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Create your own Microsoft Office templates

Posted By : Chad of Data Doctors on January 20, 2006

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How can I create my own Office templates?

This question was answered on January 20, 2006. Much of the information contained herein may have changed since posting.


Have you ever thought about how much time you waste reconfiguring every new document you create in a Microsoft Office application? Most of us have a certain way we like to format our documents but, still others have given up because they’re sick of going through the motions with every single document they create; well, no more, I say! Here’s how to create your own custom template:

1. Start by opening a Microsoft Office document and get it formatted just the way you like it (font type, size, color, watermarks, background art, anything!) If you’re lucky, this will be the last time you’ll ever have to go through this charade.

2. When you have everything just the way you want it, go to File and click Save as.

3. Near the bottom of the dialog box you’ll see a drop-down menu labeled Save as type Choose the Template option and don’t forget to name your new template in the File name box above

4. Change the Save in location to you’re My Documents folder for easy access.

5. Click Save to confirm your selection and close the dialog box

6. Now, whenever you want to use that template, simply go into you’re My Documents folder and double-click the template you created and voila!

You can always make changes to your template by opening the template, making the necessary changes, going to File, Save as, and saving the template with the same name in you’re My Documents folder Cheers!

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Posted by Chad of Data Doctors on January 20, 2006

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