How To Create My Own Text Template

Whether you're starting from a congenital-in template or updating one of your own, Word'southward congenital-in tools help y'all update templates to suit your needs. To update your template, open up the file, brand the changes y'all want, and and so relieve the template.

In Microsoft Word, you lot can create a template past saving a document equally a .dotx file, .dot file, or a .dotm fie (a .dotm file type allows you to enable macros in the file).

1. Click File > Open.

2. Double-click This PC. (In Word 2013, double-click Computer).

3. Browse to the Custom Office Templates folder that'south nether My Documents.

4. Click your template, and click Open.

5. Make the changes you want, and so save and close the template.

Add content controls to a template

Brand your templates flexible by adding and configuring content controls, such as rich text controls, pictures, drop-down lists, or engagement pickers.

For example, you might create a template that includes a drib-downwards list. If you permit editing to the drop-down list, other people tin can modify the listing options to run across their needs.

Note:If content controls are non bachelor, yous may have opened a certificate or a template that was created in an earlier version of Word. To employ content controls, you must convert the document to the Word 2013 file format by clicking File > Info > Catechumen, and and so clicking OK. Afterward y'all convert the document or template, save information technology.

Before you tin can add content controls, you need to show the Developer tab.

1. Click File > Options > Customize Ribbon.

2. Nether Customize the Ribbon, select Main Tabs.

3. In the list, select the Programmer check box, and then click OK.

Add content controls

On the Developer tab, in the Controls group, click Design Mode, and then insert the controls that you want.

Insert a text control where users can enter text

In a rich text content control, users can format text as bold or italic, and they can type multiple paragraphs. If yous want to limit what users add, insert the plain text content control.

1. In the document, click where you want to insert the control.

2. On the Developer tab, in the Controls group, click Rich Text Content Control or the Plain Text Content Control .

Insert a moving picture control

1. Click where you want to insert the control.

2. On the Developer tab, in the Controls group, click Picture Control .

Insert a combo box or a drop-down list

In a combo box, users can select from a list of choices that you provide or they tin can type in their own information. In a drop-downwards listing, users can only select from the list of choices.

1. On the Developer tab, in the Controls grouping, click the Combo Box Content Control or Drib-Down List Content Command .

2. Select the content command, and so on the Developer tab, in the Controls group, click Properties.

   

3. To create a listing of choices, click Add under Philharmonic Box Properties or Drop-Down List Properties.

4. Type a choice in the Display Proper noun box, such every bit Yep, No, or Peradventure. Repeat this step until all of the choices are in the driblet-downwardly list.

5. Fill in any other properties that you want.

Notation:If yous select the Contents cannot be edited check box, users won't be able to click a choice..

Insert a date picker

1. Click where you want to insert the date picker control.

2. On the Developer tab, in the Controls group, click the Date Picker Content Control .

Insert a check box

1. Click where you want to insert the bank check box control.

2. On the Programmer tab, in the Controls group, click the Check Box Content Control .

Insert a building block gallery control

You can utilize building cake controls when you want people to choose a specific cake of text.

For example, building block controls are helpful if you're setting up a contract template, and y'all need to add together different boilerplate text depending on the contract's specific requirements. You tin can create rich text content controls for each version of the boilerplate text, and so y'all can use a edifice block gallery command every bit the container for the rich text content controls.

Yous can also use a building block control in a form.

1. Click where you want to insert the control.

2. On the Developer tab, in the Controls group, click Building Cake Gallery Content Control .

3. Click the content control to select it.

4. On the Programmer tab, in the Controls grouping, click Properties.

   

5. Click the Gallery and the Category for the building blocks that you want to brand available in the building block control.

Ready or alter the properties for content controls

1. Select the content control, and click Backdrop in the Controls group.

   

2. In the Content Control Properties dialog box, choose whether the content control can be deleted or edited when someone uses your template.

3. To go on several content controls or even a few paragraphs of text together, select the controls or the text, and then click Group in the Controls group.

   

For case, peradventure you accept a three-paragraph disclaimer. If you use the Group command to group the three paragraphs, the three-paragraph disclaimer cannot be edited and can be deleted simply as a group.

Add instructional text to a template

Instructional text can heighten the usability of the template that yous create. You tin change the default instructional text in content controls.

To customize the default instructional text for your template users, do the following:

1. On the Programmer tab, in the Controls grouping, click Design Mode.

   

2. Click the content control where you want to revise the placeholder instructional text.

3. Edit the placeholder text and format it any way y'all want.

4. On the Programmer tab, in the Controls group, click Blueprint Style to turn off the design feature and save the instructional text.

Add protection to a template

You tin add protection to individual content controls in a template to help foreclose someone from deleting or editing a particular content control or group of controls, or you can assistance protect all of the template content with a password.

Add protection to parts of a template

1. Open up the template that yous want to add protection to.

2. Select the content controls to which you desire to restrict changes.

   Tip:Select multiple controls by property down the CTRL key while you click the controls.

3. On the Developer tab, in the Controls group, click Grouping, and so click Group once again.

   

4. On the Programmer tab, in the Controls group, click Properties.

   

5. In the Content Control Properties dialog box, nether Locking, do any of the post-obit:

   • Select the Content control cannot be deleted bank check box, which allows the content of the control to be edited but the control itself cannot be deleted from the template or a certificate that is based on the template.

   • Select the Contents cannot exist edited check box, which allows you to delete the control simply does non allow you to edit the content in the control.

Utilize this setting when you want to protect text if it is included. For example, if y'all frequently include a disclaimer, you tin can assistance ensure that the text stays the same, and you lot can delete the disclaimer for documents that don't require information technology.

Assign a countersign to a template

To assign a password to the document so that only reviewers who know the password tin can remove the protection, do the post-obit:

1. Open up the template that you lot want to assign a password to.

2. On the Review tab, in the Protect group, click Restrict Editing.

3. Nether Start enforcement, click Yeah, Kickoff Enforcing Protection.

4. Blazon a countersign in the Enter new countersign (optional) box, and so confirm the password.

Important:If yous choose not to use a countersign, anyone can alter your editing restrictions.

Use strong passwords that combine uppercase and lowercase letters, numbers, and symbols. Weak passwords don't mix these elements. Strong password: Y6dh!et5. Weak password: House27. Passwords should be at least eight characters long. In full general, longer a password is, the more than secure it is.

It is critical that you call up your password. If you lot forget your password, Microsoft cannot recollect information technology. Store the passwords that yous write down in a secure place abroad from the information that they help protect.

A template is a document type that creates a copy of itself when you open information technology.

For case, a business plan is a common document that is written in Give-and-take. Instead of creating the structure of the business concern plan from scratch, you can use a template with predefined folio layout, fonts, margins, and styles. All you lot have to do is open a template and fill in the text and the information that is specific to your certificate. When you lot relieve the document as a .docx or .docm file, you save your document separately from the template on which it is based.

In a template, you tin can provide recommended sections or required text for others to utilize, besides every bit content controls such as a predefined drop-downward list or a special logo. You can add together protection to a section of a template, or y'all tin can utilize a countersign to the template to help protect the contents of the template from changes.

You tin find Word templates for most kinds of documents on Office.com. If you accept an Internet connection, click the File tab, click New, and then click the template category that y'all desire. You tin likewise yous can create your own templates.

You lot tin can outset with a bare document and salve it every bit a template, or yous can create a template that is based on an existing document or template.

Start with a blank template

1. Click the File tab, and then click New.

2. Click Bare certificate, and and so click Create.

3. Brand the changes that you want to the margin settings, folio size and orientation, styles, and other formats.

   You can as well add content controls such as a engagement picker, instructional text, and graphics that you lot want to appear in all new documents that you base on the template.

4. Click the File tab, and so click Save As.

5. Give the new template a file proper name, select Discussion Template in the Salvage as type list, and so click Save.

   Notation:You lot tin can also save the template as a Word Macro-Enabled Template (.dotm file) or a Word 97-2003 Template (.dot file).

6. Close the template.

1. Click the File tab, and then click New.

2. Nether Available templates, click New from existing.

3. Click a template or a document that is like to the one that you want to create, and then click Create New.

4. Make the changes you desire to the margin settings, page size and orientation, styles, and other formats.

   You tin also add content controls such equally a date picker, instructional text, and graphics y'all want to appear in all new documents that you base of operations on the template.

5. Click the File tab, and then click Relieve Equally.

6. Requite the new template a file name, select Word Template in the Relieve as type list, and and so click Save.

   Notation:You tin also save the template equally a Give-and-take Macro-Enabled Template (.dotm file) or a Word 97-2003 Template (.dot file).

7. Close the template.

Edifice blocks are reusable pieces of content or other document parts that are stored in galleries to be accessed and reused at whatever fourth dimension. You can too save building blocks and distribute them with templates.

For example, you may create a report template that provides your template users with two embrace letter of the alphabet types to choose from when they create their own report based on your template.

1. Relieve and shut the template that you take designed just the way yous want it and to which you lot want to add building blocks for template users to choose from.

2. Open up the template.

   Go on open the template to which you want to add building block options for template users.

3. Create the building blocks that you want to provide to your template users.

   When y'all fill out the information in the Create New Building Block dialog box, in the Salve in box brand sure to click the template proper noun.

4. Distribute the template.

   When yous transport or brand the template available to others, the building blocks you saved with the template will be available in the galleries you specified.

You can offering flexibility to anyone who may use your template by adding and configuring content controls, such as rich text controls, pictures, driblet-down lists, or engagement pickers.

For example, you might provide a colleague with a template that includes a drop-down list, simply your colleague wants to use a different prepare of options in the drib-downwardly listing in the document that he's distributing based on your template. Considering you immune editing to the driblet-down list when you added the content command to the template, your colleague tin can quickly and hands change the template to run across his needs.

Note:If content controls are not available, yous may take opened a document or a template that was created in an before version of Word. To utilize content controls, you must catechumen the document to the Discussion 2010 file format by clicking the File tab, clicking Info, clicking Convert, and and so clicking OK. After you lot convert the certificate or template, save it.

To add content controls, you demand to show the Programmer tab.

Testify the Developer tab

1. Click the File tab.

2. Click Options.

3. Click Customize Ribbon.

4. Under Customize the Ribbon , click Main Tabs.

5. In the listing, select the Programmer check box, and and then click OK.

   

Add together content controls

On the Developer tab, in the Controls grouping, click Design Mode, and then insert the controls that you want.

Insert a text control where users can enter text

In a rich text content control, users can format text as assuming or italic, and they tin can blazon multiple paragraphs. If y'all desire to limit what users add, insert the obviously text content command.

1. Click where y'all want to insert the control.

2. On the Developer tab, in the Controls group, click Rich Text Content Control or the Apparently Text Content Command .

Insert a picture control

1. Click where you lot desire to insert the control.

2. On the Developer tab, in the Controls group, click Motion picture Command.

   

Insert a philharmonic box or a drop-down list

In a combo box, users can select from a listing of choices that you provide or they can type in their own information. In a drib-down listing, users tin can but select from the list of choices.

1. On the Developer tab, in the Controls group, click the Combo Box Content Control or Drop-Down List Content Control .

2. Select the content control, then on the Developer tab, in the Controls group, click Properties.

   

3. To create a list of choices, click Add together under Combo Box Properties or Drop-Downwardly List Properties.

4. Type a choice in the Display Proper noun box, such as Yes, No, or Maybe.

   Echo this stride until all of the choices are in the drib-downwards list.

5. Fill in any other properties that you desire.

   Annotation:If yous select the Contents cannot be edited check box, users won't exist able to click a choice.

Insert a date picker

1. Click where you desire to insert the engagement picker command.

2. On the Programmer tab, in the Controls group, click the Date Picker Content Control.

   

Insert a check box

1. Click where you want to insert the check box command.

2. On the Developer tab, in the Controls group, click the Cheque Box Content Control.

   

Insert a building block gallery control

Y'all tin use building cake controls when yous want people to choose a specific block of text.

For example, building block controls are helpful if you're setting up a contract template, and you need to add different average text depending on the contract's specific requirements. Y'all can create rich text content controls for each version of the average text, then you can use a edifice block gallery command as the container for the rich text content controls.

You can also use a building block control in a form.

1. Click where you want to insert the control.

2. On the Developer tab, in the Controls group, click Building Block Gallery Content Control.

   

3. Click the content control to select it.

4. On the Programmer tab, in the Controls group, click Properties.

5. Click the Gallery and the Category for the building blocks that you want to make available in the building block control.

Set or modify the properties for content controls

1. Select the content command, and click Backdrop in the Controls group.

2. In the Content Control Backdrop dialog box, choose whether the content control tin exist deleted or edited when someone uses your template.

3. To keep several content controls or even a few paragraphs of text together, select the controls or the text, then click Group in Controls group.

   For example, peradventure you lot accept a iii-paragraph disclaimer. If y'all use the Group control to group the iii paragraphs, the three-paragraph disclaimer cannot exist edited and tin can be deleted only as a group.

Add instructional text to a template

Instructional text can enhance the usability of the template that you lot create. You can change the default instructional text in content controls.

To customize the default instructional text for your template users, do the following:

1. On the Developer tab, in the Controls group, click Pattern Mode.

   

2. Click the content control where y'all want to revise the placeholder instructional text.

3. Edit the placeholder text and format it any way you want.

4. On the Developer tab, in the Controls group, click Blueprint Fashion to turn off the pattern feature and salvage the instructional text.

Y'all can add protection to individual content controls in a template to assistance preclude someone from deleting or editing a particular content control or group of controls, or you can help protect all of the template content with a password.

Add protection to parts of a template

1. Open up the template that you want to add protection to.

2. Select the content controls to which y'all want to restrict changes.

   To select multiple controls agree down the CTRL key while you click the controls.

3. On the Developer tab, in the Controls group, click Grouping, and then click Group again.

4. On the Developer tab, in the Controls group, click Backdrop.

5. In the Content Control Properties dialog box, under Locking, do any of the post-obit:

   • Select the Content control cannot be deleted cheque box, which allows the content of the control to be edited merely the control itself cannot be deleted from the template or a document that is based on the template.

   • Select the Contents cannot be edited check box, which allows y'all to delete the control but does not allow you to edit the content in the control.

     Apply this setting when you want to protect text if it is included. For example, if you often include a disclaimer, yous can help ensure that the text stays the aforementioned, and you can delete the disclaimer for documents that don't require information technology.

Assign a countersign to a template

To assign a password to the document and then that but reviewers who know the password can remove the protection, do the following:

1. Open the template that you want to assign a password to.

2. On the Review tab, in the Protect group, click Restrict Editing.

3. Under Start enforcement, click Yes, Start Enforcing Protection.

4. Type a password in the Enter new countersign (optional) box, and then ostend the password.

   Important:If you choose not to apply a countersign, anyone tin can change your editing restrictions.

   Passwords should exist viii or more characters in length.

   It is critical that y'all recollect your password. If you forget your password, Microsoft cannot retrieve information technology. Store the passwords that you write downwardly in a secure place abroad from the information that they help protect.

A template is a document type that creates a copy of itself when y'all open information technology.

For example, a business program is a common document that is written in Discussion. Instead of creating the construction of the business programme from scratch, yous can use a template with predefined page layout, fonts, margins, and styles. All you have to do is open a template and fill up in the text and the information that is specific to your document. When you salvage the certificate as a .docx or .docm file, you save your document separately from the template on which it is based.

In a template, y'all tin provide recommended sections or required text for others to use, as well as content controls such every bit a predefined drop-down list or a special logo. You tin add together protection to a section of a template, or you tin can apply a password to the template to assist protect the contents of the template from changes.

Yous tin find Discussion templates for nearly kinds of documents on Role.com. If you have an Internet connexion, click the File tab, click New, and so click the template category that yous want. Y'all can also you lot tin can create your own templates.

Important: Office 2007 is no longer supported. Upgrade to Microsoft 365 to work anywhere from any device and continue to receive back up.

Upgrade now

Y'all can start with a blank document and relieve it as a template, or y'all can create a template that is based on an existing document or template.

Kickoff with a blank template

1. Click the Microsoft Office Button , and so click New.

2. Click Bare document, and so click Create.

3. Make the changes that you want to the margin settings, page size and orientation, styles, and other formats.

   You can also add instructional text, content controls such every bit a date picker, and graphics that you want to appear in all new documents that yous base on the template.

4. Click the Microsoft Office Push , and and so click Save Equally.

5. Give the new template a file name, select Give-and-take Template in the Salvage as type listing, and then click Salvage.

   Note:You tin besides save the template as a Word Macro-Enabled Template (.dotm file) or a Discussion 97-2003 Template (.dot file).

6. Close the template.

1. Click the Microsoft Part Push , and then click Open.

2. Open the certificate that you want.

3. Make the changes that y'all want to announced in all new documents that you base on the template.

4. Click the Microsoft Office Button , and and then click Relieve As.

5. Give the new template a file name, select Give-and-take Template in the Save as blazon list, then click Save.

   Note:You lot can as well save the template as a Give-and-take Macro-Enabled Template (.dotm file) or a Discussion 97-2003 Template (.dot file).

6. Shut the template.

1. Click the Microsoft Office Push , and then click New.

2. Under Templates, click New from existing.

3. Click a template that is like to the one that you want to create, and so click Create New.

4. Brand the changes you lot desire to the margin settings, page size and orientation, styles, and other formats.

   You tin can likewise add instructional text, content controls such as a engagement picker, and graphics y'all want to announced in all new documents that yous base on the template.

5. Click the Microsoft Office Push , and then click Save Every bit.

6. Give the new template a file name, click Give-and-take Template in the Salvage equally type box, and so click Save.

   Annotation:Y'all can as well save the template equally a Give-and-take Macro-Enabled Template (.dotm file) or a Word 97-2003 Template (.dot file).

7. Shut the template.

You can offer flexibility to anyone who may apply your template past adding and configuring content controls, such as rich text controls, pictures, drop-downwardly lists, or date pickers.

For instance, yous might provide a colleague with a template that includes a driblet-down listing, but your colleague wants to use a dissimilar set of options in the drop-down listing in the document that he's distributing based on your template. Because yous immune editing to the drop-downwards listing when you added the content control to the template, your colleague tin quickly and hands change the template to run across his needs.

Add content controls

Note:You can too add together content controls to documents.

1. Click the Microsoft Office Button , and and then click Word Options.

2. Click Popular.

3. Select the Show Developer tab in the Ribbon check box, so click OK.

   Note:The Ribbon is a component of the Microsoft Office Fluent user interface.

4. Open the template to which you want to add together content controls, and so click where you want to insert a command.

5. On the Programmer tab, in the Controls group, click the content control that you lot want to add together to your document or template.

   For example, you lot tin can click Rich Text to insert a rich text control that will appear in whatever certificate that is created past using the template.

   Note:If content controls are non bachelor, yous may accept opened a certificate that was created in an earlier version of Give-and-take. To utilise content controls, you must catechumen the document to the Word 2007 file format past clicking the Microsoft Role Button , clicking Convert, so clicking OK. After you convert the document, save it.

6. Select the content control, and click Properties in the Controls group.

7. In the Content Control Properties dialog box, choose whether the content control can exist deleted or edited when someone uses your template.

8. To proceed several content controls or fifty-fifty a few paragraphs of text together, select the controls or the text, and and so click Group in Controls group.

   For case, perhaps y'all have a three-paragraph disclaimer. If yous use the Grouping command to group the 3 paragraphs, the three-paragraph disclaimer cannot be edited and can be deleted only as a group.

Add instructional text to a template

Sometimes it is useful to include placeholder instructions for how to fill out a particular content control that you have added to a template. The instructions are replaced by content when someone uses the template.

1. On the Developer tab, in the Controls grouping, click Design Mode.

2. If you lot haven't already added a content control to your document, click where you want the control to appear, and so click a control.

   Note:If content controls are not available, you may have opened a document created in an before version of Word. To utilise content controls, you must convert the certificate to the Word 2007 file format by clicking the Microsoft Role Button , clicking Convert, and and then clicking OK. After you convert the document, save it.

3. On the Programmer tab, in the Controls group, click Design Style.

4. Click the content control to which you desire to add placeholder text.

5. Edit the placeholder text and format it whatever way you desire.

   If y'all add a text box content control and y'all want the placeholder text to disappear when someone types in their ain text, in the Controls group, click Properties, and so select the Remove content command when contents are edited check box.

Save and distribute edifice blocks with a template

Building blocks are reusable pieces of content or other document parts that are stored in galleries to exist accessed and reused at any time. Yous can also salve building blocks and distribute them with templates. For instance, you lot may create a report template that provides your template users with two cover letter types to cull from when they create their own written report based on your template.

1. Save and shut the template that you have designed just the fashion you desire it and to which you want to add building blocks for template users to choose from.

2. Open the template.

   Go along open the template to which you desire to add building cake options for template users.

3. Create the building blocks that you want to provide to your template users.

   When you make full out the information in the Create New Building Block dialog box, in the Save in box make sure to click the template name.

4. Distribute the template.

   When you ship or make the template bachelor to others, the building blocks y'all saved with the template will exist available in the galleries you specified.

You can add protection to individual content controls in a template to help forbid someone from deleting or editing a item content control or grouping of controls, or you lot tin help protect all of the template content with a password.

Add together protection to parts of a template

1. Open the template that you desire to add protection to.

2. Select the content controls or the group of controls to which you lot want to restrict changes.

3. On the Developer tab, in the Controls grouping, click Backdrop.

4. In the Content Control Properties dialog box, under Locking, do whatsoever of the post-obit:

   • Select the Content command cannot be deleted check box, which allows the content of the command to be edited but the control itself cannot be deleted from the template or a certificate that is based on the template.

   • Select the Contents cannot be edited bank check box, which allows yous to delete the control but does not allow y'all to edit the content in the control.

     Use this setting when you desire to protect text if it is included. For example, if you often include a disclaimer, y'all tin assistance ensure that the text stays the aforementioned, and you can delete the disclaimer for documents that don't require it.

Add together protection to all of the contents of a template

1. Open the template that y'all want to help protect from changes.

2. On the Developer tab, in the Protect group, click Protect Certificate, and so click Restrict Formatting and Editing.

3. In the Protect Document chore pane, under Editing restrictions, select the Allow only this type of editing in the certificate bank check box.

4. In the listing of editing restrictions, click the restrictions that y'all want.

5. To choose additional brake options, such as who can read or change the document, click Restrict permission.

   Restriction options include setting an expiration date for the certificate and allowing users to re-create content.

6. Under Get-go enforcement, click Yes, Start Enforcing Protection.

7. To assign a password to the document so that only reviewers who know the password can remove the protection, type a password in the Enter new password (optional) box, and and then confirm the password.

   Of import:If yous choose not to use a password, anyone can change your editing restrictions.

For case, a business plan is a common document written in Word. Instead of creating the structure of the business plan from scratch, you can utilize a template with predefined folio layout, fonts, margins, and styles. All you take to do is open a template and fill up in the text and the data that is specific to your certificate. When yous save the document equally a .docx or .docm file, y'all save your document separately from the template on which it is based.

Templates are exactly like documents in that you tin can provide recommended sections or required text for others to use, as well every bit content controls such as a predefined drop-downward list or a special logo. You can add protection to a section of a template, or you tin can apply a password to the template to help protect the contents of the template from changes.

Yous can notice Word templates for most kinds of documents on Microsoft Office Online. If you have an Cyberspace connection, click the Microsoft Role Button , click New, and so click the template category that you want. Alternatively, yous can create your own templates.

How To Create My Own Text Template,

Source: https://support.microsoft.com/en-us/office/save-a-word-document-as-a-template-cb17846d-ecec-49d4-82ea-a6f5e3e8b9ae

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