Word: Templates in Depth (Microsoft 365)

Introduction

• Save time with Word templates

1. Create a New Document from a Template

• Templates: The basics
• Find and download a template
• Customize a Word template
• Save a Word template

2. Create a New Template

• Convert an existing document to a template
• Best practices for templates
• Locate and edit a template file
• Modify template styles
• Add or remove styles from a set
• Save a style set template
• Restrict editing and styles
• Work with the global template

3. Share and Distribute Templates

• Strategies for sharing templates
• Share templates in a workgroup folder
• Share templates from a SharePoint team site

4. Advanced Templates and Features

• Add building blocks to a template
• Allow user choice with a content control
• Use field codes in a template

Conclusion

• Next steps