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Templates in Microsoft Word - one of the Tutorials in the Intermediate Users Guide to Microsoft Word Templates in Microsoft Word by Charles Kyle Kenyon, Esq. You will find an earlier version of this chapter on the. Users of Word 2007-2019/365 (Ribbon versions) may want to look at this.

Last updated Wednesday 24 October 2018. Comments are welcome. A Word document version of this chapter (seldom updated) is available. Templates are a special type of Word document that can hold text, styles, macros, keyboard shortcuts, custom toolbars, and Ribbon modifications, and including AutoText entries. A document created using a template will have access to all of these features and a large part of your job in creating a new document will be done for you if your templates are well thought out. You don't need to use all (or even any) of these features for templates to help you and those with whom you work. This is an intermediate to advanced-level tutorial and it is recommended that you not try anything in here until after you have reviewed the contents of at least the chapters You don't have to understand everything in those chapters to build a useful template, but it will help for you to at least have skimmed through so that you will know some of the pitfalls and advantages of different methods.

I also recommend going through all of Shauna Kelly's. While this was originally written for Word 97-2003, the content is valid for understanding use of templates in later versions as well.

What You Will Learn After completing this lesson, you will be able to: Distinguish between a 'template' and an ordinary document. Distinguish between a document template and a global template. Save a document as a template.

To your document. Understand when you attach a different template. Understand what can happen if there are in different locations on the computer. Find the location of templates your Word installation uses:. Get the classic new templates dialog in Set up and use. Create a (your own Add-In). On a network.

Learn more about Word's special. Copy macros, styles, and autotext entries from one template (or document) to another. Copy from one template to another. Understand that there is a definite among the templates for customizations defined in more than one template. Use VBA to automate your work. Additional Written and Web Resources by John C.

Hill - a class handout at University of Virgina - a basic starting place - introduction to templates - Suzanne S. Barnhill, MVP - John McGhie, MVP (must reading) Word for Law Firms by (also at ) (also at ) (also at ) in Word format. By John McGhie, MVP by John McGhie, MVP, Beth Rosengard, MVP, and Daiya Mitchell, MVP. By Dave Rado, MVP by Charles Kenyon - extensive tutorial by MVP Daiya Mitchell with overview of, Templates and and the interactions among these tool/features. Not just for those who want to write books! By Bill Coan, MVP by Graham Mayor, MVP by Beth Melton, MVP - includes organizing your global templates Shauna Kelly by Shauna Kelly by Suzanne Barnhill, MVP How to or the Normal Template in Microsoft Word - MSDN by John McGimpsey by Dian Chapman, MVP, MOS - Microsoft Tutorial Video - Microsoft Tutorial Video by Paul Edstein and Charles Kenyon by Herb Tyson, MVP (all templates) - All in zip format.

Summary cover sheet with five time sheets. Extensive use of tables, cross-references, calculated fields. (based on printed form - wild layout of fields using tables, some use of bookmarks, use of exit macros to control tab order. Public Defender (based on online form prepared by Wisconsin Public Defenders' Office). (Template) (Template) - Note about the Ribbon Versions of Word (2007 - Almost all of this chapter applies to these later versions of Word. The filename extensions are different in that they will be '.dotx' and '.dotm.' File locations for templates with later versions of Windows and Word are more confused,.

A template remains a special kind of Word document that will create a new document when you double-click on it from Windows rather than opening. These later versions of Word do not have toolbars except through Add-Ins or the QAT. See for more information on the Ribbon interface. Templates - User Templates, Workgroup Templates & Global Templates 'Template' is a term of Word jargon. In general, in English 'template' means a form or stencil. In Word are a separate matter; they can be contained in Word templates, but are not the 'templates' we are talking about.

Generally, in Word when someone talks about a template, the subject is a. The templates covered in this chapter are a special type of Word document. They can hold components for other documents, especially text, Autotext, Macros & Toolbars/Ribbon/QAT Modifications.

They also hold style definitions. Finally, they hold additional modifications to your user interface such as keyboard shortcuts and changes to the built-in menus and toolbars. 'I guess we should recognise that according to Microsoft's research, “normal” users do not use or even know about templates. When Word comes out of the box, it is set up to cater for users who do not understand word processing.' John McGhie, How to Create a Template, Part 2 When you save a document as a template Word will attach the extension of '.dot' to the end of the name instead of '.doc' but it is not the extension that makes it a template.

Merely changing the name either way will not change a document into a template or a template into a document (although doing so will confuse you and other users). Although Windows will think that such a misnamed file is a document, or template, depending on the extension, Word knows the difference. You can make a document into a template from within Word using Save As under the File menu. With Word versions prior to Word 2002, you can't directly change a template into a document. You can create a new document based upon a template and save that document.

As a document. (In Word 2002+ when you use 'Save As' to save a template as a document, Word will strip out all AutoText/Building Blocks and will warn you that this will happen before completing the save.) In Word 2007 and later the filename extensions are different: docx/docm for documents and dotx/dotm for templates. Although this chapter is titled 'Template Basics' it does not tell you how to create a useful document template. For me to attempt to do that would be pointless. Anything that I would say to you can be found in by John McGhie.

I urge you to read that work, now. This chapter, though, does tell you things about templates that are not covered in that work. If you are creating a document template, I urge you to pay close attention to styles. In constructing or editing a template: 'Always change formatting with FormatStyle.

I may sometimes forget to say so, in which case please remember it for me!Remember: for most users, the only thing they can ever access in a template is the styles. If the settings are not in the styles, they’re pointless.'

John McGhie, How to Create a Template, Part 2 I would go further and say template formatting done directly (outside of styles) is wicked or cruel. It will confuse the user of your template and make life more difficult for him or her. If you are the user of your template, I guess foolish and self-defeating would be a better description than wicked or cruel. None of these adjectives are ones that I use often or lightly.

I think they are appropriate in this situation. Word 2010 makes use of styles even easier and more important. See - part of Lynda.com Video tutorials on Word and NOTE about things from yourself. Both Word and Windows like to hide things from you feeling that too much information tends to confuse.

You may agree with this philosophy or not. However, this chapter is written expecting that you can see some of this hidden information. Specifically: Filename Extensions (Mac users don't need to worry about this.) If you are in an Explorer window that has Word documents in it, do the names show the three-letter extension '.doc?' If not, to see these you need to go to the menu: View = Folder Options = Views (tab). (Later versions:.docx/.docm.) Uncheck the selection that says something like 'Hide filename extensions for known file types' and click on OK or CLOSE.

For more see this. Paragraph marks and section marks These non-printing characters are at the heart of word formatting. If you can't see them, your formatting will be very hard to figure out.

This is one part of the Word equivalent to Word Perfect's 'reveal codes.' The default is to not show these characters because the marketing people at Microsoft thought it would scare you to have any clue as to what was going on in your document. (my guess) When you are working on formatting a document you need to see them. The Show/Hide toolbar button (Standard Toolbar, between Document Map button and Zoom drop-down) for this has a paragraph mark (pillcrow) on it. You can also set this under Tools = Options = View (tab).

You can change these back later. Most advanced computer users leave these displayed to save time because not seeing these confuses them. Creating a document from a document template - the template. In Word 97-2000, when you select New under the File menu, you are shown templates from which you can choose. There are also Tabs of more available selections. (And if there isn't room for all of the tabs, there will be one that simply says 'More' and gives you access to the others.) When you pick a template and create a new document based on that template, the template remains 'attached' to the document.

(In Word 2002-2003 you need to choose 'On my computer' to see this dialog. In Word 2007 it is under the Office Button. New My Templates.

In Word 2010 - 2019 it is under the File Tab. New My Templates.

See for more on this.) Any text that is in the template will be the start of your new document. All in the template used in the document (whether in the template's text or in text that you type or insert) become defined in the document and will stay with the document even if the attachment is later broken. If the template's style definition is changed after it is used in the document, the style as used in an existing document will not change unless the template is reattached or the style is otherwise copied into the document again.

(See below for more on attaching a template to an existing document.) Autotext/Building Blocks entries, Macros, Keyboard customizations and Toolbars/QAT Modifications in the template are available to the document so long as the document remains attached to the template, but are not normally transferred into the document. (Documents cannot hold Autotext/Building Blocks entries but can hold macros, keyboard shortcuts, and toolbars/QAT Modifications.) If you use XML to in later versions of Word, those modifications can be stored in either documents or templates. Rant about creating Templates from (flawed) documents If you are going to share your templates with others, or simply plan on using them to make a number of documents try to plan and structure them with care. Avoid making a template from any documents converted from a different word processing program or even a much earlier version of Word. Because there is no way to translate feature-for-feature a complex document structure from one program to another, these conversions are prone to document corruption. In Word, even documents created in the current version of Word can cause problems if they have automatically numbered paragraphs. The basic idea of templates is to give you or someone else a boost in creating a new document.

If your template is full of errors, those errors will replicate themselves ad infinitum! That isn't something that you need. It isn't an example that you want to set. If what you really want to share is text, try sharing it as an entry. To clean up text from a converted document, save it in RTF (or even text) format, reopen that and save it again as a document file. Copy that text into a new document based on a solid template.

Save that new document as your template. Then apply appropriate styles to all of the text in your document. See for more on use of styles in templates. Template If you move the document to a different computer that doesn't have the template, the attachment will be broken.

If you move the template into a different directory on your computer, the attachment will probably be broken. If your template is on your server and you give the server a different name, the attachment will be broken. You can change the template attached to a document using Tools = Templates and Add-Ins. Attaching a different template to any AutoText, macros, toolbars and keyboard customizations in the newly-attached template. It does not give you any text from the newly-attached template.

It gives you access to styles in the newly-attached template but unless you check the box 'update styles' when you change the attached template, any styles already in use in your document will not be changed by attaching a new template. You will also not get any document layout such as margins (although indents contained in styles will be imported if the style is imported. If you want the layout features or text from the new template for your document, your best bet is to create a new document based on the new template and then copy the contents of your old document into the new document. Then close the old document and save your new document using the same name. Note that your new document will use style definitions from the template rather than from your old document.

In Word 2007-2019(365) you can reach the dialog for this on. Then click on the Document Template button.

To a document if there are different templates with the same name in different locations? Word 2003-2019 If you create a document from a template, that is the attached template for that document, unless there is a different template with the same name on the computer in one of three places:.

The same folder as the document. If there is a template with the same name as the attached template in the folder containing the document, Word 2003-2019 will attach to that template the next time the document is opened. The User Templates folder. (Word will not attach a template of the same name if there is also one in the same folder as the document.). The Workgroup Templates folder. (Word will not attach a template of the same name if there is also one in the User Templates folder or the folder containing the document.) That is, it completely ignores the existing attached template and attaches to a closer template.

This cannot be reset using the Document Template or Templates and Add-Ins dialog. Note that when you have a template of the same name in the same folder as the document, Word will not attach to a template with the same name in a different folder. Templates that are in subfolders of the User Templates Folder or the Workgroup Templates folder do not have this feature of mandatory attachment. For that matter, neither do templates in a subfolder of the folder containing the document. I have not tested this in Word 97-2002. In Word 2013-2019, note that the Custom Office Templates folder or folder designated as the default save location for templates is not in this hierarchy! Folder A user's document templates are usually stored in a folder (usually on the user's computer) and normally called 'Templates.'

The normal.dotm (or normal.dot) file will always be located in this folder. The default location of this folder differs among the various versions of Word. Both the location and the name can be changed by the user.

If you ask Word to save a document as a template, in Word 97-2003 this is the folder you will be taken to for that purpose. You can see (and change) the location by using: Tools = Options = File Locations (tab) In this window, the folder is designated as the 'User Templates Folder.' Otherwise, see.

In Word 2007 and 2010 the of the User Templates folder is 'C: Users your username Appdata Roaming Microsoft Templates' This is still probably the best place to store any template unless you have a reason to put it somewhere else. When a template is in the user templates folder, it will be available under File - New to create a new document based on the template. In the File Save and File Open dialogs this will show up as 'Templates' in the Favorites on the right. In -2019 (365) the default location of the for new templates is a subfolder of the user's documents folder named ' Custom Office Templates.'

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This folder location can be changed under File - Options - Save. If you are going to be using the Classic FileNew dialog, you probably want to change it to be the same location as your user templates folder. The default location of the User Templates Folder remains C: Users user name AppData Roaming Microsoft Templates. The User Templates folder will still contain the Normal.dotm template. The location of that folder can be modified (or discovered) using File - Options - Advanced - File Locations. See on the Word Answers site for more about the distinction between these two locations in Word 2013 for templates. It is my recommendation that users make both of these locations (User Templates and Default Custom Templates) the same folder to avoid confusion.

You can save templates any place you want to, but if you want them to show up in the File = New dialog box they must be in either the User Templates Folder or the. In Word 2013 and later, if you want them to show up on the File New Custom dialog, they must be stored in either the Workgroup Templates folder or in the folder designated for storage of new templates. Here are some of files that could go in a user templates folder or one of its sub-folders: These templates could, instead, go in the. Templates Folder Every Word installation will have a User Templates folder upon installing the software. That is always the location of the normal template. The Workgroup Templates Folder is a second top-level folder used to store document templates. (As with the 'User Templates Folder', 'Workgroup Templates Folder' is a description, not a necessarily a name.) Unlike the User Templates Folder, there is no default name or location for the Workgroup Templates Folder.

In addition, there is no folder upon installation, you need to create one. I call mine 'Shared Templates' and it is kept on the server in a folder that is mapped as the 'G: ' drive by the network. (And at home I use the assign command to map a folder in the same way so that I can transfer work back and forth.) This is set up the same way as the Templates folder except that the folder is in a location accessible to all users (perhaps as read-only). Like the Templates folder, folders established in the Workgroup Templates folder will show up as Tabs when you use the File = New command (Word 2000 requires at least one template in the folder for it to show up). Once you have created a Workgroup Templates folder, you need to modify the settings for each user in Word. See for how to set or modify this in the different versions of Word. This should be a different folder than the User Templates folder even if on the same computer.

For an example of templates designed for placement in Workgroup Folders look at any of the listed under additional materials. If it is on the same computer as the User Templates folder, it should be in the folder that holds the Templates folder, not in the Templates folder. This folder is normally named 'Microsoft Office.' It's location will vary by version of Word as well as Operating System. See the bottom of for the variations. The User Templates and Workgroup Templates folders (and their subfolders) are the usual location for document templates.

Note that these locations are set initially by the Office Setup program (possibly using network administration policies). If there are form documents used throughout an office, department, household, or business, they are best stored as Workgroup Templates. Generally the workgroup templates are prepackaged templates for use by more than one user, often company-wide. They can be used by an individual to distinguish work templates from personal templates or finished templates from development templates. You can change the location of your user and/or workgroup templates folders but doing so changes it for all Office programs, not just Word. Distributing Workgroup Templates My recommendation for workgroup templates in a networked environment is to keep them on a server and to have the user login copy/refresh them locally.

That is, for individual users, they are stored on a local drive. See the discussion of sharing global templates. Custom Office Templates Folder (Word 2013-16/365 and later) Office 2013-16/365 comes with one other standard template location. By default, this a separate folder is in the users Document Folder. That is set in the Save Options and is the place where newly created templates will be saved by default. (In earlier versions, new templates were saved in the User Templates folder by default; this stopped with Word 2007.) This is the folder that shows up on the Document New screen (and Start screen) in Word 2013-2019 as Personal or as a Folder under Custom. There is one kind of template, though, that should not be in any of these special templates folders, the global template.

Templates - very different from document templates Global templates are one type of 'Add-In' for Word. Global templates are different from document templates, so different in function that giving both the name template causes endless confusion. They are normally not 'attached' to any document and normally do not contribute text or styles to any document. They are excellent vehicles for holding and sharing Autotext, Macros, Keyboard Shortcuts, and Toolbars. In Ribbon versions of Word, they also can hold Building Blocks and QAT and Ribbon modifications.

You can make any template global with: Tools = Templates and Add-Ins. = Add (button) In Ribbon versions of Word you click the Document Template button on the A file open dialog box will open showing the User Templates folder's contents to choose from. You can, though, add a template that is located elsewhere. Since they don't contribute text and are not used to start new documents, global templates are probably best kept elsewhere (and not in the Workgroup Templates folder either). If you add a template as an Add-In this way, it will remain global until you restart Word. At that time, you could add it again, if you wanted to do so.

Or, you could make it load automatically on startup by putting the template or a shortcut to the template in the Word. This is not the Startup programs folder in your Start menu, but rather one specifically for Word. You can find (or change) its name and location. See Note, Word uses templates (.dot,.dotx and.dotm files) not documents (.doc,.docx or.docm files) as Add-Ins when placed in the Startup Folder.

Word will not use ordinary documents, with or without macros, as automatically loaded Add-Ins. Note that since Word 2000, Word has recognized two startup folders to hold global templates. The first is the folder designated as the Word startup folder under Tools = Options = File Locations (tab) In Ribbon versions of Word you find Word Options (Under the Pizza button in Word 2007, File in Word 2010-2019) (Word) Options = Advanced = File Locations (button) The second is the Office Startup folder. Its location will vary depending on both the Operating System and the version of Word (Office) being used.

I believe that the Word Startup folder can be different for each user in later versions of Windows but that the Office startup folder will always be in the Programs folder rather than in the user profile. Beginning with Word 2007, Add-Ins that only share AutoText (no macros or QAT modifications) can also be placed in the Building Blocks folder.

See for information on the location of that folder. Examples of global templates can be found in the, the and the. Information on moving / copying customizations to a global template can be found in. Templates are one type of global Add-In, another is the.com file (since Word 2000). Those not Word files and are beyond the scope of this article.

In the versions of Word that use both, you can find out which ones are installed and them. You can download some free Add-In templates from: - samples of files that work as Add-Ins - changes Alt+Shift+D keyboard shortcut from to CREATEDATE field in Ribbon Versions of Word See also by John McGimpsey. A Global Template on a Network If a global template is to be shared over a network, it should be placed in a folder on the network server to which all users have file read access. Each user's network login file should be set to copy the file to the user's personal startup folder when the user logs onto the network if the network version is newer than the user's version. That way you can update the template without everyone having to be off from Word when you do it. (The personal startup folder can be on a network drive or a local drive; my preference is to use a local drive so that users have access to it even when offline.) If you can't work with the login scripts or aren't worried about updating the template you will probably want to use shortcuts (Mac: aliases) to it in each user's Word Startup folder.

That way, any changes will automatically update everyone's Word. If it is your own and not shared you can either put it in your Startup folder or keep it elsewhere and use the shortcut to load it into Word. Building Blocks Add-Ins Word 2007 introduced a new kind of Add-In, one to hold only Building Blocks including AutoText. Or.dotx templates can be stored in either of the Startup folders mentioned. They can also be stored in a Building Blocks folder. If stored in a Building Blocks folder, the template will only share Building Blocks/AutoText. A.dot template can store only AutoText, not other kinds of Building Blocks.

Temporary Global Templates You can use a global template which is not loaded at startup, as well. Such a template can share resources which are not used or needed in most of your documents but are used by multiple templates and their documents. To do this, you would include a VBA command in the AutoOpen and AutoNew macros of the templates that need those resources.

These would load your global as an Add-In for that session of Word only. This way, when one of the documents needing your template's resources is created or opened, the resources will be available. Word will also (in some versions, at least) load a document as well as a template as an Add-In using this method. Documents, however, will not be loaded automatically even if placed in the Startup Folder. A good place to store such a global template might be in a folder in your Word Startup folder named 'Temp.' That way it would not load at startup, would be easy to find, and would not show up in your File = New. See also: by Beth Melton, MVP and by Greg Maxey, MVP - includes organizing your global templates. Note: Building Blocks templates stored in the Building Blocks folder will not show up in any list of Add-Ins created by Word, unlike those stored in one of the Startup Folders.

Sample Global Templates This is a work in progress that I put together in response to a question on one of the Microsoft newsgroups. It is a complete system for self-updating letter forms. The idea is to have letterhead components stored in one location and have letter forms reference that location when used so that form letters will have the latest letterhead information. (Global Template) (Global template) - add clickable checkboxes to non-Form documents - add random text to a document or template (Quick Brown Fox, Microsoft Help Text, or Lorem Ipsum) Fixes page numbering problems in complex documents - Simplifies insertion of QR Barcode in Word 2013 or later Other.dotm - the pan-global template - the granddaddy of all document templates Normal.dotm (Normal.dot in Word versions previous to Word 2007) is a special global document template created and used by Word. It is a global template, and it is often used as a document template.

Unlike other global templates, Normal.dotm / normal.dot must be in the User Templates folder. Unlike other global templates, it should not be shared. See - from Microsoft. Also unlike other global templates, it shares styles with all open documents (including other templates). When you click on the new document button or go to File = New and select 'Blank Document' what you get is a document based on the Normal.dotm template. (It is possible to change this and have the default new document be based on something else. See for ideas on how this can be done.) The Normal template is the repository for many user customizations.

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Generally when you have the option of saving a customization like a change to a built-in Style, a new Style, a macro, or a keyboard shortcut to 'all documents' or 'all documents based on this template,' the place you are saving to is the Normal template. Alterations to the Quick Access Toolbar or Ribbon in later versions of Word made from within Word are saved in separate files. Unformatted changes to AutoCorrect are also saved in separate files. For more on where customizations are stored see. The Normal template is usually considered at least as personal as the locked bottom drawer of someone's desk.

People will be offended if you mess with their Normal.dot(m). If Word is unable to find the Normal.dotm file when started, it will create one, using its defaults, as soon as you change a default. If you do not change any defaults in a clean installation of Word, there will be no normal template. The installation default for the location of Normal.dotm is the user templates folder. (In some language editions, Normal.dotm will have a slightly different name. Also, at least one virus renames Normal.dot(m).) Except in unusual circumstances (multiple users on one computer or multiple versions of Word) there should only be one copy of Normal.dotm / Normal.dot (named Normal.dot) on a computer. Note that when an earlier version is upgraded to Word 2007 or above there may be both a Normal.dot and a Normal.dotm in the user templates folder.

This is quite acceptable, but Word 2007 and later do not use the normal.dot file as the basis for new documents. Word does not automatically create a file named Normal.dotx, any such file was created by the user or by other software. One of the most used methods of diagnosing or curing problems in Word is to rename the normal template. See by Charles Kenyon In one of the Word I was challenged over my statement that 'Only Word can create a normal template.' It may be, in the ribbon versions of Word, that it is possible to create a functional normal.dotm template from a saved document. I do not know. I do not think it is wise even if you can.

Word creates a normal template from the program itself when none is present. It saves this when the program is closed if anything has been done to change the defaults stored in the normal template. When created, in all versions of Word the normal template will contain: Page Layout including: Margins Styles Fonts and Colors of text Page orientation This is true of any template. It is just that new documents are based on the normal template by default. It is good practice to have separate templates for different layouts. Formatted AutoCorrect There are some formatted AutoCorrect entries stored in every new normal template. The exact entries depend on the version of Word.

If someone wanted these in a template based on a document and saved as the normal template, they could be recreated in that template. AutoText AutoText is stored in the normal template, by default. It can be stored in any template. I believe that the default storage location in Word 2007 is the file Building Blocks.dotx.

The screenshot below shows some of the AutoText build into Word 1997-2003's normal.dot file: The Header/Footer entries are also available in the Header/Footer toolbar. There does not appear to be any AutoText distributed with Ribbon versions of Word. The built-in entries have been transferred to other building blocks.

See and In Word 2010 AutoText stored in the Normal template can use the AutoComplete function that was available in earlier (menu-based) versions of Word. In Word 2013 and later, the AutoComplete function works with AutoText stored in any location. Building Blocks Any kind of Building Block can be stored in a template (and only in a template).

The default template for storage of Building Blocks other than AutoText is the file Building Blocks.dotx. Other templates may be better suited for this.

The Normal template is generally not a good storage location. See for more. Keyboard Shortcuts As with other templates, keyboard shortcuts can be stored in the normal template. As with other global templates, shortcuts stored in the normal template are available in all documents and templates, whether created based on the template or not.

The default keyboard shortcuts are not stored in the normal template. They are in the program itself. It is modifications to those shortcuts that are stored in templates including the normal template. This is true at least back to Word 97. Macros As with other templates, macros can be stored in the normal template.

As with other global templates, macros stored in the normal template are available in all documents and templates, whether created based on the template or not. Toolbars and Menus(Word 97-2003) (Ribbon Versions) QAT and Ribbon As with other templates, custom toolbars and menus can be stored in the normal template. As with other global templates, these customizations are available to all documents and templates, whether or not based on the normal template.

In Ribbon versions, a representation of toolbar and menu modifications show up under the Add-Ins Tab. In Ribbon versions QAT modifications can be stored in the normal template. They probably should be stored there when they are using macros stored there. Likewise, Ribbon modifications can be stored there, with extra and unnecessary effort. The normal template is not the best place to create or store QAT and Ribbon modifications. As an experiment, in Word 2010 I had Word create a fresh normal.dotm and compared that file with a normal.dotm that I had created by saving a document as a macro-enabled template that I then named normal.dotm and placed it in the user templates folder.

The normal.dotm created by Word was 23K in size; that from the document was 13K in size. When the XML structure was examined, the one created by Word had extra components, especially a glossary folder. That folder contains information about, among other things, the display of styles and the Quick Style Sets. In conclusion, as far as I know, in the ribbon versions of Word, you lose the Formatted AutoCorrect entries that come with a normal.dotm file created by Word. You do lose more, but I am unsure of what that more is.

There is no reason I know of to try to create your own normal template. Instead, I advise modifying the template created by Word. Numbering Templates Note that there is yet a fourth kind of template - not covered in this chapter - is the numbering list template.

For some unfathomable reason Microsoft chose to use the term 'template' for its numbering lists as well. These are registry entries and not separate files, unlike the templates addressed in this chapter.

See the chapter for more on these and for much more. The of templates - what happens when there are resources with the same name in different active templates? We have the open document, the attached (document) template, global templates, and Normal.dotm/Normal.dot. All of these can store various customizations. What happens if there are conflicts (two Autotext entries or macros with the same name, etc.)? They defer to each other according to rules set by Microsoft (but not very easy to discover).

You don't need to know this hierarchy unless you start using the same names for macros, styles or autotext entries in multiple templates loaded simultaneously. (This is a good reason for using different names!) The order is: First, look in the document. Any macros or styles in the document will be used in preference to others if they have the same name. Any toolbar (QAT) or keyboard modifications stored in the document will trump those elsewhere.

(If the document and a template both have toolbars with the same name, though, they will both be available when the document is active.) Next, check the attached template. Any macros or styles in the attached template will take priority over any except those of the same name in the document. Any styles changed in the template after the document was created will be available as changed to the document by updating styles. Any autotext entries or other building blocks in the attached template will be used in place of those with the same name in Normal or global templates. (Documents don't hold autotext entries.) Any toolbar (QAT) or keyboard modifications stored in the attached template will trump those stored in Normal.dot or other global templates.

Then check the Normal template (Normal.dotm or Normal.dot). All styles in Normal.dotm / Normal.dot are available to all documents. Those styles already in the document will not take on the attributes of styles in Normal.dot unless you update them. (Normal.dot has many more styles than are ever used in one document.) All macros and autotext (or other building blocks) in Normal.dotm / Normal.dot are available to all documents (unless preempted by an item of the same name in the attached template or the document). Normal.dot is not the place to store shared macros. Any toolbar (QAT) or keyboard modifications stored in Normal.dotm / Normal.dot are applied.

In case of conflicts between Normal.dot and other globals, Normal.dot wins. Then, check other global templates and add-ins. Again, these do not contribute styles to documents but all macros, toolbars and Autotext entries are available from a global template. Styles in global templates are irrelevant to documents (unless the style is incorporated in an autotext entry). If there is a macro or autotext entry with the same name in Normal.dot(m), the attached template, or the document, as the name in any other previously checked global template, the macro or autotext entry in the global template will not be used (except for an AutoExec macro).

Any toolbar (QAT) or keyboard modifications are applied unless they conflict with something higher in the hierarchy. If there are multiple global templates, they are checked in the order they appear in the Templates and Add-Ins dialog box (with the first found taking priority over those appearing lower on the list). Finally, check Word, itself. (The Word application stores its styles, autotext entries, formatted autocorrect entries and toolbar settings in Normal.dot(m) but will recreate Normal.dot(m) with default settings if it can't find the Normal.dot(m) file when started.) While the Word application does not contain Macros, as such, it does contain Word commands (which show up as a category in the Word macro list). These can be intercepted by macros which have the same name as the command. (See for more on this.) See also the hierarchy of when there are multiple templates with the same name. For more on this, you may want to look at or by Bill Coan, MVP.

I do not know if there is any conflict in assignment of QAT modifications in the different template levels; I believe they are simply cumulative. In addition, which is the attached template can have its own hierarchy. It is not necessarily the template used to create the document! See this for more about which template will be the 'attached template' when the document is re-opened. How to get more (user defined) when you select “New” under the File menu. When you go to save a template, as a template, Word 97-2003 will take you to your user templates folder.

If you store the template there, it is under the General tab for new files. The other tabs that you see under File = New are usually folders in the user templates folder or the workgroup templates folder. If you want to add a tab, add a folder and store a template there. (In Word 2000 the tab won’t show up if there isn’t a template in the folder.) Word 97 stores the templates that come with it in these same folders. Word 2000 keeps its built-in templates elsewhere.

If you want your template to show up under the tab for “Letters & Faxes” you need to create a folder with that title in your user Templates folder. Just File=Save As and select template as your file type. Before you save the template, create a new folder “Letters & Faxes” if one isn’t there, and then open that folder and store your template there.

Word 2007 & 2010 When you Choose File New in Word 2007 or 2010 you get something like the dialog windows below: To get to the classic dialog you click on 'My templates.' Want to get to your templates quickly? You can get the classic dialog by customizing the QAT (Quick Action Toolbar). You want to add the command for New Document or Template (classic FileNewDialog). See for more on this. Word 2013-2019 New Templates Dialog Word 2013 changes things up yet again, still emphasizing the Online templates. What are shown are icons from Office Online's featured templates.

To get to your own templates, you need to click on 'Custom:' For more on how Word 2013-16 has this set up, see. There is no way just clicking on buttons and menus in Word 2013-16 that you can view the combined File New dialog from earlier versions because unless set to be the same folder by the user, the user templates folder (shown in the classic FileNew dialog) and the Custom Office Templates folder are different folders. You can use the Classic FileNew Dialog though by making some minor tweaks to your. You can even add a button to your. You can also download a free with these tweaks.

Tabs from a Workgroup Templates Folder You can create organization folders in your workgroup templates folder as well and store your workgroup templates there. These tabs will then show up in the File = New dialog box for everyone who has set that folder as the location for workgroup templates. If you give your folders (that you create in the user or workgroup templates folders) the same name as Tabs already showing up under File = New, your templates will show up under those Tabs. You can have folders with the same names in your personal templates folder and your workgroup templates folder to take advantage of this. And the File = New dialog box. Note that the folder depth allowed for Templates folders is two levels: the Templates folder and one level of folders therein.

The diagram above shows five levels. You can put subfolders in second-level folders but Word will ignore that structure and act as if you put all the templates directly in the folder at the second level. If your templates folder is structured as in the diagram when you use File = New you will see four custom tabs and five custom templates in your dialog box. If you click on the tab AA you will see no templates. Word 2000/2001?/XP? If your templates folder is structured as in the diagram, when you use File = New you will see three custom tabs and five custom templates. No tab is shown for AA because it contains no templates.

Both If you click on the tab AB, you will see templates 11, 12, and 13 as options for starting your new document. If you click on the tab AD you will not see any folders. You will see the following templates: 17, 18, 21, 31, 32, 33, 34, 35, 36. All templates that are anywhere within folder AD, including in subfolders, are displayed. Tabs that show up under File = New that are not Folders The General tab (Word 97 and thereafter) The General tab displays all templates in the User templates folder, the workgroup templates folder and one that says 'Blank Document.' You won't find a 'Blank Document.dot' if you look in any of the templates folders, this is actually Normal.dot(m).

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The tab (Word 97 and thereafter) If you have more folders in your user templates folder and in your workgroup templates folder than can fit on two rows of tabs in the File = New dialog box, the last tab on the second row will be 'More.' Clicking on this will give you all of the Folders in your templates folders.

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