Working with Working with TemplatesTemplates

Lesson 6

Skills MatrixSkills Matrix

SKILL # MATRIX SKILL

1.1.1 Work with templates

1.1.6 Insert blank pages or cover pages

Software OrientationSoftware Orientation

Template Options in the New Document Dialog Box

Templates save time and work

Work with

Installed templates

Online templates

Blank template

Create template

Software Orientation Software Orientation (continued)(continued)

Template Options in the New Document Dialog Box

Finding TemplatesFinding Templates

LOCATE A TEMPLATE INSTALLED ON YOUR COMPUTER

Master document with predefined attributes

Page layout

Fonts

Margins

Styles

Finding Templates Finding Templates (continued)(continued)

LOCATE A TEMPLATE INSTALLED ON YOUR COMPUTER

Used to create new documents

Basic templates installed

Finding Templates Finding Templates (continued)(continued)

LOCATE A TEMPLATE INSTALLED ON YOUR COMPUTER

Click Microsoft Office Button

Click New

Choose Installed Templates

Choose desired template from list

Finding Templates Finding Templates (continued)(continued)

LOCATE A TEMPLATE INSTALLED ON YOUR COMPUTER

Click once to preview template

Double-click to choose template

Finding Templates Finding Templates (continued)(continued)

FIND TEMPLATES ON THE INTERNET

Additional template choices available online

Must have Internet access to view online templates

Finding Templates Finding Templates (continued)(continued)

FIND TEMPLATES ON THE INTERNET

Online templates available from

Microsoft Office Web site

Third-party providers

Other users in community

Finding Templates Finding Templates (continued)(continued)

FIND TEMPLATES ON THE INTERNET

Click Microsoft Office Button

Click New

Finding Templates Finding Templates (continued)(continued)

FIND TEMPLATES ON THE INTERNET

Choose template type from underneath Microsoft Office Online

OR

Use search by keywords

Finding Templates Finding Templates (continued)(continued)

FIND TEMPLATES ON THE INTERNET

Finding Templates Finding Templates (continued)(continued)

FIND TEMPLATES ON THE INTERNET

Previews of available templates will download

Finding Templates Finding Templates (continued)(continued)

FIND TEMPLATES ON THE INTERNET

Click once to preview template

Finding Templates Finding Templates (continued)(continued)

FIND TEMPLATES ON THE INTERNET

Double-click template or click Download button

Finding Templates Finding Templates (continued)(continued)

FIND TEMPLATES ON THE INTERNET

Template will download onto your system

Finding Templates Finding Templates (continued)(continued)

FIND TEMPLATES ON THE INTERNET

Using Templates to Create DocumentsUsing Templates to Create Documents

CREATE A BUSINESS LETTER FROM A TEMPLATE

Most common document produced on job

Easy to create based on template

Using Templates to Create DocumentsUsing Templates to Create Documents (continued)(continued)

CREATE A BUSINESS LETTER FROM A TEMPLATE

Click Microsoft Office Button

Click New

Using Templates to Create DocumentsUsing Templates to Create Documents (continued)(continued)

CREATE A BUSINESS LETTER FROM A TEMPLATE

Select Letters from Microsoft Office Online section

Using Templates to Create DocumentsUsing Templates to Create Documents (continued)(continued)

CREATE A BUSINESS LETTER FROM A TEMPLATE

Word provides list of Letter types

Click Business

Using Templates to Create DocumentsUsing Templates to Create Documents (continued)(continued)

CREATE A BUSINESS LETTER FROM A TEMPLATE

Word provides list of Business letter options

Choose desired option

Using Templates to Create DocumentsUsing Templates to Create Documents (continued)(continued)

CREATE A BUSINESS LETTER FROM A TEMPLATE

Double-click to download template choice

Using Templates to Create DocumentsUsing Templates to Create Documents (continued)(continued)

CREATE A BUSINESS LETTER FROM A TEMPLATE

Key specific information into template

Keep same text

OR

Customize text

Using Templates to Create DocumentsUsing Templates to Create Documents (continued)(continued)

CREATE A MEMO FROM A TEMPLATE

Click Microsoft Office Button

Click New

Using Templates to Create DocumentsUsing Templates to Create Documents (continued)(continued)

CREATE A MEMO FROM A TEMPLATE

Select Memos from Microsoft Office Online section

Using Templates to Create DocumentsUsing Templates to Create Documents (continued)(continued)

CREATE A MEMO FROM A TEMPLATE

Double-click to download template choice

Using Templates to Create DocumentsUsing Templates to Create Documents (continued)(continued)

CREATE A MEMO FROM A TEMPLATE

Key specific information into content placeholders

Template provides directions on replacing text

Using Templates to Create DocumentsUsing Templates to Create Documents (continued)(continued)

ADD A COVER SHEET

First page of document

Typically includes

Author

Title

Date

Using Templates to Create DocumentsUsing Templates to Create Documents (continued)(continued)

ADD A COVER SHEET

Click Microsoft Office Button

Click New

Using Templates to Create DocumentsUsing Templates to Create Documents (continued)(continued)

ADD A COVER SHEET

Insert Tab, Pages Group, click Cover Page

Using Templates to Create DocumentsUsing Templates to Create Documents (continued)(continued)

ADD A COVER SHEET

Choose desired cover sheet style

Modify existing style

Incorporate corporate elements

Managing TemplatesManaging Templates

MODIFY AN EXISTING TEMPLATE

Choose template closest to your needs

Modify to meet exact needs

Managing Templates Managing Templates (continued)(continued)

MODIFY AN EXISTING TEMPLATE

Click Microsoft Office Button

Click New

Managing Templates Managing Templates (continued)(continued)

MODIFY AN EXISTING TEMPLATE

Choose template to work from

Modify fields as needed

Managing Templates Managing Templates (continued)(continued)

MODIFY AN EXISTING TEMPLATE

Click Microsoft Office Button

Choose Save As

Managing Templates Managing Templates (continued)(continued)

MODIFY AN EXISTING TEMPLATE

Save As dialog box, click Trusted Templates

Managing Templates Managing Templates (continued)(continued)

MODIFY AN EXISTING TEMPLATE

Choose template Save as type

Managing Templates Managing Templates (continued)(continued)

MODIFY AN EXISTING TEMPLATE

• Word Template

.dotx files

• Word Macro-Enabled Template

.dotm files

• Word 97-2003 Template

.dot files

Managing Templates Managing Templates (continued)(continued)

MODIFY AN EXISTING TEMPLATE

Do NOT modify Normal.dotm template unless absolutely necessary

Any modifications made to this template will affect all new documents created

Managing Templates Managing Templates (continued)(continued)

CREATE A NEW TEMPLATE

Frequently used information and formatting

Create new template to save time

Managing Templates Managing Templates (continued)(continued)

CREATE A NEW TEMPLATE

Click Microsoft Office Button

Click New

Managing Templates Managing Templates (continued)(continued)

CREATE A NEW TEMPLATE

Click Blank document

Click Create

Managing Templates Managing Templates (continued)(continued)

CREATE A NEW TEMPLATE

Blank document appears

Customize template

Key information

Format appropriately

Managing Templates Managing Templates (continued)(continued)

CREATE A NEW TEMPLATE

Click Microsoft Office Button

Choose Save As

Save As dialog box, click Trusted Templates

Managing Templates Managing Templates (continued)(continued)

CREATE A NEW TEMPLATE

Managing Templates Managing Templates (continued)(continued)

CREATE A NEW TEMPLATE

Choose Word Template Save as type

YOU LEARNED HOW TO:

Locate a template installed on your computer

Find templates on the Internet

Create a business letter from a template

SummarySummary

YOU LEARNED HOW TO:

Summary Summary (continued)(continued)

Create a memo from a template

Add a cover sheet

Modify an existing template

Create a new template