Page 16 of 19PREVNEXT

Save time with templates

Process of opening and editing template file


What if some vital part of the template information becomes outdated? Suppose you update your company logo and want the new logo to appear in the template. Here's how you'd open it up and edit it:

Callout 1 Click the Microsoft Office Button Button image, and click Open.
Callout 2 Click the Trusted Templates folder.
Callout 3 Select the template, and click Open.

Rather than opening up a copy of itself, the template itself opens up in this case. Changes you make and save are saved to the template file. From now on, when you fill out a new invoice based on this template, your new logo will be in place.

Protecting your templates     If you have created a template that other people in your company plan to use, consider protecting the template's contents against edits to the template that you may not want. For example, you can set up a password for the template that a person would need to know in order to edit it. For more about this sort of thing, see the Quick Reference Card at the end of the course.

Page 16 of 19PREVNEXT