MS Word 2003/2007/2010/2013: How to create a document template

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If you are an MS Word user in the past few years, then you might have familiarized yourself with templates. In fact, when you open MS Word, it loads its "global template" called Normal.dot, Normal.dotx or Normal.dotm. Templates are simply pre-formatted files or documents that MS Word are using to create their instances when you open them.

Word template

That is, when you open a template, the document is basically an instance of the template where you are free to modify but all pre-formatting are intact. Also, the default file name when opening a template file is a blank document named Document 1.

In order to create a document template, you can use an existing Word document or create a new one. For safety, save the document normally as a Word Document (DOCX or DOC). When done, you can then convert the document into a template.

Here are the steps:

Step 1: Open MS Word and load the document that you want to create or convert as a template. If there is no existing document, you can create it. 

Step 2: Make sure that you SAVE the document as a DOCX or DOC first so that you have a working copy of the document besides the template.

sample template

Step 3: When the document is successfully created, you can then convert it into a template. For MS Word 2007, click on the MS Office Orb or logo at the top left corner of the MS Word window, then click on Save As. Also, you can just point on Save As then in the menu that appears click on Word Template.

Step 4: Give your template file a name, then in the Save as Type box, select Word Template (DOTX) or Word Macro-Enabled Template (DOTM)

Step 5: Save the file.

Step 6: Close MS Word. Locate the template file that you created and then double click on it to open in MS Word. There you can see that it is only an instance of the template file is loaded named Document 1 and not the template itself.

MS Office Software: