Lecture Notes Of Class 12
Creating and Using Templates
Objective:
Learn to create and apply document templates to ensure consistency and
efficiency in document creation.
1. Using Built-in Templates
Microsoft Word provides a range of built-in templates that help
streamline the creation of common document types such as business letters,
reports, and memos.
A. Accessing Built-in Templates
1. Open Microsoft Word:
o Launch Microsoft Word on
your computer.
2. Access Templates:
o Go to File Menu:
§ Click on the File
tab in the Ribbon.
o Select New:
§ Click New from
the menu on the left.
3. Browse Templates:
o Search or Browse:
§ Use the search bar to
find specific templates (e.g., type "business letter" or
"report").
§ Alternatively, browse
through categories like Business, Personal, or Education.
4. Choose a Template:
o Select Template:
§ Click on a template to
preview it.
§ Click Create or Download to
open the template.
5. Customize the Template:
o Edit Content:
§ Replace placeholder text
with your own information.
o Format as Needed:
§ Adjust formatting, add
or remove sections as required.
6. Save Your Document:
o Save the edited document
with a new name to keep the template intact for future use.
2. Designing and Saving Custom Templates
Creating custom templates allows you to standardize documents
according to specific organizational needs and personal preferences.
A. Designing a Custom Template
1. Create a New Document:
o Open Microsoft Word and
start with a blank document.
2. Design the Template:
o Set Up Layout:
§ Define the layout and
structure of your document (e.g., margins, page orientation).
o Add Placeholder Text:
§ Insert placeholder text
and headings that you want to include in every document (e.g., "[Company
Name]", "[Date]").
o Include Formatting:
§ Apply consistent
formatting styles (e.g., fonts, colors, heading styles).
o Insert Content Controls:
§ Use content controls for
fields like date, name, or address that can be filled in by the user. Go to
the Developer tab to add these controls.
3. Apply Headers and
Footers:
o Add headers and footers
with elements like page numbers, company logos, or contact information.
B. Saving a Custom Template
1. Save as Template:
o Go to File Menu:
§ Click on the File
tab.
o Select Save As:
§ Choose Save As from
the menu.
o Choose Location:
§ Select the location
where you want to save the template (e.g., local drive or cloud storage).
2. Save as Template File:
o Select File Type:
§ In the Save as
type dropdown menu, select Word Template (*.dotx).
o Name the Template:
§ Enter a name for your
template and click Save.
3. Use the Template:
o Open New Document:
§ To use the template, go
to File > New, select Personal or Custom templates,
and choose your saved template.
Summary
Templates are powerful tools that help ensure consistency and
efficiency in document creation. By using built-in templates, you can quickly
start with pre-designed formats for common document types. Custom templates
offer the flexibility to design and save documents tailored to specific needs,
saving time and ensuring uniformity in document creation.
