Word Processing: Creating Templates 

A Tutorial for In-service and Pre-service Teachers

 
Contents

Introduction

How to Create a Document Template

Creating Template for Lesson Plans

Creating a Template for a Reference Page

Creating a Template for a Rubric

Template Rubric

Resources

Contacts

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 How to Create a Document Template

You can base a template on a document that already exists or you can create a new document and save it as a template. You can also base a new template on another template that already exists.

To use a document that already exists:

  1. Open the Word program.
  2. Go to the File menu and click Open. Browse to find the document that you want to use and then open the document.
  3. Make any adjustments or changes to the document that you want
  4. Then go to the File menu and click Save As
  5. In the Save as type click the drop down arrow and select Document Template

Note: Saving the template in the Templates folder will enable the templates to appear on the General tab when you click New on the File menu (easiest). If you create a new folder in the Templates folder (such as School Templates), the name of the new folder will appear on a new tab in the New dialog box. (However, if  you have a lot of tabs, you may have to click the More... tab to view the new tab.)  Now, when you click Start > New Office Document, the Lesson Plan Template should appear in the General tab (or in School Templates if that is where you put it).

 

To create a new template:

Create the new document and save as a template following the same procedure outlined above.

To base a template on a document that already exists:

  1. Open the Word program.
  2. Go to File menu > New.
  3. Click on a template that is like one that you want to create.
  4. Then under Create New click Template.
  5. Click OK.
  6. In the Save as type box click Document Template. (The Templates folder will be the default folder in the Save in box. Select another  subfolder if you want to put it somewhere else.)
  7. Type a new name for the template in the File name box.
  8. Click Save.
  9. Add the new content/text to the template and delete the things that you don't want. Make any adjustments to the style or formatting.
  10. Click the Save button on the toolbar.
  11. Go to  File menu > Close

 

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© Joel Black 2001