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They started as basic document formatting tools, and now they are intricate design aids used in many industries.
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Microsoft Word templates have evolved over time. From invitations to brochures, the possibilities are endless.
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Personal and professional uses are both possible. Once selected, just add your text and images. All you have to do is open Microsoft Word, select “File” and “New.” Choose from a variety of categories and find the perfect template. Whether it’s a resume template, a business report, or a flyer, Microsoft Word has you covered. The user-friendly interface makes them accessible to all skill levels. They let people focus on the content instead of spending time on formatting. Templates save time, and keep formatting consistent. Pre-designed options are available, so professional looking documents can be created in a few clicks. Existing document setups have to be configured in such a way that you already thought about needing to update the template BEFORE you actually need to do it.Microsoft Word templates are a useful tool. It is absolutely POSSIBLE to create macros to adapt existing documents but if you are only just now asking about how to do it then it is too late. Similarly, changing the page widths to match a template page setup change means you may also have to visit the table and graphic widths for all those items. For instance, the title of the document is different for each document so pasting in a template version of the cover removes the document title. Unless you have religiously used mapped Content Controls (linked to document metadata) in all those legacy docs then you can't just paste in header/footer/cover/front matter without also needing to re-instate the document specific information.
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Change the front matter (Table of contents field, document history table, acronym list, approvals table etc)įor all of those template-level changes, it would be highly problematic to just automate the updating to match the new template. Other things you might choose to update have the potential to lose document-specific information or require a huge amount of adjusting specific items.Ģ. Importing the template styles is really just the tip of the iceberg but it is a relatively safe thing to do. Refreshing existing documents to better align with updated templates is a complex puzzle. Participating in forums like this allows me to keep learning and sometimes be surprised. Basic Concepts of Microsoft Word - from Shauna Kelly I have been working with Word for more than thirty years and still can't claim to understand all of how it works. For more complex ones, you need to learn how it works, under the hood. Word is a very complex piece of software that Microsoft tries to make appear easy. AutoText, Building Blocks, and the AutoText Field.Style Sets and Word Themes in Microsoft Word.Any remaining issues need to be dealt with manually.įeatures that can be used to more easily update templates (and documents) to new standards include: This will not change everything but is as close as you are going to get. Save the new one, but not over the top of the old one until you are sure you no longer need the old one. Then copy everything from the old document into the new one. To adapt an existing document to a different/revised template, create a new document based on the template. Here is my chapter on them: Templates in Microsoft Word. They are one of the most powerful components of Word. Templates have never simply been the stuff that Microsoft provides with Word. You probably should be creating and using templates. Templates are used to create future documents. When I want to reuse it for a different client, if it is not already a template, I make it into one that is designed for future use on new documents. These days, I often save a document that I have finished as a pdf so I won't be tempted to change it. Ten years later, you look at it to see what it is you said when you created it. You create a document and transmit or use it. I am a lawyer, and for me, documents are historical records and should not be changed. When you save a document, it should be unchecked.įirst, read What is the relationship between a Microsoft Word document and its template? and What happens when I attach a new template to my document? or How do I copy content and settings from a template to a document? by Shauna Kelly MVP and Attaching a Different Template in my chapter on Templates. I join him in advising that you not leave that box checked if you use it. He provided it because your original post showed the dialog to update styles. Īndrew's macro deals with styles, which is why I queried what it is you were trying to do. Quote: I would like to update any/all changes to the template so styles, layout, page size, margins.