Lesson 20: Templates

Templates

Word provides several standard templates and wizards, for example: letters, memos and press releases.

Click on “File” menu in the toolbar
Click on “New”

A dialog box appears, view the different tabs with different offers.
We see documents with a wand, these are the Wizards, the ones without the wand are the templates.
However, they may not make sense to you, you can put in little effort to make one yourself:
In this example we will create a template of a previously formatted letter.
We open the first letter that has already been created with the right margin settings.

Defining the style of the recipient

Place the cursor before the word “Mr.”
Click ‘Insert Table’ button
Select a row or a column
Place the cursor at the left edge of the table and drag it 7.5 cm to the right
Select all data (Sir Peter De Smet, Ghent Job 97, 9100 St Nicholas, St Nicholas: and Subject)
Press the “Delete” button to remove it
Select the table row
Click on “Format” in the menu bar
Select “Style”
A dialog box appears:

Click on “New”
Enter a name
Choose type as ‘Character’
Select the “Add to Template” box
Click on “Format”
Choose “Font”
Choose the desired settings for the complete letter
Click Ok
Click on “Apply”

We add a fixed spacingto keep the date of the letter in the same position:

Click on the “Format” menu
Select “Paragraph”
In the “Distance To”, type 24
In the “Distance After”, type 24
Click OK
Type the name of yourcityand a comma
Also we want to add the current date:
Click on “Insert” in the menu bar
Select “Date and Time”
Choose the desired display
Select the checkbox for “Automatic Update” to always include the current date in our letter
Click OK
Select this rule

Drag the rectangular paragraph mark clockwise to 7.5 cm
Click “Enter”
Drag the paragraph mark to the left to zero
Type “Subject”
Press “Enter”
Type “Dear”
Press “Enter”

Now we only have to define styles for the date, subject and content of the letter

Defining the style for Date in the letter :

Select the date
Choose from the “Format” menu and select “Style”
In the dialog box click on “New”
Type a name
The type is “Paragraph”, if it has not been set
Select the box “Add to Template”
Click Ok
Click on “Apply”

Defining the subject:

Select the paragraph with the topic
Choose from the “Format” menu and select “Style”
In the dialog box click on “New”
Type a name
The type”Paragraph” is already selected
Select the “Add to Template” box
Click on “Format” to set several standard available types to format this paragraph
Click OK
Click on “Apply”

Defining the style of the letter contents

First we set the paragraph attributes in

Select the paragraph
Click on the “Format” menu
Select the “Paragraph” box
Set the desired distances
Click OK

Define the style:

Select the paragraph again
Choose from the “Format” menu and select “Style”
In the dialog box click on “New”
Type a name
The type is “Paragraph”, if it has not been set
Select the “Add to Template” box
Click Ok
Click on “Apply”

Now all parts of the letter are set, we save the letter as a template:

Click on “File” in the menu bar
Choose “Save As”
Type a name, eg standard letter
Click again in the “File” menu and “Save As”
Select “Document Template”

The templates folder is opened

Double-click the folder “Letters and Faxes”
Click on the “Save” button
Word will now save your own template in the “Letters and Faxes” template

To create a letter with your own template, click on the “File” menu, choose “New” tab and “Letters and Faxes” we find our template “Standard Letter” back.

Double-click to open it.

Wizards

To start a wizard we click on “File” in the menu bar and select “New”

Select the “Letters and Faxes” tab

The documents with the wand are Wizards, as we have already learned

Click for example: the “Fax” Wizard
Click OK

A dialog box appears:

Now you go through different sheets by clicking the “Next” button.
To edit an existing document or to fax, you first open the document.
Fill each desired field with the data.
This is so obvious that we dont have to dwell on it.
As we go through each page of the fax Wizard on our screen, enter the desired fields.
Press the “Send Fax” button.

Awesome!
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Lesson 20

Office 97 - Word