Set up and protect your templates in Word

Setting up a template in Word helps save you time by not requiring you to reinvent the wheel every time you need to create a document. Such reinvention feels very time consuming, especially if you are using the same settings over and over.

Word populates a blank document with generic settings every time you open a blank document. But how do you setup a document template that uses the settings you actually need every time? What if you are a student, and need APA settings every time you write a paper? What if you are a business owner, and need an electronic letterhead, with the same settings and images, on every company document?

In some cases, you might think you are using a template because someone told you it was a template, but that is not usually the case. All too often, the word template gets thrown around, but the actual file is just a regular Word document. Using a Word document file as a template puts you at risk of copying over that “template” every time you use it.

There are two significant reasons to create and use actual Word templates. The first reason is to save time and energy by not constantly reinventing the wheel. The second reason is that actual templates protect themselves from being overwritten by forcing the user to save each use of the template as a regular Word document, ensuring the template is never accidentally overwritten. A person would need to intentionally select the Word Template format extension, when saving, to overwrite the actual template.

In this example, we are creating a template for a student. However, this technique works for any template, regardless of its intended usage. Check out this example of creating a template:

Once you are done with setting up your template, make sure to save it as a Word Template. There are two types of templates, which are Word Template and Macro-enabled Word Template. If you have macros in your document, you must save the template as a macro-enabled template, or your macros will not be included. This video shows you how to save the newly Word template.

Learn more techniques to make your life easier with a MS Word class from Mission Critical Training, in Denver and Phoenix.