How do I create a custom template in Word?

Click the File tab, and then click New. Under Available templates, click New from existing. Click a template or a document that is similar to the one that you want to create, and then click Create New. Make the changes you want to the margin settings, page size and orientation, styles, and other formats.

support.microsoft.com - Save a Word document as a template

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You can offer flexibility to anyone who may use your template by adding and configuring content controls, such as rich text controls, pictures, drop-down lists, or date pickers. For example, you might provide a colleague with a template that includes a drop-down list, but your colleague wants to use a different set of options in the drop-down list in the document that he's distributing based on your template. Because you allowed editing to the drop-down list when you added the content control to the template, your colleague can quickly and easily change the template to meet his needs. Note: If content controls are not available, you may have opened a document or a template that was created in an earlier version of Word. To use content controls, you must convert the document to the Word 2010 file format by clicking the File tab, clicking Info, clicking Convert, and then clicking OK. After you convert the document or template, save it.

To add content controls, you need to show the Developer tab.

Show the Developer tab

Click the File tab. Click Options. Click Customize Ribbon. Under Customize the Ribbon, click Main Tabs. In the list, select the Developer check box, and then click OK. On the Developer tab, in the Controls group, click Design Mode, and then insert the controls that you want.

Insert a text control where users can enter text

In a rich text content control, users can format text as bold or italic, and they can type multiple paragraphs. If you want to limit what users add, insert the plain text content control. Click where you want to insert the control. On the Developer tab, in the Controls group, click Rich Text Content Control or the Plain Text Content Control .

Insert a picture control

Click where you want to insert the control. On the Developer tab, in the Controls group, click Picture Control.

Insert a combo box or a drop-down list

In a combo box, users can select from a list of choices that you provide or they can type in their own information. In a drop-down list, users can only select from the list of choices. On the Developer tab, in the Controls group, click the Combo Box Content Control or Drop-Down List Content Control . Select the content control, and then on the Developer tab, in the Controls group, click Properties. To create a list of choices, click Add under Combo Box Properties or Drop-Down List Properties. Type a choice in the Display Name box, such as Yes, No, or Maybe. Repeat this step until all of the choices are in the drop-down list. Fill in any other properties that you want. Note: If you select the Contents cannot be edited check box, users won’t be able to click a choice.

Insert a date picker

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Click where you want to insert the date picker control. On the Developer tab, in the Controls group, click the Date Picker Content Control.

Insert a check box

Click where you want to insert the check box control. On the Developer tab, in the Controls group, click the Check Box Content Control.

Insert a building block gallery control

You can use building block controls when you want people to choose a specific block of text. For example, building block controls are helpful if you’re setting up a contract template, and you need to add different boilerplate text depending on the contract’s specific requirements. You can create rich text content controls for each version of the boilerplate text, and then you can use a building block gallery control as the container for the rich text content controls.

You can also use a building block control in a form.

Click where you want to insert the control. On the Developer tab, in the Controls group, click Building Block Gallery Content Control. Click the content control to select it. On the Developer tab, in the Controls group, click Properties. Click the Gallery and the Category for the building blocks that you want to make available in the building block control.

Set or change the properties for content controls

Select the content control, and click Properties in the Controls group. In the Content Control Properties dialog box, choose whether the content control can be deleted or edited when someone uses your template. To keep several content controls or even a few paragraphs of text together, select the controls or the text, and then click Group in Controls group. For example, perhaps you have a three-paragraph disclaimer. If you use the Group command to group the three paragraphs, the three-paragraph disclaimer cannot be edited and can be deleted only as a group. Instructional text can enhance the usability of the template that you create. You can change the default instructional text in content controls. To customize the default instructional text for your template users, do the following:

support.microsoft.com - Save a Word document as a template