If Microsoft Word displays a warning message about saving the file in a new format, click the “OK” button.Ĭlose the template document in Microsoft Word. Enable the “Save Thumbnail” option, then click the “Save” button. Click the “Save As” type drop-down list, and then select “Word Template (*.DOTX)” as the file type. Any text that you enter here will appear on every document you create from the template.Įdit other portions of the template document as needed.Ĭlick “File” on the ribbon bar, then click “Save As.” Enter a default name for the template document in the “File Name” field.
Enter any footer text you want to appear in documents based on the template here. If the template does not contain a default logo image and you want to add one, simply position the cursor where you want the logo image to appear, then click “Insert” followed by “Picture” on the ribbon bar.ĭouble-click the footer area of the document. Microsoft Word replaces the default template image with your company logo. Highlight the logo image file, then click the “Insert” button. Browse to your own company's logo image on your local computer. With the default logo image selected, click the “Insert” tab, then click the “Picture” icon. Leaving the default recipient fields or customer field in place will make documents based off the template easier to edit and use.Ĭlick the default logo image in the template if the document has one. If the template has fields for recipients or the address information, you should leave the field values intact and not change them, since you will probably use the template many times. Change any default text that you would like to reuse in future documents based off the template. The template opens as a new document in Microsoft Word.Įdit the company name and address information in the template. If using a template from the website, highlight the template name and click the “Download” button. Click the template you want to use, then click the “Create” button.
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