(Optional) In the Where box, choose a location where the template will be saved. In the Save As box, type the name that you want to use for the new template.

On the File menu, click Save as Template.

Choose the relevant folder and you will be able to browse and select the template you would like to use.Įxcel is slightly different in that you don't have the Workgroup and User templates, you only have one option and you need to decide whether you prefer to have your personal templates or the shared templates configured.Note: If you can't find a template, you can search for it based on keywords in the Search All Templates box.Īdd, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new documents that you base on the template.

You should now see two folders, you Workgroup folder that you just configured and Custom Office Templates which is the default location for any personal Templates you have created.

Under Blank document you should see two tabs Office and Custom - click on Custom.To start using your templates, you do the following Browse to the shared folder where your templates are located and click OK, keep clicking OK in each window until you are back in your document.Select Workgroup templates and click Modify.Click on File Locations - if this is greyed out you likely don't have a document open in Word.Click on File > Options > Advanced and scroll to the General section - almost to the bottom.Open Word with a document loaded - can be a blank, new document.Let's start with Word, first I will walk you through how to configure the location and then how to access the shared templates:

Creating templates in office 365