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Chapter 4. Using Templates and Wizards > Saving a Document as a Template

Saving a Document as a Template

Templates contain entire document designs, possibly even including some of the text. When you start a new document, you get the option to choose from among the many preformatted templates that come with Word, including templates for popular business and professional documents. If none of the templates suit your needs, you can modify an existing template or save your own document design as a new template, then use it to create new documents.

To save a document as a template:

1.
Create a sample document, and format it by creating and applying a set of styles.

See Chapters 3 and 5 for formatting information.

2.
Delete any text that you do not want saved as part of the template.

For example, keep any information that you think you'll use repeatedly for other purposes.

3.
Select File > Save As.

4.
From the Format pull-down menu, choose Document Template (Figure 4.4).

Figure 4.4. Select the Document Template format in the Save dialog box.


5.
Type a name for the template in the Name text box, and choose the location where you want to save it.

6.
Click OK.

Tip

AutoText entries, macros, and custom toolbars are saved in the template, so you may want to create AutoText entries and modify the toolbars before saving the document as a template. See Chapter 5.


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