How to Create a Custom Template in Microsoft Word
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Afam has been a content writer with Guiding Tech Media since August 2023. However, his experience in tech writing dates back to 2018, when he worked as a freelance writer for Make Tech Easier. Over the years, he has grown a reputation for publishing quality guides, reviews, tips, and explainer articles. His work is featured on top websites, including Technical Ustad, Windows Report, and Next of Windows. He has training as a Microsoft Certified Professional and has covered more Microsoft-related guides on these platforms.
Create a Custom Template in Word
Creating a document template in Microsoft Word is similar to making a guide or model to make tools. The differentiating factor between a document template and a simple document is how they are saved. Here’s how to create a custom document template.
Step 1:Launch Microsoft Word.
Step 2:Open a new file.
Step 3:On the Word canvas, input the document content, properties, and format you want to use as a template. These could be headers, footers, titles, images, backgrounds, or other elements.
Step 4:Click theFiletab at the top-right corner of the Word Ribbon.
Step 5:Click theOpenbutton.
Step 6:On the Open window, click theBrowsebutton to launch your File Library.
Step 7:From your File Library menu, click theDocumentstab.
Step 8:From the folders list in yourDocumentslibrary, click theCustom Office Templatesfolder.
Step 9:In the text box besideFile name, give a name for your template.
Step 10:Click theFile typedrop-down beside the file name textbox and selectWord Templates (.dotx)from the list.Choose Word (97-2003)if you plan to use the template with an older version of Word.
Step 11:ClickSaveto save your new template.
You can save your document templates in OneDrive, SharePoint, or any other cloud location. However, saving them in the Custom Office Templates folder on your PC drive makes them easy to find whenever needed. Your template could also contain acustom color set.
Edit a Custom Document Template in Word
If you have added changes to make after creating the custom document template, here’s how to do so.
Step 1:Launch Microsoft Word.
Step 2:Click the Open button.
Step 3:On the Open window, click theBrowsebutton to launch your File Library.
Step 4:From yourFile Librarymenu, click theDocumentstab.
Step 5:From the folders list in your Documents library, click theCustom Office Templatesfolder or navigate to the folder where you may have stored the template.
Step 6:Select a template from the options shown.
Step 7:Click theOpenbutton to view the template in Word and make your changes.
Step 8:Click theSavebutton on the Microsoft Word Ribbon to save the changes to your template.
Use a Custom Document Template in Word
After creating and saving the custom document template, using it is also easy. It’s very similar to using the default templates of Microsoft Word. Here’s how to create a document using a custom template:
Step 1:Launch Microsoft Word.
Step 2:Click theNewbutton to preview the available Word templates.
Step 3:Scroll down the page to see two options:OfficeandPersonal. ClickOfficefor Microsoft Office templates, while clickPersonalfor your custom templates.
Step 6:Click on your custom template from the options shown underPersonal. The template will be launched in Microsoft Word for your use.
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Last updated on 17 July, 2024
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