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Instructions for using a Word TEMPLATE

About TEMPLATES:

NOTE: This is a TEMPLATE not a document. The difference is that a TEMPLATE is like a boilerplate or “master” which is never altered (unless you choose) and when opened it opens a copy of the master (not the master itself) with no name (document 1 for example). The good thing about this is that your TEMPLATE remains in tact for opening the next time.

Using the TEMPLATE:

  • “Headers and Footers” can be used and will appear at the top or bottom of every page. Normally used for letterheads or disclaimer type items. To add a header or footer:
1> Click on View/Header-Footer
2> Click on   to switch between Header and Footer mode
3> Type in the text and/or add a graphic while in this mode.
4> Click Close
  • A “table” layout is a great way to maintain consistency in spacing…the easiest way. NEVER use the <enter> key when moving through a table, it is not necessary and the auto word wrap feature will take care of that for you. This is where most people get messed up…. it throws the table layout off. ALWAYS USE THE TAB key when moving through the table and you will not get into trouble.
  • To create the table, click on Table/Insert Table and choose the number of starting rows and columns. Extra lines will be added for you if you need them when you come to the last cell in the table and continue to hit TAB. DO NOT hit the <enter> key.
  • Tables are made up of CELLS (each square is a cell). Only put ONE item in each cell. DO NOT put item #1 in the first cell…then hit <enter> and start on item #2…again this is how it gets messed up. ONE item ONE cell
  • NEVER open the TEMPLATE from within Word…always from Windows Explorer. If you open within Word you will open the actual TEMPLATE (master) and it will be modified from that point forward. Unless you specifically want to change something about the TEMPLATE, always open it from Windows Explorer.
  • Allow it to skip a line between list items by continuing to hit the TAB key rather than hitting <enter> for extra space. Again this will avoid modification of your TEMPLATE layout.
  • If you have multiple items you may wish to number them. To do that simply click on the numbering icon  with your cursor in that row to number that row. As you add items click the same icon for subsequent rows….numbering will resume.


 

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