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How do I attach a template to a Word 2010 document?

The options for attaching a template and inserting a file into a template aren't as easy to find in Word 2007 and 2010 as they were in Word 2003.

In 2003, you attach a template to an existing document by choosing Templates and Add-ins from the Tools menu. Unfortunately, a quick glance at the 2007 or 2010 ribbon might leave you scratching your head. There's just nothing there for attaching a template!

By now, you might have realized that many of the commands and features from the 2003 Tools menu are accessible via the 2007 Office button or the 2010 File tab. If so, that's probably where you'll look when the ribbon turns up nothing. If so, you're on the right track and you'll find it...maybe!

To attach a template to a file in Word 2007 and 2010, do the following:

  1. In Word 2007, click the Office button and then click Word Options. In Word 2010, click the File tab and choose Options (under Help) in the left pane.
  2. Choose Add-ins in the left pane.
  3. Look for the Manage dropdown at the bottom of the resulting window. From this control, choose Templates and then click Go.

From there, the process is the same as it was in 2003. Click the Attach button, double-click the template file, and click OK.

The commands for inserting a file into an open template file in 2007 or 2010 are also difficult to find. The path to the right command just isn't intuitive. In 2003, you choose File from the Insert menu and identify the file! In Word 2007 and 2010, you'll probably turn to the Insert tab and you're on the right track, but there's no File option. Instead, you need the Object option, as follows:

  1. Click the Insert tab.
  2. Click the Object dropdown in the Text group.
  3. Choose Text From File.
  4. Locate the file and double-click it.

I've learned to like Word 2010, but even after months of using it, I'm still at a loss sometimes to find things.

About

Susan Sales Harkins is an IT consultant, specializing in desktop solutions. Previously, she was editor in chief for The Cobb Group, the world's largest publisher of technical journals.

7 comments
mkqest1963
mkqest1963

I have a client in Norway that we do writing/editing for and when we open some of their word docs it takes forever because MS Word is looking for a .dot file on the Norwegian client's K drive. How can I stop this from happening? Thanks.

iamanidiot77
iamanidiot77

I did all of this and i see nothing on my page! There is no developer tab on my windows! How about you morons but some real answers on here!

ssharkins
ssharkins

bpalacios@..., you are absolutely right and thanks for mentioning the Developer tab -- I should've mentioned it myself. The problem is, the Developer tab isn't always available to users and most wouldn't know how to add it anyway--they wouldn't know TO add it. But you're right and thanks for adding that to the discussion -- definitely valuable information.

stapleb
stapleb

Create a brand new document based on the template you want to use. Open Explorer and find the file you want to insert into the template. Drag the document down to the Word button on the Task bar but don't release the mouse button. When the new Word document pops back up in the window move the pointer over the window then release the mouse button. The document will be inserted into the template.

bpalacios
bpalacios

Templates are on the Ribbon in 2007/2010. Check the Developer Tab.

kaspencer
kaspencer

Essentially, this article says what so many people have said about the change from the drop down menu navigation of Office 2003 and the ribbon navigation of Office 2007/10 - it simply isn't intuitive, and why Microsoft adapted it mystifies me. I have used Windows since it was created in 1985, and have used the Windows implementations of Word since the first, and I still have considerable difficulty finding the actions I want. With complex overblown software even the traditional navigation methods were difficult but the ribbon is worse. Kenneth Spencer

HAL 9000
HAL 9000

Try reposting this in the 'Q&A' forum. The 'Discussion' forum is for matters of general discussion, not specific problems in search of a solution. The 'Water Cooler' is for non-technical discussions. You can submit a question to 'Q&A' here: http://www.techrepublic.com/forum/questions/post?tag=mantle_skin;content There are TR members who specifically seek out problems in need of a solution. Although there is some overlap between the forums, you'll find more of those members in 'Q&A' than in 'Discussions' or 'Water Cooler'. Be sure to use the voting buttons to provide your feedback. Voting a '+' does not necessarily mean that a given response contained the complete solution to your problem, but that it served to guide you toward it. This is intended to serve as an aid to those who may in the future have a problem similar to yours. If they have a ready source of reference available, perhaps won't need to repeat questions previously asked and answered. If a post did contain the solution to your problem, you can also close the question by marking the helpful post as "The Answer". . [b]Also because this was written in early 2011[/b] not many people are likely to see your post so it's very unlikely to get any form of response. Col ;)