Create and use your own template

Which Office program are you using?


Word

Templates are files that help you design interesting, compelling, and professional-looking documents. All the formatting is complete; you add what you want to them. Examples are resumes, invitations, memos, and newsletters. You can modify a sheet, workbook, or existing template, and then save it as your very own custom template.

 Note   You can download fax cover sheet templates through the Office for Mac templates page.

Do any of the following:

ShowSave a document as a template

  1. Open the document.
  2. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new documents that you base on the template.
  3. On the File menu, click Save As.
  4. On the Format pop-up menu, click Word Template (.dotx).
  5. In the Save As box, type the name that you want to use for the new template, and then click Save.

Unless you select a different location, the template is saved in /Users/ username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

  1. On the File menu, click Close.

 Tip   To organize templates, use the Finder to create a new folder in /Users/ username/Library/Application Support/Microsoft/Office/User Templates/My Templates, and then save your template in the new folder. If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

ShowCreate a new template based on another template

You can customize an existing template to make it even more useful. Add static information to the existing template, and then save the file again (as a template).

  1. On the Standard toolbar, click New from template  New From Template button.
  2. In the left navigation pane, under TEMPLATES, click All.

 Note   If you can't find a template, you can search for a template based on keywords in the Search box.

  1. Click a template that is similar to the one that you want to create, and then click Choose.
  2. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new documents that you base on the template.
  3. On the File menu, click Save As.
  4. On the Format pop-up menu, click Word Template (.dotx).
  5. In the Save As box, type the name that you want to use for the new template, and then click Save.

Unless you select a different location, the template is saved in /Users/ username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

 Tip   To organize templates, use the Finder to create a new folder in /Users/ username/Library/Application Support/Microsoft/Office/User Templates/My Templates, and then save your template in the new folder. If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

ShowUse a template to create a new document

  1. On the Standard toolbar, click New from template  New From Template button.
  2. In the left navigation pane, under TEMPLATES, click My Templates.

 Note   If you created folders to organize your templates, the folders are displayed under My Templates. You need to click the folder to see the templates.

  1. Click the template that you created, and then click Choose.

ShowDelete a template from My Templates

  1. In the Finder, open /Users/ username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

 Note   If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

  1. Drag the templates that you want to delete to the Trash.

See also

Differences between templates, themes, and Word styles

PowerPoint

You can modify a presentation or an existing template and then save it as your own custom template. Templates can contain layouts, theme colors (theme colors: A set of colors that is used in a file. Theme colors, theme fonts, and theme effects compose a theme.), theme fonts (theme fonts: A major and minor font that is applied to a style. Theme colors, theme fonts, and theme effects compose a theme.), theme effects (theme effects: A set of visual attributes that is applied to elements in a file. Theme colors, theme fonts, and theme effects compose a theme.), background styles, and even content.

Do any of the following:

ShowSave a presentation as a template

  1. Open the presentation that you want to create the new template from.
  2. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new presentations that you base on the template.
  3. On the File menu, click Save As.
  4. On the Format pop-up menu, click PowerPoint Template (.potx).
  5. In the Save As box, type the name that you want to use for the new template, and then click Save.

Unless you select a different location, the template is saved in /Users/ username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

 Tip   To organize templates, use the Finder to create a new folder in /Users/ username/Library/Application Support/Microsoft/Office/User Templates/My Templates, and then save your template in the new folder. If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

ShowCreate a new template based on another template

You can customize an existing template to make it even more useful. Add static information to the existing template, and then save the file again (as a template).

  1. On the Standard toolbar, click New from template  New From Template button.
  2. In the left navigation pane, under TEMPLATES, click All.

 Note   If you can't find a template, you can search for a template based on keywords in the Search box.

  1. Click a template that is similar to the one that you want to create, and then click Choose.
  2. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new documents that you base on the template.

If you want to make one change to replicate it in several slide layouts, rather than changing each layout or slide individually, you can edit slide masters.

  1. On the File menu, click Save As.
  2. On the Format pop-up menu, click PowerPoint Template (.potx).
  3. In the Save As box, type the name that you want to use for the new template, and then click Save.

Unless you select a different location, the template is saved in /Users/ username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

 Tip   To organize templates, use the Finder to create a new folder in /Users/ username/Library/Application Support/Microsoft/Office/User Templates/My Templates, and then save your template in the new folder. If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

ShowUse a template to create a new presentation

  1. On the Standard toolbar, click New from template  New From Template button.
  2. In the left navigation pane, under TEMPLATES, click My Templates.

 Note   If you created folders to organize your templates, the folders are displayed under My Templates. You need to click the folder to see the templates.

  1. In the right navigation pane, you can select the colors, font, and slide size for the template.
  2. Click the template that you created, and then click Choose.

ShowDelete a template from My Templates

  1. In the Finder, open /Users/ username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

 Note   If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

  1. Drag the templates that you want to delete to the Trash.

See also

Modify a slide master

Differences between templates, themes, and Word styles

Excel

Templates are files that help you design interesting, compelling, and professional-looking workbooks. All the formatting is complete; you add what you want to them. Examples are budgets, lists, invoices, and reports. You can modify a document or existing template and then save it as your very own custom template.

 Note   You can download fax cover sheet templates through the Office for Mac templates page.

Do any of the following:

ShowSave a workbook or sheet as a template

  1. Open the workbook that you want to create the new template from.
  2. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new documents that you base on the template.
  3. On the File menu, click Save As.
  4. On the Format pop-up menu, click Excel Template (.xltx).
  5. In the Save As box, type the name that you want to use for the new template, and then click Save.

Unless you select a different location, the template is saved in /Users/ username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

 Tip   To organize templates, use the Finder to create a new folder in /Users/ username/Library/Application Support/Microsoft/Office/User Templates/My Templates, and then save your template in the new folder. If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

ShowCreate a new template based on another template

You can customize an existing template to make it even more useful. Add static information to the existing template, and then save the file again (as a template).

  1. On the Standard toolbar, click New from template  New From Template button.
  2. In the left navigation pane, under TEMPLATES, click All.

 Note   If you can't find a template, you can search for a template based on keywords in the Search box.

  1. Click a template that is similar to the one that you want to create, and then click Choose.
  2. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new documents that you base on the template.
  3. On the File menu, click Save As.
  4. On the Format pop-up menu, click Excel Template (.xltx).
  5. In the Save As box, type the name that you want to use for the new template, and then click Save.

Unless you select a different location, the template is saved in /Users/ username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

 Tip   To organize templates, use the Finder to create a new folder in /Users/ username/Library/Application Support/Microsoft/Office/User Templates/My Templates, and then save your template in the new folder. If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

ShowUse a template to create a new workbook

  1. On the Standard toolbar, click New from template  New From Template button.
  2. In the left navigation pane, under TEMPLATES, click My Templates.

 Note   If you created folders to organize your templates, the folders are displayed under My Templates. You need to click the folder to see the templates.

  1. Click the template that you created, and then click Choose.

ShowDelete a template from My Templates

  1. In the Finder, open /Users/ username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

 Note   If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

  1. Drag the templates that you want to delete to the Trash.

See also

Differences between templates, themes, and Word styles

 
 
Applies to:
Excel for Mac 2011, PowerPoint for Mac 2011, Word for Mac 2011