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Word: Templates in Depth (Microsoft 365)

Word: Templates in Depth (Microsoft 365)

1h 13mIntermediate2020-01-28

Authors

Gini von Courter

Gini von Courter

Teaching computer classes on Microsoft Office for 20+ years

Course details

Microsoft Word templates consist of predefined page layouts, fonts, margins, and styles, and offer the power to reuse the same structure and styles in numerous documents. In this course, Gini von Courter demonstrates how to work with premade Word templates and create custom templates that you can share with your team. Discover how to quickly build professional forms, resumes, invoices, fax cover letters, and more. Plus, explore advanced template options including the use of field codes and the building block gallery.

Topics include:
- Saving time with templates
- Creating a new document from a template
- Finding and downloading templates
- Customizing and saving templates
- Creating a new template
- Converting an existing document to a template
- Sharing and distributing templates
- Advanced templates and features
- Adding building blocks to templates
- Allowing user choice with a content control
- Using field codes in templates

Skills covered

Word ProcessingMicrosoft WordMicrosoft OfficeOffice 365Microsoft 365Business Software and ToolsMicrosoftDeep Dive (X:Y)

Concepts

0. Introduction

  • 01 - Save time with Word templates

1. Create a New Document from a Template

  • 02 - Templates - The basics
  • 03 - Find and download a template
  • 04 - Customize a Word template
  • 05 - Save a Word template

2. Create a New Template

  • 06 - Convert an existing document to a template
  • 07 - Best practices for templates
  • 08 - Locate and edit a template file
  • 09 - Modify template styles
  • 10 - Add or remove styles from a set
  • 11 - Save a style set template
  • 12 - Restrict editing and styles
  • 13 - Work with the global template

3. Share and Distribute Templates

  • 14 - Strategies for sharing templates
  • 15 - Share templates in a workgroup folder
  • 16 - Share templates from a SharePoint team site

4. Advanced Templates and Features

  • 17 - Add building blocks to a template
  • 18 - Allow user choice with a content control
  • 19 - Use field codes in a template

Conclusion

  • 20 - Next steps

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