MICROSOFT WORD 2010 Lesson 6: Word Templates

The goal of this lesson is for the students to successfully create and work with templates. The student will create a new document using a Word Template, modify template elements, create a custom template, and work with a custom template. Learning Goal of Lesson 1

Learning Objectives On completion of this lesson, students will be able to:  Understand templates  Create a new document from a template  Work with template elements  Create a custom template  Use a custom template

Understanding Templates

Understanding Templates: What is a Template?  Templates help the users create Word documents in an effortless and fast method.  Word 2010 provides some built-in templates which can be used to create attractive looking documents, you can also download and install additional templates.

Understanding Templates: Types of Templates  How are templates used in MS-Word?  There are many standardized templates which can be used such as: Memos Faxes Letters Newsletters Resume Calendar Job descriptions Invitations and more!

Understanding Templates: Template vs. Document  Template is a special type of Word document that contain styles, formatting, and often a header/footer.  Document a specific type of file produced or edited by a specific application.

Understanding Templates:.dotx vs..dotm  A Template is basically the same as a normal document, except that it has the extension.dotx or.dotm rather than.docx, as normal documents do.  The difference between.dotx and.dotm templates is that.dotm templates allow macros and.dotx templates do not.

Understanding Templates: How to Create Document, based on a Template In the File Tab of Word, click New.

Understanding Templates: Download A Template from MS Office Online 10 Select a category

Understanding Templates: Download A Template from MS Office Online

 You can click on the “thumbnail” of the template and review more “details” about the template.

Understanding Templates: Download A Template from MS Office Online  Click “Download”

Understanding Templates: Download A Template from MS Office Online  Read the MS Agreement and click “Accept”

Understanding Templates: Download A Template from MS Office Online  Click “Download”

Placeholders & Sample Text

Placeholders & Sample Text: In Templates  When you create your template, add placeholders to store the information you’ll replace when you’re creating the actual document.  One trick for adding dummy text easily is to use the rand() field. Simply click at the start of a new line and type =rand(). Word inserts a sample of text you can use to fill the space.  Create placeholders not only for text blocks but also for tables, pull quotes, captions, headlines, banners, tables of contents, images, and so on.  This will save you time when you begin adding live content to the document down the road.

Placeholders & Sample Text: Using Placeholders  Type =rand() and press ENTER This is what you get!

Placeholders & Sample Text: Entering Data Into A Placeholder  Click & Type to insert text in a placeholder.

Content Controls In Templates

Content Controls: What are Content Controls?  A Content Control is a customizable tool you add to your page that elicits some kind of action from the person using the document.  It might ask the reader to choose something from a list; it might offer check boxes or a comments box; or it might display information, such as customer name, product, or address.

Content Controls: When to Use Content Controls?  Maybe you plan to insert a customer’s name at the start of a newsletter or customize a section of content based on what the customer purchased last month.  If your template will include such variable information, you can add Content Controls to the template as you create it.

Content Controls: Developer Tab  To add and work with content controls, you must first display the Developer Tab on the Ribbon.  Click the File tab, click Options, click Customize Ribbon, and click Developer in the box on the right.

Using the Developer Tab

Developer Tab: Plain Text Content Control  In the Controls Group, click “Plain Text Content Control” to add this feature to the 1 st cell in the 2 nd column

Developer Tab: Plain Text Content Control  Next, click the cell next to “Hire Date”. In the Controls group, click the Date Picker button to add a Date Picker to the second cell  Your screen should look like this…

Developer Tab: Combo Box Content Control  Click the third cell in the second column (next to Title).  In the Controls group, click the Combo Box button to add a Combo Box the third cell.

Developer Tab: Picture Content Control  Click the last cell in the second column (next to Picture).  In the Controls group, click the Picture Content Control button to add a Picture Content to the last cell. Your screen should look like this…

Developer Tab: Protecting Content Control  Protect your Content Control  Use “Word Help” it is a great resource!

Custom Templates

Custom Templates: Build Your Own  Word 2010 enables you to create your own templates.  View the following videos to create your own template: own-templates-RZ aspx?section=11 own-templates-RZ aspx?section=11

Test Your Knowledge Answer Key: 1. FALSE Templates may be modified. 2. TRUE True/False 1. When you create a document from a template, you must use all of the elements that come with the template. 2. Unlike other templates, the Normal Document template does not have any text or graphics that are present. 3. Content controls are present in templates and allow the user to replace them with appropriate text.

Test Your Knowledge Answer Key: 1. FALSE The Word 2010 Document Template file extension is.dotx. 2. FALSE Templates may be downloaded at no charge from Microsoft Office Online. True/False 1. The file extension used for Word 2010 templates is.dot. 2. Microsoft Office Online provides most kinds of templates that may be downloaded for a small fee.

Test Your Knowledge Answer Key: 1. Template 2. My Templates 3. All of the above Multiple Choice 1. A ____ is a file that is a starting point for creating other files without recreating formatting or common text. Theme Template FormStyle 2. To find a custom template in the Templates Area when opening a new document, the template must be stored in ____. Windows ImagesMicrosoft Office My TemplatesMy Documents 3. A Template consists of which of the following? Various Fonts Margins StylesAll of the Above

Test Your Knowledge Answer Key: 1. Both A & B (Protection & A Password) 2..dotm Multiple Choice 1. ____ may be added to a template to prevent other users from modifying the contents. ProtectionA Password Text EncodingBoth A & B 2. A template that contains macros should be saved with the following extension..dotm.dotx.mac.dom

 Template .dotm .docx .dotx  Placeholders  Content Control Vocabulary Words Please add the following vocabulary terms to your list of terms and definitions.

Complete the following assignments. When complete, save and submit. Assignments Word Lesson 6 Exercises: What is a Memo? Creating a Memo Creating a Resume Personal Business Letter Minutes Word Lesson 6 – Project 1 Practice What You Have Learned