How to Upload a Template to Microsoft Word 2010

Whether you're starting from a congenital-in template or updating i of your own, Word's built-in tools help you update templates to suit your needs. To update your template, open the file, make the changes you lot want, and so save the template.

In Microsoft Discussion, you can create a template past saving a document as a .dotx file, .dot file, or a .dotm fie (a .dotm file type allows you to enable macros in the file).

1. Click File > Open.

2. Double-click This PC. (In Word 2013, double-click Computer).

3. Browse to the Custom Role Templates folder that'south under My Documents.

4. Click your template, and click Open.

5. Make the changes you lot want, and then salve and shut the template.

Add together content controls to a template

Make your templates flexible by adding and configuring content controls, such equally rich text controls, pictures, drop-down lists, or engagement pickers.

For instance, you might create a template that includes a driblet-down listing. If y'all permit editing to the driblet-down list, other people can change the listing options to meet their needs.

Note:If content controls are not available, yous may have opened a certificate or a template that was created in an earlier version of Word. To use content controls, you must convert the document to the Give-and-take 2013 file format by clicking File > Info > Catechumen, and and then clicking OK. Later on you convert the certificate or template, save it.

Before you can add together content controls, you demand to show the Developer tab.

1. Click File > Options > Customize Ribbon.

2. Under Customize the Ribbon, select Main Tabs.

3. In the list, select the Developer check box, and then click OK.

Add content controls

On the Developer tab, in the Controls group, click Blueprint Way, and and so insert the controls that you lot want.

Insert a text command where users can enter text

In a rich text content control, users can format text as bold or italic, and they can type multiple paragraphs. If yous desire to limit what users add together, insert the plain text content control.

1. In the certificate, click where you desire to insert the control.

2. On the Developer tab, in the Controls group, click Rich Text Content Command or the Plain Text Content Control .

Insert a picture control

1. Click where you want to insert the control.

2. On the Developer tab, in the Controls group, click Moving-picture show Command .

Insert a combo box or a driblet-downward list

In a philharmonic box, users can select from a list of choices that you lot provide or they can blazon in their ain information. In a drib-down listing, users can but select from the listing of choices.

1. On the Developer tab, in the Controls group, click the Combo Box Content Command or Drop-Downward List Content Command .

2. Select the content command, and then on the Developer tab, in the Controls group, click Backdrop.

   

3. To create a list of choices, click Add under Combo Box Properties or Driblet-Downwards List Properties.

4. Blazon a option in the Display Name box, such as Yep, No, or Maybe. Repeat this step until all of the choices are in the drop-down list.

5. Fill in whatever other backdrop that you want.

Annotation:If you select the Contents cannot exist edited check box, users won't exist able to click a choice..

Insert a date picker

1. Click where you want to insert the date picker control.

2. On the Developer tab, in the Controls group, click the Date Picker Content Control .

Insert a check box

1. Click where y'all desire to insert the bank check box command.

2. On the Developer tab, in the Controls group, click the Check Box Content Control .

Insert a building block gallery control

You can utilise building block controls when you want people to choose a specific cake of text.

For case, building block controls are helpful if you lot're setting up a contract template, and you demand to add different boilerplate text depending on the contract'south specific requirements. Y'all tin can create rich text content controls for each version of the boilerplate text, and and so you lot tin employ a edifice block gallery control every bit the container for the rich text content controls.

You can also use a building block command in a course.

1. Click where yous want to insert the command.

2. On the Programmer tab, in the Controls grouping, click Building Cake Gallery Content Control .

3. Click the content control to select it.

4. On the Developer tab, in the Controls grouping, click Properties.

   

5. Click the Gallery and the Category for the edifice blocks that you want to make available in the building block control.

Set or change the properties for content controls

1. Select the content control, and click Properties in the Controls group.

   

2. In the Content Control Properties dialog box, choose whether the content command tin can exist deleted or edited when someone uses your template.

3. To go along several content controls or even a few paragraphs of text together, select the controls or the text, and then click Group in the Controls grouping.

   

For example, perhaps you have a three-paragraph disclaimer. If y'all apply the Group control to grouping the three paragraphs, the three-paragraph disclaimer cannot be edited and can exist deleted just as a grouping.

Add instructional text to a template

Instructional text tin can enhance the usability of the template that you create. You tin modify the default instructional text in content controls.

To customize the default instructional text for your template users, do the following:

1. On the Programmer tab, in the Controls group, click Design Style.

   

2. Click the content command where you want to revise the placeholder instructional text.

3. Edit the placeholder text and format it any way yous want.

4. On the Developer tab, in the Controls grouping, click Design Mode to turn off the blueprint characteristic and save the instructional text.

Add together protection to a template

You tin can add protection to individual content controls in a template to help prevent someone from deleting or editing a particular content control or group of controls, or you lot tin can assistance protect all of the template content with a password.

Add protection to parts of a template

1. Open the template that y'all desire to add together protection to.

2. Select the content controls to which you want to restrict changes.

   Tip:Select multiple controls past property down the CTRL key while yous click the controls.

3. On the Programmer tab, in the Controls group, click Grouping, and then click Group over again.

   

4. On the Developer tab, in the Controls group, click Backdrop.

   

5. In the Content Control Properties dialog box, under Locking, exercise any of the following:

   • Select the Content control cannot be deleted check box, which allows the content of the control to be edited but the control itself cannot be deleted from the template or a document that is based on the template.

   • Select the Contents cannot be edited cheque box, which allows you lot to delete the command but does not let you to edit the content in the control.

Employ this setting when you want to protect text if information technology is included. For case, if yous often include a disclaimer, you tin can help ensure that the text stays the aforementioned, and you can delete the disclaimer for documents that don't require it.

Assign a password to a template

To assign a password to the document so that only reviewers who know the countersign can remove the protection, do the post-obit:

1. Open the template that you want to assign a countersign to.

2. On the Review tab, in the Protect group, click Restrict Editing.

3. Under Starting time enforcement, click Yes, Start Enforcing Protection.

4. Blazon a countersign in the Enter new password (optional) box, and then ostend the password.

Of import:If yous choose not to utilise a password, anyone can alter your editing restrictions.

Use potent passwords that combine uppercase and lowercase letters, numbers, and symbols. Weak passwords don't mix these elements. Strong countersign: Y6dh!et5. Weak password: House27. Passwords should be at least 8 characters long. In general, longer a password is, the more secure it is.

It is critical that you remember your password. If you forget your password, Microsoft cannot retrieve it. Store the passwords that you write down in a secure place away from the information that they assist protect.

A template is a document type that creates a copy of itself when you open up information technology.

For case, a business plan is a common document that is written in Give-and-take. Instead of creating the structure of the business concern plan from scratch, you can use a template with predefined page layout, fonts, margins, and styles. All you have to practice is open up a template and fill in the text and the data that is specific to your document. When you save the document every bit a .docx or .docm file, you salve your document separately from the template on which information technology is based.

In a template, yous can provide recommended sections or required text for others to use, as well as content controls such as a predefined drop-down list or a special logo. Y'all tin can add protection to a section of a template, or yous can apply a password to the template to help protect the contents of the template from changes.

You tin can find Word templates for well-nigh kinds of documents on Office.com. If you accept an Internet connection, click the File tab, click New, and so click the template category that you desire. You lot can also you can create your own templates.

Yous can starting time with a blank document and save it equally a template, or yous can create a template that is based on an existing certificate or template.

Showtime with a blank template

1. Click the File tab, and and so click New.

2. Click Bare certificate, so click Create.

3. Make the changes that y'all want to the margin settings, page size and orientation, styles, and other formats.

   You can also add content controls such as a date picker, instructional text, and graphics that you want to appear in all new documents that y'all base on the template.

4. Click the File tab, and and then click Relieve Equally.

5. Requite the new template a file proper noun, select Discussion Template in the Salve as type list, so click Relieve.

   Note:You can also save the template as a Word Macro-Enabled Template (.dotm file) or a Word 97-2003 Template (.dot file).

6. Shut the template.

1. Click the File tab, and and then click New.

2. Under Available templates, click New from existing.

3. Click a template or a certificate that is similar to the one that you want to create, and then click Create New.

4. Make the changes you want to the margin settings, page size and orientation, styles, and other formats.

   You can too add content controls such as a date picker, instructional text, and graphics you want to appear in all new documents that yous base on the template.

5. Click the File tab, and and so click Save Equally.

6. Requite the new template a file proper name, select Word Template in the Save as blazon listing, and and so click Save.

   Note:Y'all tin can too salvage the template as a Word Macro-Enabled Template (.dotm file) or a Word 97-2003 Template (.dot file).

7. Shut the template.

Building blocks are reusable pieces of content or other document parts that are stored in galleries to be accessed and reused at any fourth dimension. Yous can also relieve edifice blocks and distribute them with templates.

For instance, you may create a report template that provides your template users with ii cover letter of the alphabet types to cull from when they create their own study based on your template.

1. Save and close the template that you have designed just the mode you want it and to which yous desire to add together building blocks for template users to choose from.

2. Open up the template.

   Keep open the template to which you desire to add edifice block options for template users.

3. Create the edifice blocks that you desire to provide to your template users.

   When you fill out the information in the Create New Edifice Block dialog box, in the Save in box brand certain to click the template name.

4. Distribute the template.

   When you transport or make the template bachelor to others, the building blocks you saved with the template will be available in the galleries you specified.

You can offer flexibility to anyone who may employ your template by adding and configuring content controls, such as rich text controls, pictures, drop-downwards lists, or date pickers.

For example, you might provide a colleague with a template that includes a drop-down list, just your colleague wants to use a different set of options in the drib-down list in the document that he's distributing based on your template. Because you allowed editing to the driblet-down list when you added the content command to the template, your colleague tin can apace and easily change the template to meet his needs.

Note:If content controls are non available, you may have opened a document or a template that was created in an earlier version of Give-and-take. To utilise content controls, you must catechumen the document to the Word 2010 file format by clicking the File tab, clicking Info, clicking Convert, and and then clicking OK. After you convert the certificate or template, save it.

To add content controls, you demand to show the Developer tab.

Show the Developer tab

1. Click the File tab.

2. Click Options.

3. Click Customize Ribbon.

4. Nether Customize the Ribbon , click Main Tabs.

5. In the list, select the Developer check box, and then click OK.

   

Add content controls

On the Developer tab, in the Controls group, click Pattern Mode, so insert the controls that you lot want.

Insert a text control where users tin can enter text

In a rich text content control, users tin format text as assuming or italic, and they tin can blazon multiple paragraphs. If you want to limit what users add, insert the plain text content control.

1. Click where you want to insert the control.

2. On the Developer tab, in the Controls grouping, click Rich Text Content Control or the Plain Text Content Control .

Insert a picture control

1. Click where you want to insert the control.

2. On the Programmer tab, in the Controls group, click Picture Control.

   

Insert a philharmonic box or a drib-downwards list

In a philharmonic box, users can select from a list of choices that you provide or they can type in their own information. In a drib-downwards listing, users can just select from the list of choices.

1. On the Developer tab, in the Controls group, click the Combo Box Content Control or Drop-Downward List Content Control .

2. Select the content command, and and so on the Developer tab, in the Controls group, click Properties.

   

3. To create a listing of choices, click Add under Combo Box Properties or Drop-Down List Properties.

4. Type a option in the Brandish Name box, such every bit Aye, No, or Maybe.

   Repeat this step until all of the choices are in the drop-down list.

5. Fill in whatsoever other properties that you want.

   Note:If you select the Contents cannot be edited check box, users won't be able to click a selection.

Insert a date picker

1. Click where y'all want to insert the date picker control.

2. On the Developer tab, in the Controls group, click the Date Picker Content Control.

   

Insert a cheque box

1. Click where you want to insert the check box command.

2. On the Developer tab, in the Controls grouping, click the Check Box Content Control.

   

Insert a building block gallery control

You can utilize edifice block controls when you lot desire people to cull a specific block of text.

For example, building cake controls are helpful if you're setting upwards a contract template, and you need to add together dissimilar average text depending on the contract'due south specific requirements. You can create rich text content controls for each version of the boilerplate text, and so you can utilise a edifice block gallery command as the container for the rich text content controls.

You can likewise apply a building cake control in a form.

1. Click where you want to insert the command.

2. On the Programmer tab, in the Controls group, click Edifice Cake Gallery Content Command.

   

3. Click the content control to select it.

4. On the Developer tab, in the Controls group, click Properties.

5. Click the Gallery and the Category for the building blocks that you want to make available in the building block control.

Gear up or change the properties for content controls

1. Select the content control, and click Properties in the Controls grouping.

2. In the Content Control Properties dialog box, choose whether the content control can be deleted or edited when someone uses your template.

3. To keep several content controls or even a few paragraphs of text together, select the controls or the text, then click Group in Controls group.

   For instance, perhaps you have a three-paragraph disclaimer. If you use the Group control to group the three paragraphs, the 3-paragraph disclaimer cannot be edited and can be deleted only every bit a group.

Add together instructional text to a template

Instructional text can enhance the usability of the template that you create. You can modify the default instructional text in content controls.

To customize the default instructional text for your template users, exercise the following:

1. On the Developer tab, in the Controls grouping, click Design Manner.

   

2. Click the content control where you want to revise the placeholder instructional text.

3. Edit the placeholder text and format it whatsoever way you want.

4. On the Developer tab, in the Controls group, click Design Manner to turn off the design feature and save the instructional text.

You can add protection to individual content controls in a template to aid prevent someone from deleting or editing a detail content control or group of controls, or you lot tin can help protect all of the template content with a password.

Add protection to parts of a template

1. Open the template that you desire to add protection to.

2. Select the content controls to which you want to restrict changes.

   To select multiple controls concord down the CTRL key while you click the controls.

3. On the Developer tab, in the Controls group, click Group, so click Group again.

4. On the Developer tab, in the Controls group, click Properties.

5. In the Content Control Backdrop dialog box, nether Locking, practice any of the post-obit:

   • Select the Content control cannot exist deleted bank check box, which allows the content of the control to be edited but the command itself cannot be deleted from the template or a certificate that is based on the template.

   • Select the Contents cannot exist edited check box, which allows you to delete the control just does not allow you to edit the content in the control.

     Use this setting when you want to protect text if it is included. For example, if yous oft include a disclaimer, you tin help ensure that the text stays the aforementioned, and y'all tin delete the disclaimer for documents that don't require it.

Assign a password to a template

To assign a countersign to the document so that only reviewers who know the password can remove the protection, practice the following:

1. Open the template that you want to assign a password to.

2. On the Review tab, in the Protect grouping, click Restrict Editing.

3. Under First enforcement, click Yep, Get-go Enforcing Protection.

4. Blazon a countersign in the Enter new password (optional) box, and then confirm the password.

   Important:If you choose non to use a password, anyone can modify your editing restrictions.

   Passwords should be 8 or more characters in length.

   It is critical that y'all retrieve your password. If y'all forget your password, Microsoft cannot remember it. Store the passwords that y'all write downwardly in a secure place away from the information that they help protect.

A template is a document type that creates a copy of itself when you lot open information technology.

For instance, a business plan is a mutual document that is written in Word. Instead of creating the structure of the business concern programme from scratch, yous can use a template with predefined folio layout, fonts, margins, and styles. All you lot have to exercise is open a template and fill in the text and the data that is specific to your certificate. When y'all save the document as a .docx or .docm file, you save your document separately from the template on which it is based.

In a template, you can provide recommended sections or required text for others to use, equally well every bit content controls such as a predefined drop-down list or a special logo. Yous can add protection to a section of a template, or you can apply a password to the template to help protect the contents of the template from changes.

You tin can find Word templates for most kinds of documents on Part.com. If yous have an Internet connexion, click the File tab, click New, and and then click the template category that you want. You can besides you can create your ain templates.

Important: Office 2007 is no longer supported. Upgrade to Microsoft 365 to work anywhere from whatever device and go on to receive support.

Upgrade now

You can outset with a blank document and save information technology as a template, or you lot can create a template that is based on an existing certificate or template.

Start with a blank template

1. Click the Microsoft Office Button , and and then click New.

2. Click Blank document, and and so click Create.

3. Brand the changes that you want to the margin settings, page size and orientation, styles, and other formats.

   You lot can also add instructional text, content controls such as a engagement picker, and graphics that y'all want to appear in all new documents that you base of operations on the template.

4. Click the Microsoft Office Button , and then click Save As.

5. Give the new template a file name, select Word Template in the Relieve equally blazon list, and so click Save.

   Note:You can also save the template as a Discussion Macro-Enabled Template (.dotm file) or a Word 97-2003 Template (.dot file).

6. Shut the template.

1. Click the Microsoft Office Button , and then click Open up.

2. Open the document that you want.

3. Make the changes that you want to announced in all new documents that yous base on the template.

4. Click the Microsoft Part Push button , and then click Save Equally.

5. Give the new template a file proper noun, select Word Template in the Save equally blazon listing, and so click Relieve.

   Note:You tin can likewise save the template as a Word Macro-Enabled Template (.dotm file) or a Word 97-2003 Template (.dot file).

6. Close the template.

1. Click the Microsoft Office Button , and so click New.

2. Under Templates, click New from existing.

3. Click a template that is similar to the 1 that yous want to create, and then click Create New.

4. Make the changes you desire to the margin settings, page size and orientation, styles, and other formats.

   You can as well add together instructional text, content controls such every bit a date picker, and graphics you lot want to announced in all new documents that you lot base on the template.

5. Click the Microsoft Office Push , and so click Salvage As.

6. Give the new template a file proper name, click Word Template in the Save as type box, and and then click Save.

   Annotation:You can also salvage the template equally a Word Macro-Enabled Template (.dotm file) or a Word 97-2003 Template (.dot file).

7. Close the template.

Y'all can offering flexibility to anyone who may utilise your template by calculation and configuring content controls, such equally rich text controls, pictures, drib-down lists, or date pickers.

For instance, yous might provide a colleague with a template that includes a driblet-downwardly list, but your colleague wants to apply a different set of options in the drop-down list in the certificate that he'south distributing based on your template. Because you allowed editing to the drop-down list when you added the content control to the template, your colleague can quickly and easily alter the template to meet his needs.

Add content controls

Note:Y'all tin too add content controls to documents.

1. Click the Microsoft Function Button , and then click Give-and-take Options.

2. Click Popular.

3. Select the Show Programmer tab in the Ribbon bank check box, and then click OK.

   Note:The Ribbon is a component of the Microsoft Office Fluent user interface.

4. Open the template to which you want to add content controls, and so click where you want to insert a control.

5. On the Developer tab, in the Controls group, click the content control that you want to add to your certificate or template.

   For case, you lot can click Rich Text to insert a rich text control that will announced in any document that is created by using the template.

   Note:If content controls are non available, you may take opened a document that was created in an earlier version of Word. To use content controls, yous must convert the document to the Give-and-take 2007 file format by clicking the Microsoft Office Button , clicking Catechumen, then clicking OK. Subsequently you catechumen the certificate, save it.

6. Select the content control, and click Properties in the Controls grouping.

7. In the Content Control Backdrop dialog box, cull whether the content command tin can be deleted or edited when someone uses your template.

8. To keep several content controls or even a few paragraphs of text together, select the controls or the text, and then click Group in Controls grouping.

   For example, possibly you accept a three-paragraph disclaimer. If you employ the Grouping command to grouping the 3 paragraphs, the iii-paragraph disclaimer cannot be edited and can be deleted only as a group.

Add instructional text to a template

Sometimes information technology is useful to include placeholder instructions for how to fill out a particular content command that you lot have added to a template. The instructions are replaced by content when someone uses the template.

1. On the Programmer tab, in the Controls grouping, click Design Mode.

2. If you haven't already added a content control to your document, click where you want the control to appear, and then click a command.

   Note:If content controls are not bachelor, yous may take opened a document created in an before version of Word. To utilize content controls, you must catechumen the document to the Word 2007 file format by clicking the Microsoft Office Button , clicking Convert, and then clicking OK. After y'all convert the document, save it.

3. On the Programmer tab, in the Controls grouping, click Blueprint Mode.

4. Click the content command to which you want to add placeholder text.

5. Edit the placeholder text and format it whatsoever way you lot want.

   If you add together a text box content control and yous desire the placeholder text to disappear when someone types in their own text, in the Controls group, click Properties, and then select the Remove content control when contents are edited check box.

Save and distribute building blocks with a template

Building blocks are reusable pieces of content or other certificate parts that are stored in galleries to be accessed and reused at any fourth dimension. Yous can too save building blocks and distribute them with templates. For example, yous may create a study template that provides your template users with two comprehend alphabetic character types to cull from when they create their own study based on your template.

1. Save and close the template that y'all have designed only the fashion you want it and to which you want to add building blocks for template users to choose from.

2. Open the template.

   Go along open up the template to which you desire to add building block options for template users.

3. Create the building blocks that you want to provide to your template users.

   When you fill out the data in the Create New Building Block dialog box, in the Save in box brand sure to click the template name.

4. Distribute the template.

   When you send or brand the template available to others, the building blocks yous saved with the template volition be available in the galleries you specified.

You can add protection to individual content controls in a template to help forbid someone from deleting or editing a particular content command or group of controls, or you can assist protect all of the template content with a countersign.

Add protection to parts of a template

1. Open the template that you lot desire to add protection to.

2. Select the content controls or the group of controls to which you desire to restrict changes.

3. On the Developer tab, in the Controls group, click Properties.

4. In the Content Control Properties dialog box, under Locking, do any of the post-obit:

   • Select the Content command cannot be deleted cheque box, which allows the content of the control to be edited just the command itself cannot exist deleted from the template or a document that is based on the template.

   • Select the Contents cannot be edited check box, which allows yous to delete the control merely does not allow you to edit the content in the control.

     Use this setting when you want to protect text if it is included. For case, if you often include a disclaimer, you tin can aid ensure that the text stays the aforementioned, and you tin can delete the disclaimer for documents that don't require it.

Add protection to all of the contents of a template

1. Open up the template that you want to aid protect from changes.

2. On the Programmer tab, in the Protect group, click Protect Document, and and then click Restrict Formatting and Editing.

3. In the Protect Document task pane, under Editing restrictions, select the Allow only this type of editing in the document check box.

4. In the list of editing restrictions, click the restrictions that you want.

5. To choose additional restriction options, such every bit who tin can read or modify the document, click Restrict permission.

   Restriction options include setting an expiration date for the document and allowing users to copy content.

6. Under Commencement enforcement, click Yes, Start Enforcing Protection.

7. To assign a password to the document and so that but reviewers who know the password can remove the protection, type a password in the Enter new countersign (optional) box, then confirm the password.

   Important:If you choose non to use a password, anyone tin change your editing restrictions.

For example, a business concern plan is a mutual certificate written in Word. Instead of creating the structure of the business plan from scratch, you can use a template with predefined page layout, fonts, margins, and styles. All you accept to do is open a template and fill in the text and the information that is specific to your document. When you salvage the certificate as a .docx or .docm file, you lot save your certificate separately from the template on which it is based.

Templates are exactly like documents in that you can provide recommended sections or required text for others to use, also as content controls such as a predefined drib-downward listing or a special logo. You can add protection to a section of a template, or y'all can apply a password to the template to assist protect the contents of the template from changes.

You can find Word templates for most kinds of documents on Microsoft Office Online. If y'all have an Cyberspace connection, click the Microsoft Role Button , click New, and and then click the template category that you want. Alternatively, you lot can create your own templates.

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Source: https://support.microsoft.com/en-us/office/save-a-word-document-as-a-template-cb17846d-ecec-49d4-82ea-a6f5e3e8b9ae

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