Creating Templates in Microsoft Word

In this article, we will learn how to create, save, use, and edit templates

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Creating a Template

Templates allow you to create a boilerplate document that can be used over and over. For example, if you look at some of the pre-built templates included in Microsoft Word, you will see letters, reports, flyers, and many more document types that you can customize.

Let’s create a report template. To start, click Insert → Cover Page → Integral:

Place your cursor on the second page. Click References → Table of Contents → Automatic Table 2:

Click OK in the dialog that appears:

Press Ctrl + Enter to create a new page. Click the Home tab and click the Heading 1 style:

Type “Main Title:”

Press Enter. Click the Heading 2 style on the Home tab:

Type “Sub Title:”

Now, click Insert → Footer → Integral:

We now have a basic format for a document. Leave the document open and continue to the next topic.

Saving a Template

After having constructd your template, you need to save it in a special format. Click File → Save As:

With the Save As category selected, you have the option to save the template to your computer or to your OneDrive account (if you have signed into Office using a Microsoft account). Click the Computer option and then click Browse:

The Save As dialog will open. Click the “Save as type” drop-down menu and choose “Word Template:”

When the Word Template option is chosen, the Save As dialog will automatically navigate to the Custom Word Templates folder. Type “Module 1-2 Complete” in the “File name” field and then click Save:

The template will now be saved and available from the File → New gallery, under the Personal category: