a dedicated window where you can examine it more closely.

Use Document Templates in Microsoft Word Step 4
Use Document Templates in Microsoft Word Step 4

Step 4. Press the Create button

It is located in the right part of the preview window of the chosen template. The selected template will be used by Word to automatically create a new document.

Use Document Templates in Microsoft Word Step 5
Use Document Templates in Microsoft Word Step 5

Step 5. Edit the created document according to the chosen template

Most Word templates are made up of simple text that you can replace or modify according to your needs, simply by deleting the existing content and inserting the desired text.

In most cases, you can also change the default formatting of the document (font, text color, and size) without changing that of the template itself

Use Document Templates in Microsoft Word Step 6
Use Document Templates in Microsoft Word Step 6

Step 6. Save the document

Access the menu File located at the top left of the Word window, choose the option Save with name, double-click the icon of the folder where you want to store the file, name the document and press the button Save.

At this point, you will be able to use and modify the document in question whenever you need it, simply by accessing the folder in which you have stored it and double clicking on the corresponding icon

Method 2 of 6: Select an Existing Model (Mac)

Use Document Templates in Microsoft Word Step 7
Use Document Templates in Microsoft Word Step 7

Step 1. Open the Microsoft Word document to edit

Double-click the program icon with the white "W" on a dark blue background. Based on your Word configuration settings, either a new blank document will automatically be created or the main page of the program will be displayed.

If the main Word page appears, skip the next step

Use Document Templates in Microsoft Word Step 8
Use Document Templates in Microsoft Word Step 8

Step 2. Access the File menu

It is one of the elements that make up the Word menu bar at the top of the Mac screen. A small drop-down menu will appear.

Use Document Templates in Microsoft Word Step 9
Use Document Templates in Microsoft Word Step 9

Step 3. Choose the New from Template option

It is located at the top of the menu File. The gallery of all available templates will be displayed.

Use Document Templates in Microsoft Word Step 10
Use Document Templates in Microsoft Word Step 10

Step 4. Search for the model you want to use

Scroll through the Microsoft Word templates page to view the default options for each or type a keyword into the search bar at the top right of the window.

  • For example, if you need to search for a template related to creating an invoice, you will need to use the keyword "invoice" to perform the search.
  • In order to carry out this type of search, the computer must be connected to the internet.
Use Document Templates in Microsoft Word Step 11
Use Document Templates in Microsoft Word Step 11

Step 5. Select a model

Click the preview icon of the document template you want to use. It will be displayed in a dedicated window where you can examine it more closely.

Use Document Templates in Microsoft Word Step 12
Use Document Templates in Microsoft Word Step 12

Step 6. Press the Open button

It is located in the preview window of the chosen template. The selected template will be used by Word to automatically create a new document.

Use Document Templates in Microsoft Word Step 13
Use Document Templates in Microsoft Word Step 13

Step 7. Edit the created document according to the chosen template

Most Word templates are made up of simple text that you can replace or modify according to your needs, simply by deleting the existing content and inserting the desired text.

In most cases, you can also change the document's default formatting (font, text color, and size) without changing that of the template itself

Use Document Templates in Microsoft Word Step 14
Use Document Templates in Microsoft Word Step 14

Step 8. Save the document

Access the menu File located at the top left of the screen, choose the option Save with name, give the document a name and press the button Save.

Method 3 of 6: Apply a Template to an Existing Word Document (Windows)

Use Document Templates in Microsoft Word Step 15
Use Document Templates in Microsoft Word Step 15

Step 1. Open the Word document to edit

Double-click the icon of the file that contains the document to be formatted, based on the template you are going to choose.

This method only works if you are using one of the recently viewed templates. If the template you want to use has never been open before, use it now to create a document, then close it before continuing

Use Document Templates in Microsoft Word Step 16
Use Document Templates in Microsoft Word Step 16

Step 2. Access the File menu

It is located in the upper left of the Word window.

Use Document Templates in Microsoft Word Step 17
Use Document Templates in Microsoft Word Step 17

Step 3. Choose the Options item

It is visible in the lower left of the "File" menu.

Use Document Templates in Microsoft Word Step 18
Use Document Templates in Microsoft Word Step 18

Step 4. Go to the Add-ons tab

It is visible in the left pane of the "Options" window.

Use Document Templates in Microsoft Word Step 19
Use Document Templates in Microsoft Word Step 19

Step 5. Open the "Manage" drop-down menu

It is located at the bottom of the main pane of the "Options" window relative to the "Add-ons" tab. A list of items will be displayed.

Use Document Templates in Microsoft Word Step 20
Use Document Templates in Microsoft Word Step 20

Step 6. Choose the Templates option

It is visible in the center of the drop-down menu that appeared.

Use Document Templates in Microsoft Word Step 21
Use Document Templates in Microsoft Word Step 21

Step 7. Press the Go… button

It's located to the right of the "Manage" drop-down menu.

Use Document Templates in Microsoft Word Step 22
Use Document Templates in Microsoft Word Step 22

Step 8. Press the Attach… button

It is located at the top right of the window.

Use Document Templates in Microsoft Word Step 23
Use Document Templates in Microsoft Word Step 23

Step 9. Select a template

Click the name of the template you want to apply to the document.

Use Document Templates in Microsoft Word Step 24
Use Document Templates in Microsoft Word Step 24

Step 10. Press the Open button

It is located at the bottom of the template window. This will open the selected template.

Use Document Templates in Microsoft Word Step 25
Use Document Templates in Microsoft Word Step 25

Step 11. Select the "Automatically update document styles" checkbox

It is located below the text field where the model name is visible and is located at the top of the window.

Use Document Templates in Microsoft Word Step 26
Use Document Templates in Microsoft Word Step 26

Step 12. Press the OK button

It is located at the bottom of the dialog in use. This way, the formatting of the selected template will be applied to the document you have opened.

Use Document Templates in Microsoft Word Step 27
Use Document Templates in Microsoft Word Step 27

Step 13. Save the document

Access the menu File located at the top left of the Word window, choose the option Save with name, double-click the icon of the folder where you want to store the file, name the document and press the button Save.

Method 4 of 6: Apply a Template to an Existing Word Document (Mac)

Use Document Templates in Microsoft Word Step 28
Use Document Templates in Microsoft Word Step 28

Step 1. Open the Word document to edit

Double-click the icon of the file that contains the document to be formatted, based on the template you are going to choose.

This method only works if you are using one of the recently viewed templates. If the template you want to use has never been open before, use it now to create a document, then close it before continuing

Use Document Templates in Microsoft Word Step 29
Use Document Templates in Microsoft Word Step 29

Step 2. Access the Tools menu

It is located on the left side of the Mac menu bar visible at the top of the screen. A list of items will be displayed.

If the menu Tools is not visible, select the Microsoft Word window to make it appear.

Use Document Templates in Microsoft Word Step 30
Use Document Templates in Microsoft Word Step 30

Step 3. Choose the Templates and Add-ons… option

It is one of the items positioned at the bottom of the drop-down menu that appeared. A new dialog will appear.

Use Document Templates in Microsoft Word Step 31
Use Document Templates in Microsoft Word Step 31

Step 4. Press the Attach… button

It is located at the top right of the window Templates and add-ons.

Use Document Templates in Microsoft Word Step 32
Use Document Templates in Microsoft Word Step 32

Step 5. Select a model

Click the name of the template you want to apply to the document.

Use Document Templates in Microsoft Word Step 33
Use Document Templates in Microsoft Word Step 33

Step 6. Press the Open button

This way, the formatting of the selected template will be applied to the document you have opened.

Use Document Templates in Microsoft Word Step 34
Use Document Templates in Microsoft Word Step 34

Step 7. Save your document

Access the menu File located at the top left of the screen, choose the option Save with name, give the document a name and press the button Save.

Method 5 of 6: Create a Template (Windows)

Use Document Templates in Microsoft Word Step 35
Use Document Templates in Microsoft Word Step 35

Step 1. Open the Microsoft Word document to edit

Double-click the program icon with the white "W" on a dark blue background.

If you want to create a new template from an existing Word document, double-click the icon corresponding to the file and skip the next step

Use Document Templates in Microsoft Word Step 36
Use Document Templates in Microsoft Word Step 36

Step 2. Choose the "Blank Document" template

It is located in the upper left of the Word window.

Use Document Templates in Microsoft Word Step 37
Use Document Templates in Microsoft Word Step 37

Step 3. Edit your document

Any changes you make, such as spacing, text size, font, etc., will become an integral part of the new template.

If you have chosen to create a template from an existing document, you may not need to make any changes to the content and formatting of the file

Use Document Templates in Microsoft Word Step 38
Use Document Templates in Microsoft Word Step 38

Step 4. Access the File menu

It is located in the upper left of the Word window.

Use Document Templates in Microsoft Word Step 39
Use Document Templates in Microsoft Word Step 39

Step 5. Choose the Save As item

It is one of the options listed at the top of the menu File appeared.

Use Document Templates in Microsoft Word Step 40
Use Document Templates in Microsoft Word Step 40

Step 6. Select the folder in which to save the file

Double-click the name of the directory where you want the new template to be stored.

Use Document Templates in Microsoft Word Step 41
Use Document Templates in Microsoft Word Step 41

Step 7. Name your model

Use one that is descriptive, so that you understand immediately what the purpose of the model is.

Use Document Templates in Microsoft Word Step 42
Use Document Templates in Microsoft Word Step 42

Step 8. Access the "Files of type" drop-down menu

It is placed below the text field where you entered the file name. A list of items will be displayed.

Use Document Templates in Microsoft Word Step 43
Use Document Templates in Microsoft Word Step 43

Step 9. Select the Word Template option

It is one of the items listed at the top of the drop-down menu that appeared.

You can also choose the file type Microsoft Word Macro-Enabled Template if you have inserted macros inside the original document.

Use Document Templates in Microsoft Word Step 44
Use Document Templates in Microsoft Word Step 44

Step 10. Press the Save button

It is located in the lower right corner of the save window. Your new model will be stored in the place indicated with the name you have chosen.

At this point you will be able to use the newly created template to format an existing Word document

Method 6 of 6: Create a Template (Mac)

Use Document Templates in Microsoft Word Step 45
Use Document Templates in Microsoft Word Step 45

Step 1. Open the Microsoft Word document to edit

Double-click the program icon with the white "W" on a dark blue background.

If you want to create a new template from an existing Word document, double-click the icon corresponding to the file and skip the next step

Use Document Templates in Microsoft Word Step 46
Use Document Templates in Microsoft Word Step 46

Step 2. Go to the New tab

It's located at the top left of the main Word screen.

If the main Word page is not visible, go to the menu File and choose the voice New from model.

Use Document Templates in Microsoft Word Step 47
Use Document Templates in Microsoft Word Step 47

Step 3. Select the "Blank Document" template

It features a small white A4 sheet. A new, completely blank Word document will be created.

Use Document Templates in Microsoft Word Step 48
Use Document Templates in Microsoft Word Step 48

Step 4. Edit your document

Any changes you make, such as spacing, text size, font, etc., will become an integral part of the new template.

If you have chosen to create a template from an existing document, you may not need to make any changes to the content and formatting of the file

Use Document Templates in Microsoft Word Step 49
Use Document Templates in Microsoft Word Step 49

Step 5. Access the File menu

It's located at the top left of the Mac menu bar.

Use Document Templates in Microsoft Word Step 50
Use Document Templates in Microsoft Word Step 50

Step 6. Select the Save as Template option

It is one of the items listed within the drop-down menu File appeared.

Use Document Templates in Microsoft Word Step 51
Use Document Templates in Microsoft Word Step 51

Step 7. Name your model

Use one that is descriptive so that you understand immediately what the purpose of the model is.

Use Document Templates in Microsoft Word Step 52
Use Document Templates in Microsoft Word Step 52

Step 8. Access the "File Format" drop-down menu

It is located at the bottom of the dialog box. A list of options will be displayed.

Use Document Templates in Microsoft Word Step 53
Use Document Templates in Microsoft Word Step 53

Step 9. Choose the Microsoft Word Template option

It is one of the items listed in the "File Format" menu and has the extension ".dotx".

You can also choose the file type Microsoft Word Macro-Enabled Template if you have inserted macros inside the original document.

Use Document Templates in Microsoft Word Step 54
Use Document Templates in Microsoft Word Step 54

Step 10. Press the Save button

It is blue in color and is located at the bottom of the window. The document will be saved to disk as a Word template.

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