Save Word Documents as Templates for Easier Editing

Ben Stegner 15-07-2016

Microsoft Office templates are a powerful way to save lots of time How to Manage Your Project with Word Templates In project management, preparation is half the battle. To organize and document your project, you may need many different reports, forms or plans. We have compiled a selection of Word templates to get you started. Read More when creating common forms of documents, since they let you get started on a document without beginning from scratch. Whether it be a report template in Word, a budget template in Excel, or a presentation template in PowerPoint, there are all sorts of templates available free to download.


However, chances are you have a document or two that you edit all the time for which no template exists out on the Internet. For those files, you should try creating an Office template — it’s easy!

First, create the document, spreadsheet, or presentation that you want to serve as the template. What you create here will be the file that you start with in the future, so make sure you put all the needed info and formatting in before you save it.

Once it’s ready, you’ll want to save the file with File > Save As, but the trick is to save it as a template file, not a regular one. For Word, this is a .dotx file extension (Word Template) instead of a normal .docx file (Word File). Look for this option in the Save as type: box below the file name field when saving your file.

Saving as a template means that when you double-click on the file, it opens in Word/Excel/PowerPoint like normal, but it opens as Document1 instead of the root file. Thus, when you choose Save for the first time, it prompts you to save it with a new name.

This allows you to start with a base template An Excel Template for Every Occasion Skip the steep learning curve and sort your life with the power of Excel templates. We have compiled a selection of auto-updating templates to track budgets, manage projects, and more. Read More and create multiple versions of the same document quickly, while also ensuring that you don’t accidentally overwrite the template with a quick tap of CTRL + S.


Need an idea to get started? Check out how to create an awesome resume template in Word How to Create a Resume Template with Microsoft Word Your resume could be the difference between interviewing for the job of your dreams or never hearing back from the employer — use these tips to make sure it's the best it can be. Read More .

Do you use Office templates? Let us know of your best ones down in the comments!

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Related topics: Microsoft Word, Office Templates, Word Processor.

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