Please Note: This article is written for users of the following Microsoft Word versions: 2007 and 2010. If you are using an earlier version (Word 2003 or earlier), this tip may not work for you. For a version of this tip written specifically for earlier versions of Word, click here: Creating a Boilerplate Document.

Creating a Boilerplate Document

by Allen Wyatt
(last updated March 5, 2015)

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In Word, a template (at its simplest) is a guide for how a document should appear. You can use templates to store boilerplate documents, such as forms or contracts. When you open a new document based on the template, all the boilerplate information is in place and ready to use. To create a boilerplate document, do the following:

  1. Create a new document that is based on the template you want used as the basis for your boilerplate template.
  2. Press F12. Word displays the Save As dialog box.
  3. In the Save as Type pull-down list, choose Word Template or, if your template will contain macros, Word Macro-Enabled Template. This ensures your document is saved as a template.
  4. Enter a new name for your template and select where it should be saved.
  5. Click on Save.
  6. Make your changes to the template, making sure to enter any boilerplate text desired.
  7. Save your work before closing the template file.

That's it; you've now created your template. When you want to use it, simply create your new document based on this template you just created. Your new document will contain all the boilerplate text you entered in step 6.

WordTips is your source for cost-effective Microsoft Word training. (Microsoft Word is the most popular word processing software in the world.) This tip (11699) applies to Microsoft Word 2007 and 2010. You can find a version of this tip for the older menu interface of Word here: Creating a Boilerplate Document.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He  is president of Sharon Parq Associates, a computer and publishing services company. ...

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Comments

If you would like to add an image to your comment (not an avatar, but an image to help in making the point of your comment), include the characters [{fig}] in your comment text. You’ll be prompted to upload your image when you submit the comment. Images larger than 600px wide or 1000px tall will be reduced. Up to three images may be included in a comment. All images are subject to review. Commenting privileges may be curtailed if inappropriate images are posted.

What is 9 + 4?

2015-03-05 16:15:01

Elizabeth Rosales

Can anyone help or answer this for me? I have a template that I generated and when I come back to use it, it does not open for me. It will open when using another PC. Why is it that I cannot open not the actual Template itself but the replica that is supposed to be generated when you select it? I have already restarted my computer and not sure what else I can do. Advice is welcome, thank you.


2014-12-26 14:08:05

A. Forrest Morad, Esq.

I have a law firm letterhead that I would like made as a word 2013 template. I have tried to follow your guide but I guess I'm not that computer literate. Is there anyone who could do this for me at a fee, of course? I could scan and email you my letterhead.

Thanks,
A. Forrest Morad, Esq.
A. F. Morad, P.C.
404-266-0532


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