Create a template

A template is simply a starting point. A Word (or any other Office) template is something that you create once that can be used over and over again. To create a template, you can start with a document you already created, one you downloaded, or a brand new one that you decide to customize in any number of ways.

  1. To save a document as a template, click File > Save As.
  2. Double-click Computer.

The Save As window, showing the list of places where you can save a document

  1. Type a name for your template in the File name box.
  2. For a basic template, click Word Template in the Save as type list.

Save document as a template

If your document contains macros, click Word Macro-Enabled Template.

Word automatically goes to the Custom Office Templates folder.

  1. Click Save.

 Tip    To change where Word automatically saves your templates, click File > Options > Save and type the folder and path you want to use in the Default personal templates location box. Word will save any new templates in that folder, and when you click File > New > Personal, Word will show you the templates in that folder.

Edit your template

To update your template, open the file, make the changes you want, and then save the template.

  1. Click File > Open.
  2. Double-click Computer.
  3. Browse to the Custom Office Templates folder that’s under My Documents.
  4. Click your template, and click Open.
  5. Make the changes you want, then save and close the template.

Add content to your template

Add content controls, such as drop-down lists and date pickers. Add instructional text to explain how to use your template. Add password protection to help prevent someone from deleting or changing your template.

See Edit templates for more information.

Use your template to make a new document

To start a new document based on your template, click File > New > Personal, and click your template.

Link to personal templates

Use your templates from earlier versions of Word

If you made templates in an earlier version of Word, you can still use them in Word 2013. The first step is to move them into the Custom Office Templates folder where Word can find them. To move your templates quickly, use the Fix it tool.

 
 
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Word 2013