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Do you want to bring more unity to your documents through Word templates? Do you and your colleagues repeatedly use boilerplate content for your daily business correspondence? Then make your work processes easier with Word templates. In this article you will learn how to easily create your own Word templates, save them and share them with your colleagues.
You want to send a customer an offer so you search for a Word document in your mailbox or document folders that you can copy and adapt. That costs time and means that arbitrary changes are often made to text, content, and design.
Effects of non-uniform Word documents:
If you want to work more professionally and efficiently, we recommend that you create Word templates for standard documents.
|- Reports||- Protocols|
|- Training sheets||- Fax cover sheets|
|- Invoice||- Handout|
|- Letters||- Agendas|
|- Brochures||- Certificates|
|- Budgets||- Resumes|
|- Schedules||- Tracking lists|
Returning to the example of the offer document you want to send to a customer: since a customer quote is a standard document you send out over and over, agree with your team on a template with blanks for any information that changes. Start with a classic letterhead with company logo and details - the document should contain the latest company information and also be up to date with the corporate design. Leave some fill-in space for a quotation, depending on the customer.
Pay attention to the following points:
First make sure you have the Developer tab enabled in your Word Ribbon:
Click File > Options > Customize Ribbon and make sure the Developer tab is checked in the list of tabs. Now you can insert various controls on the Developer tab that help people fill in the blanks in your template. For example, these buttons in the Controls group are most common.
If you are satisfied with your template, save it now.
In our article "Uniform Corporate Design in Office with Theme and Template Files", we show you how to store your corporate design in Office files and at the same time ensure that the desired design definitions are automatically preset when you start an Office application.
Insufficient template management
Without proper template management, there can be more than one template for the same purpose.
Manually updating 100s of Word templatesOver time, you will accumulate a lot of Word templates that should always be up to date. New company information, modified text, or changes in corporate design are just some reasons for updating. That can quickly become a mammoth task and may be repeated several times a year.
With empower® docs you can ensure that the right Word templates are used throughout the company. A central library makes legal templates, boilerplate text, and other content available to all employees directly in Word. Manage your content elements in empower® or integrate a third-party digital asset management (DAM) system, whichever you prefer. Letterheads and legal information are automatically populated with your data. Any number of languages are supported - users can switch locations and languages with just a few clicks.
Manage all Word templates - company-wide and worry-free. More information, sample videos, and infographics can be found on empower® docs.
We will be happy to advise you personally and answer any of your questions on empower®.