Managing Templates to Minimize Your Work

You now understand the basics of using and creating templates. You're ready to plan a strategy for using templates to minimize your work and improve the efficiency of all your colleagues.


Although our examples assume you're in a corporation or small business, you can follow the same steps to streamline document production even if you work solo.

Planning and Creating Your Custom Templates

Start by giving some thought to the kinds of documents you create most—the ones where templates can give you the most "bang for the buck." As an example, assume you spend most of your time in Word creating

  • Letters

  • Memos

  • Reports

  • Fax cover sheets

Do you already have Word documents that are formatted essentially the way you ...

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