From the course: Cert Prep: Word 2016 Microsoft Office Expert (77-726)

Modify existing templates

From the course: Cert Prep: Word 2016 Microsoft Office Expert (77-726)

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Modify existing templates

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- [Instructor] There may be times when you want to share - [Instructor] There may be times when you want to share your Word documents with people who are using earlier versions of Word or earlier versions of Word or they don't have Word on their computer. they don't have Word on their computer. I'm going to demonstrate how to save a document I'm going to demonstrate how to save a document as a template. as a template. I'm also going to show you where you can save a file I'm also going to show you where you can save a file in another format such as an earlier version of Word, in another format such as an earlier version of Word, Open document text, plain text, and a PDF. I have the 02_01 exercise file open, I have the 0201 exercise file open, so so let's create a template. let's create a template. Here's our press release that we have formatted Here's our press release that we have formatted with all of our styles, and we've included a couple of macros in here. we've included a couple of macros in here. It will be great if we can save this as a template It will be great if we can save this as a template, so we can use this press release over and over again. I'll go to my File tab, click on Save As, browse back to the Chapter 2 folder on the desktop, browse back to the Chapter 2 folder on the desktop, and all I need to do is change the Save As type to to a Word template. a Word template. Now notice that it has defaulted to the Now, notice that it has defaulted to the custom Office templates folder. Custom Office Templates folder, and this is where you want to save all your templates This is where you want to save all your templates so that you can easily access them. so that you can easily access them. Now, on the exam you may be asked to save a template Now on the exam, you may be asked to save a template in a documents folder, so always pay close attention in a Documents folder, so always pay close attention to the instructions on the exam, but for this demonstration to the instructions on the exam. But for this demonstration, we're going to put it we're going to put it right into right into the Custom Office Templates folder. the custom Office templates folder. I'll go ahead and change the file name to Press Release I'll go ahead and change the file name to Press Release and click Save. and click Save. Now let's take a look at how easy it is Now let's take a look at how easy it is to access our new template. to access our new template. I'll go to my File tab, click on New, and I'll go to my File tab, click on New, what we're seeing are the featured templates in Word 2016, and what we're seeing are the featured templates in Word 2016. but we'll click on the Personal link, We'll click on the PERSONAL link, and here's the press release that we just created. and here's the press release that we just created. I'll double-click to open a brand-new document based on that template, based on that template, and I am ready to start editing this document. and I am ready to start editing this document.

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