Incorporate a Template in Word

Question

How do I incorporate a template in Word?

Answer

You can access and reuse building blocks at any time. You can also distribute building blocks with templates. For example, you can create AutoText building blocks in a template and distribute the template to other users. 

  1. Click the File tab
  2. Click on Save As
    1. Choose where you would like to save the template
    2. Enter a filename
    3. Under filename, use the drop down to save the document as a Word Template
    4. Click Save

In the open template, create the building blocks that you want to provide for other users. When creating a new building block, and filling out information:

  1. In the Create New Building Block dialog box, be sure to click the template name in the Save in list
  2. Also make sure you use the same category name for all of the choices that you want users to have for a particular building block
  3. Once you have done this, saved your document, and exited out of it, you are ready to distribute the template.
  4. You can do this in many ways, including emailing the word template as an attachment
  5. Instruct the template recipients to save the template to the Application Data folder, so that the building blocks that you saved with the template will be available in the galleries that you specified in the Building Blocks Organizer

For more information on Word, please view the full tutorial Word
If you need further assistance, please click the CTL Support Request button on this page
 

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Details

Article ID: 8419
Created
Tue 5/16/23 2:32 PM
Modified
Thu 10/26/23 4:02 PM
KCS Article Status
WIP: Only Problem & some Environment captured
Not Validated: Complete & Resolution captured, confidence lacks in structure, content, no feedback
Validated: Complete & reusable, used by licensed KCS user, confidence in resolution & std. compliance
Validated

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