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Beyond the basics

Simon Hurst looks at setting up and getting the most out of templates beyond Excel, in Microsoft Word.

Template for success - part 3

Creating a template

As with other Microsoft Office applications, Word templates can be created by using the File, Save As option to save a standard Word document as a template. As we saw with Excel, the 2013 version of Office introduced a new option in the Options, Save section to nominate a particular folder as the default location to which to save personal templates. Unlike Excel, which requires the circuitous route of using the Trust Centre, Trusted Locations list to display and modify file locations, Word has an option to do so directly. The File Locations button sits towards the end of the Advanced section of Word options.

The ‘Workgroup templates’ location applies both to Word and Excel and allows File, New to display templates from an additional folder, such as one in a shared network location for example.

Letterhead template

One of the most obvious templates to create in Word is for a letter. This might seem straightforward, but even a simple letter has a few complications. First, we need to consider the use of letter headed stationery. Whether we are using pre-printed letter headed paper or printing it each time, it is likely that the margins within which content can be placed will be different for the first page of each letter, compared with subsequent sheets, due to the need to allow for the inclusion of header and footer information on the first page.

This is an extract from an article in the July/August 2015 edition of Chartech, the magazine of the IT Faculty.

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