What Type of Template Do You Need?

Do you just want to create a simple template with some content or formatting to use as the basis for new documents? If so, here’s what you need to know.

  1. Start with the document that you are going to save as a template and add whatever content and formatting you want to include in the template.

  2. Click the Microsoft Office Button and then click Save As (or press ALT+F, A). Select the template type you want from the Save As Type drop-down list (such as .dotx for a Word template, .xltx for an Excel template, or .potx for a PowerPoint template), name your file, and then click Save.

    In Excel and PowerPoint, notice that your Save In location is automatically moved to the designated user Templates folder when you select ...

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