Template - Term Overview

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A template is a fixed form for the layout of a document, website, e-mail newsletter or other communication message. The grid contains fixed elements, such as a header, logo, navigation and footer, and the size of page margins. Variable content is placed in predefined places within the format.

Why use templates?

Organizations strive for unambiguous communication with customers and relations. In practice, however, it often turns out to be difficult to align the correspondence of the different employees. By capturing your letters, reports, presentations and other documents in a template, you ensure that your employees produce equivalent documents.

For example, we can create a standard template in Word for letters, for example, in which text positions, font styles and styles are defined. We can also provide these templates with standard text fields and selection lists, whereby the word choice and writing style of the organization is guaranteed.

The use of templates is also recommended for PowerPoint presentations. We record your corporate identity in slide templates where the user only has to choose the right slide for the desired information.

With a template you prevent all those problems. You can think of a template as a normal document, which already contains all basic information, but then protects against overwriting. That is technically not entirely true - overwriting is possible, but the chance is much smaller.

Save a Word document as a template, 5 Steps

Whether you're creating a built-in template or updating one of your own, you can customize the best templates to suit your needs using Word's built-in tools. To update the template, open the file, make the desired changes, and save the template.

In Microsoft Word, you can create a template by saving a document as a.dotx file,.dot file, or a.dotm file (a.dotm file allows you to enable macros in the file).

The following are the steps of the newer versions:

  • 1. Click File > Open.
  • 2. Double-click This PC. ( In Word 2013, double-click Computer.)
  • 3. Browse to the Custom Office Templates folder. This folder can be found under My documents.
  • 4. Click on your template and click Open.
  • 5. Make the desired changes, and then save and close the template.

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