In a combo box, users can select from a list of choices that you provide or they can type in their own information. In a drop-down list, users can only select from the list of choices. Select the content control, and then on the Developer tab, in the Controls group, click Properties. Repeat this step until all of the choices are in the drop-down list. You can create rich text content controls for each version of the boilerplate text, and then you can use a building block gallery control as the container for the rich text content controls.
On the Developer tab, in the Controls group, click Properties. Click the Gallery and the Category for the building blocks that you want to make available in the building block control.
Select the content control, and click Properties in the Controls group. In the Content Control Properties dialog box, choose whether the content control can be deleted or edited when someone uses your template. To keep several content controls or even a few paragraphs of text together, select the controls or the text, and then click Group in the Controls group. For example, perhaps you have a three-paragraph disclaimer.
If you use the Group command to group the three paragraphs, the three-paragraph disclaimer cannot be edited and can be deleted only as a group. Instructional text can enhance the usability of the template that you create. You can change the default instructional text in content controls.
On the Developer tab, in the Controls group, click Design Mode. On the Developer tab, in the Controls group, click Design Mode to turn off the design feature and save the instructional text. You can add protection to individual content controls in a template to help prevent someone from deleting or editing a particular content control or group of controls, or you can help protect all of the template content with a password. On the Developer tab, in the Controls group, click Group , and then click Group again.
In the Content Control Properties dialog box, under Locking , do any of the following:. Select the Content control cannot be deleted check box, which allows the content of the control to be edited but the control itself cannot be deleted from the template or a document that is based on the template.
Select the Contents cannot be edited check box, which allows you to delete the control but does not allow you to edit the content in the control. Use this setting when you want to protect text if it is included.
For example, if you often include a disclaimer, you can help ensure that the text stays the same, and you can delete the disclaimer for documents that don't require it. To assign a password to the document so that only reviewers who know the password can remove the protection, do the following:. On the Review tab, in the Protect group, click Restrict Editing. Type a password in the Enter new password optional box, and then confirm the password.
Important: If you choose not to use a password, anyone can change your editing restrictions. Use strong passwords that combine uppercase and lowercase letters, numbers, and symbols.
Weak passwords don't mix these elements. Strong password: Y6dh! Weak password: House Passwords should be at least 8 characters long. In general, longer a password is, the more secure it is. It is critical that you remember your password. If you forget your password, Microsoft cannot retrieve it. Store the passwords that you write down in a secure place away from the information that they help protect.
For example, a business plan is a common document that is written in Word. Instead of creating the structure of the business plan from scratch, you can use a template with predefined page layout, fonts, margins, and styles. All you have to do is open a template and fill in the text and the information that is specific to your document.
When you save the document as a. In a template, you can provide recommended sections or required text for others to use, as well as content controls such as a predefined drop-down list or a special logo. You can add protection to a section of a template, or you can apply a password to the template to help protect the contents of the template from changes. You can find Word templates for most kinds of documents on Office. If you have an Internet connection, click the File tab, click New , and then click the template category that you want.
You can also you can create your own templates. You can start with a blank document and save it as a template, or you can create a template that is based on an existing document or template. Make the changes that you want to the margin settings, page size and orientation, styles, and other formats. You can also add content controls such as a date picker, instructional text, and graphics that you want to appear in all new documents that you base on the template.
Give the new template a file name, select Word Template in the Save as type list, and then click Save. Click a template or a document that is similar to the one that you want to create, and then click Create New.
Make the changes you want to the margin settings, page size and orientation, styles, and other formats. You can also add content controls such as a date picker, instructional text, and graphics you want to appear in all new documents that you base on the template.
Building blocks are reusable pieces of content or other document parts that are stored in galleries to be accessed and reused at any time.
You can also save building blocks and distribute them with templates. For example, you may create a report template that provides your template users with two cover letter types to choose from when they create their own report based on your template.
Save and close the template that you have designed just the way you want it and to which you want to add building blocks for template users to choose from. When you fill out the information in the Create New Building Block dialog box, in the Save in box make sure to click the template name. When you send or make the template available to others, the building blocks you saved with the template will be available in the galleries you specified.
You can offer flexibility to anyone who may use your template by adding and configuring content controls, such as rich text controls, pictures, drop-down lists, or date pickers. For example, you might provide a colleague with a template that includes a drop-down list, but your colleague wants to use a different set of options in the drop-down list in the document that he's distributing based on your template.
Because you allowed editing to the drop-down list when you added the content control to the template, your colleague can quickly and easily change the template to meet his needs. To use content controls, you must convert the document to the Word file format by clicking the File tab, clicking Info , clicking Convert , and then clicking OK. Under Customize the Ribbon , click Main Tabs.
Insert a text control where users can enter text. Set or change the properties for content controls. To keep several content controls or even a few paragraphs of text together, select the controls or the text, and then click Group in Controls group.
Important: Office is no longer supported. Upgrade to Microsoft to work anywhere from any device and continue to receive support. Upgrade now. Click the Microsoft Office Button , and then click New. You can also add instructional text, content controls such as a date picker, and graphics that you want to appear in all new documents that you base on the template.
Click the Microsoft Office Button , and then click Open. Click a template that is similar to the one that you want to create, and then click Create New. You can also add instructional text, content controls such as a date picker, and graphics you want to appear in all new documents that you base on the template.
Give the new template a file name, click Word Template in the Save as type box, and then click Save. Note: You can also add content controls to documents. Open the template to which you want to add content controls, and then click where you want to insert a control. On the Developer tab, in the Controls group, click the content control that you want to add to your document or template. For example, you can click Rich Text to insert a rich text control that will appear in any document that is created by using the template.
Note: If content controls are not available, you may have opened a document that was created in an earlier version of Word. You can create a new document from this template by clicking File at the top-left corner of the Word window, clicking New in the left column, then selecting the template that you created.
Matthew Burleigh has been writing tech tutorials since His writing has appeared on dozens of different websites and been read over 50 million times. However, he now works full time writing content online and creating websites.
His main writing topics include iPhones, Microsoft Office, Google Apps, Android, and Photoshop, but he has also written about many other tech topics as well. Disclaimer: Most of the pages on the internet include affiliate links, including some on this site. Store Categories Programs Reviews Devices. Create a Template Based on a Document in Word The steps in this article will assume that you have a document that you have customized and wish to use as a template for future documents.
Step 2: Click the File tab at the top-left corner of the window. Step 3: Click Save As in the column at the left side of the window. Step 4: Enter a name for the template into the File Name field. Step 6: Click the Save button at the bottom-right corner of the window.
Matthew Burleigh.
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