Microsoft Office 2000

Lesson 2: Word 2000 (Part 2)

Using Templates and Wizards

You can use templates and wizards to create many types of documents including legal pleadings, memos, letters, faxes, reports, theses, directories, newsletters, manuals, brochures, calendars, Web pages, time sheets, agendas, resumes, purchase orders, and invoices.

To open Templates and Wizards:

• Click on File – New
• Choose the type of document (e.g. Memos)

To display a template (pre-formatted document):

• Click on a template
• Click on OK
• Type your own text over the existing text

See example of selecting a Template

See example of the Memo Template

Rather than use a template, you may wish to use the wizard to help you design your document.

To have the wizard guide you through formatting your document:

• Click on File – New
• Choose the type of document (e.g. Memos)
• Click on a wizard
• Click on OK

Follow the instructions in the wizard. For example, the Memo wizard asks you questions to help you format your memo for style, title, heading fields, recipient, closing fields, and header/footer. The web page wizard helps you identify title and location, navigation, add pages, organize pages and select a visual theme.

See example of selecting a Wizard

See example of Memo Wizard steps

Some of the best templates and wizards are in the tab Other Documents. These include the Agenda Wizard, Calendar Wizard, Resume Wizard, and Elegant/Professional/Contemporary Resumes.

If you find that you need a template of your own design (such as letterhead) you can create your own document template.

To create a document template:

• To base a new template on an existing document, click on File - Open and then open the document you want
• To base a new template on an existing template, click on File - New
• Click a template that is similar to the one you want to create
• Click Create New – Template
• Click OK
• Click on File – Save As - Document Template The default folder is the Templates folder in the Save in box
• In the File name box, type a name for the new template, and then click Save
• In the new template, add the text and graphics you want to appear and delete any items you don't want to appear
• Make the changes you want to the margin settings, page size and orientation, styles, and other formats
• Click on Save
• Click on File - Close

Templates and Wizards are a very convenient way to generate a nicely formatted document quickly and easily. Note, however, that if you choose a complex template it is best if you work with it as-is.

The resume templates are beautifully formatted, but if you begin tweaking the format as you work on your document you can easily end up with a huge mess.

With the resume template in particular, if you find that you are not satisfied with any of the templates you may wish to create a document from scratch and use a resume guide book to get ideas for layout.

For additional information on this topic browse Chapter 4 Working with Complex Documents in Microsoft Office 2000 User Specialist Study Guide.

Weel done! You have successfully explored Word templates and wizards and can now create professional-looking documents with ease!

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