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MICROSOFT WORD 2010
Lesson 6: Word Templates
The goal of this lesson is for the students to successfully create and work with templates. The student will create a new document using a Word Template, modify template elements, create a custom template, and work with a custom template.
Learning Goal of Lesson 1
Learning Objectives
On completion of this lesson, students will be able to:
Understand templates Create a new document from a template Work with template elements Create a custom template Use a custom template
Understanding Templates
Understanding Templates:What is a Template?
Templates help the users create Word documents in an effortless and fast method. Word 2010 provides some built-in
templates which can be used to create attractive looking documents, you can also download and install additional templates.
Understanding Templates:Types of Templates
How are templates used in MS-Word? There are many standardized templates
which can be used such as: Memos Faxes Letters Newsletters Resume Calendar Job descriptions Invitations and more!
Understanding Templates:Template vs. Document
Template is a special type of Word document that contain styles, formatting, and often a header/footer.
Document a specific type of file produced or edited by a specific application.
Understanding Templates:.dotx vs. .dotm
A Template is basically the same as a normal document, except that it has the extension .dotx or .dotm rather than .docx, as normal documents do.
The difference between .dotx and .dotm templates is that .dotm templates allow macros and .dotx templates do not.
Understanding Templates:How to Create Document, based on a Template
In the File Tab of Word, click New.
Understanding Templates:Download A Template from MS Office Online
10
Select a category
Understanding Templates:Download A Template from MS Office Online
Understanding Templates:Download A Template from MS Office Online
You can click on the “thumbnail” of the template and review more “details” about the template.
Understanding Templates:Download A Template from MS Office Online
Click “Download”
Understanding Templates:Download A Template from MS Office Online
Read the MS Agreement and click “Accept”
Understanding Templates:Download A Template from MS Office Online
Click “Download”
Placeholders & Sample Text
Placeholders & Sample Text:In Templates
When you create your template, add placeholders to store the information you’ll replace when you’re creating the actual document. One trick for adding dummy text easily is to use the
rand() field. Simply click at the start of a new line and type =rand(). Word inserts a sample of text you can use to fill the space.
Create placeholders not only for text blocks but also for tables, pull quotes, captions, headlines, banners, tables of contents, images, and so on. This will save you time when you begin adding live
content to the document down the road.
Placeholders & Sample Text:Using Placeholders
Type =rand() and press ENTER
This is what you get!
Placeholders & Sample Text:Entering Data Into A Placeholder
Click & Type to insert text in a placeholder.
Content Controls In Templates
Content Controls:What are Content Controls?
A Content Control is a customizable tool you add to your page that elicits some kind of action from the person using the document. It might ask the reader to choose
something from a list; it might offer check boxes or a comments box; or it might display information, such as customer name, product, or address.
Content Controls:When to Use Content Controls?
Maybe you plan to insert a customer’s name at the start of a newsletter or customize a section of content based on what the customer purchased last month.
If your template will include such variable information, you can add Content Controls to the template as you create it.
Content Controls:Developer Tab
To add and work with content controls, you must first display the Developer Tab on the Ribbon.
Click the File tab, click Options, click Customize Ribbon, and click Developer in the box on the right.
Using the Developer Tab
Developer Tab:Plain Text Content Control
In the Controls Group, click “Plain Text Content Control” to add this feature to the 1st cell in the 2nd column
Developer Tab:Plain Text Content Control
Next, click the cell next to “Hire Date”. In the Controls group, click the Date Picker button to add a Date Picker to the second cell
Your screen should look like this…
Developer Tab:Combo Box Content Control
Click the third cell in the second column (next to Title).
In the Controls group, click the Combo Box button to add a Combo Box the third cell.
Developer Tab:Picture Content Control
Click the last cell in the second column (next to Picture).
In the Controls group, click the Picture Content Control button to add a Picture Content to the last cell.
Your screen should look like this…
Developer Tab:Protecting Content Control
Protect your Content Control Use “Word Help”
it is a great resource!
Custom Templates
Custom Templates:Build Your Own
Word 2010 enables you to create your own templates. View the following videos to create your
own template: http://office.microsoft.com/en-us/word-help/cre
ate-your-own-templates-RZ010223218.aspx?section=11
Test Your Knowledge
Answer Key:1. FALSE Templates may be modified.
2. TRUE
2. TRUE
True/False1. When you create a document from a
template, you must use all of the elements that come with the template.
2. Unlike other templates, the Normal Document template does not have any text or graphics that are present.
3. Content controls are present in templates and allow the user to replace them with appropriate text.
Test Your Knowledge
Answer Key:1. FALSE The Word 2010 Document Template file extension is .dotx .
2. FALSE Templates may be downloaded at no charge from Microsoft Office Online.
True/False1. The file extension used for
Word 2010 templates is .dot .2. Microsoft Office Online
provides most kinds of templates that may be downloaded for a small fee.
Test Your Knowledge
Answer Key:
1. Template
2. My Templates
3. All of the above
Multiple Choice1. A ____ is a file that is a starting point for
creating other files without recreating formatting or common text. Theme Template Form Style
2. To find a custom template in the Templates Area when opening a new document, the template must be stored in ____. Windows Images Microsoft Office My Templates
My Documents
3. A Template consists of which of the following? Various Fonts Margins Styles All of the Above
Test Your Knowledge
Answer Key:
1. Both A & B (Protection & A Password)
2. .dotm
Multiple Choice1. ____ may be added to a template to
prevent other users from modifying the contents. Protection A Password Text Encoding Both A & B
2. A template that contains macros should be saved with the following extension. .dotm .dotx
.mac .dom
Template.dotm.docx.dotx
PlaceholdersContent Control
Vocabulary WordsPlease add the following vocabulary terms to your list of terms and
definitions.
Complete the following assignments.When complete, save and submit.
AssignmentsWord Lesson 6 Exercises:
• What is a Memo?• Creating a Memo• Creating a Resume• Personal Business Letter• Minutes
Word Lesson 6 – Project 1
Practice What You Have Learned