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Office challenge: What's the quickest way to find Word's templates?

Susan Harkins issues another Microsoft Office Challenge to TechRepublic members. What's the quickest way to find Word's templates?

A user can't find her template; she wants to add a few new styles she's consistently using.  "Okay, let's see what's in your templates folder by…" you quickly say - can you fill in the rest? It's just three quick clicks in Word 2010. Now, that doesn't mean the template is where you think it should be, but the three clicks I have in mind will take you to the place where I'd start my search.

After you help her find the template, you give her a piece of unsolicited advice about altering templates. What might that advice be?

Feel free to answer either or both questions in this week's challenge.

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.

5 comments
Big Bro
Big Bro

Make a shortcut to the folder, once you find it, and you won't have to look for it any more. I just drag the little icon in the folders address bar to some place on my desktop or into a folder and there it is.

miscris
miscris

Click on Tools, Templates and Add-ins, and then click on attach button under document templates. To edit or add styles, click on Format, Styles and formatting. Choose a style to format or click New Style. Make changes and click the Add to Template checkbox before clicking OK to save changes. This works in versions prior to 2010. Not sure of the exact sequence for 2010 users.

john-williams
john-williams

Once Word 2007 is open, 1) Click the office Orb 2) Open Dialog 3) Change File Type option to any of the Template Options (All, 95-2003, Macro enabled etc). This opens the dialog box to the folders where your Templates reside. Quick and easy. I'm not sure where to head with unsolicited advice. I use it for multiple letterheads, specific document templates such as fill-in-the-blank forms or long procedures with a specific cover page, indexing and paragraph formatting.

zimmerwoman
zimmerwoman

I got there two ways 1. "Office button" to "word options", "advanced" selection to "file locations", "user templates" to "modify". 2. Right click on "start" to "application data" in the same folder, to "microsoft", "templates". I cant seem to get fewer than 4 clicks. And while I am generally a font of unsolicited advice, on this one all I can say is "never draw to an inside straight".

eljensen
eljensen

I'd start the search by having her look in "My templates." Click the File tab, then "New" along the left-hand side, and then "My templates" along the top. As fas as the unsolicited advice, depending on the user's familiarity with templates I would probably remind her that she must actually open up the template (or create a new template), not simply a document based on that template, to make changes to the template itself. If users navigate to a template somewhere on their computer, double clicking on the file will open a document, but right clicking and selecting "open" will open the template itself, allowing them to make modifications.

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