Edit templates

Whether you’re starting from a Microsoft template or updating one of your own, Word's built-in tools help you update templates to suit your needs. To update your template, open the file, make the changes you want, and then save the template.

1. On the File tab, select Open.
2. Double-click This PC.
3. Browse to the Custom Office Templates folder under My Documents.
4. Choose your template, and select Open.
5. Make the changes you want, then save and close the template.

• Add building blocks to a template
• Add content controls to a template
  • Add content controls
  • Insert a text control where users can enter text
    • Insert a picture control
    • Insert a combo box or a drop-down list
    • Insert a date picker
    • Insert a check box
    • Insert a building block gallery control
    • Add protection to parts of a template
    • Assign a password to a template

    Add building blocks to a template

    Building blocks are reusable pieces of content or other document parts that are stored in galleries to be accessed and reused at any time. You can also save building blocks and distribute them with templates.

    For example, you may create a report template that provides your template users with two cover letter types to choose from when they create their own report based on your template.

    Add content controls to a template

    Make your templates flexible by adding and configuring content controls, such as rich text controls, pictures, drop-down lists, or date pickers.

    For example, you might create a template that includes a drop-down list. If you allow editing to the drop-down list, other people can change the list options to meet their needs.

    To add controls, you use the Developer tab on your ribbon. If you need to add the Developer tab, here's how.

    1. On the File tab, select Options and choose Customize Ribbon.
    2. Under Customize the Ribbon, select Main Tabs.
    3. In the list, select the Developer check box, and then OK.

    

    Add content controls

    On the Developer tab, select

    

    Design Mode in the Controls group and 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.

    

    1. In the document, select where you want to insert the control.
    2. On the Developer tab, select

    

    Rich Text Content Control or the

    Insert a picture control

    

    1. Select where you want to insert the control.
    2. On the Developer tab, select

    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, Select

    

    Combo Box Content Control or

    

    Drop-Down List Content Control in the Controls group. Select the content control, and then choose

    

    Properties.

    Note: If you choose the Contents cannot be edited check box, users won’t be able to select a choice..

    Insert a date picker

    

    1. Select where you want to insert the date picker control.
    2. On the Developer tab, select the

    Insert a check box

    

    1. Select where you want to insert the check box control.
    2. On the Developer tab, select the

    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.

    

    1. Select where you want to insert the control.
    2. On the Developer tab, select

    

    Building Block Gallery Content Control in the Controls group.

  • Choose the content control to select it.
  • On the Developer tab, select Properties in the Controls group.

    Set or change the properties for content controls

    

    1. Select the content control, and select 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, choose the controls or the text, and then select

    

    Group in the 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.

    Add instructional text to a template

    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:

    

    On the Developer tab, select

    

    Design Mode in the Controls group.

    

  • Select the content control where you want to revise the placeholder instructional text.
  • Edit the placeholder text and format it any way you want.
  • On the Developer tab, select

    Add protection to a template

    You can add protection to individual content controls in a template to help prevent someone from deleting or editing a particular content control or group of controls, or you can help protect all of the template content with a password.

    Add protection to parts of a template

    1. Open the template that you want to add protection to.
    2. Select the content controls to which you want to restrict changes.
    Tip: Select multiple controls by holding down the CTRL key while you select the controls.

    

    On the Developer tab, in the Controls group, select Group in the Controls group, and then select Group again.

    

    On the Developer tab, select Properties in the Controls group.

    • Select the Content control cannot be deleted check box, which allows the content of the control to be edited but the control itself cannot be deleted from the template or a document that is based on the template.
    • Select the Contents cannot be edited check box, which allows you to delete the control but does not allow you to edit the content in the control.

    Use this setting when you want to protect text if it is included. For example, if you often include a disclaimer, you can help ensure that the text stays the same, and you can delete the disclaimer for documents that don't require it.

    Assign a password to a template

    To assign a password to the document so that only reviewers who know the password can remove the protection, do the following:

    

    1. Open the template that you want to assign a password to.
    2. On the Review tab, select

    Important: If you choose not to use a password, anyone can change your editing restrictions.

    Use strong passwords that combine uppercase and lowercase letters, numbers, and symbols. Weak passwords don't mix these elements. Strong password: Y6dh!et5. Weak password: House27. Passwords should be at least 8 characters long. In general, longer a password is, the more secure it is.

    Warning: It is critical that you remember your password. If you forget your password, Microsoft cannot retrieve it. Store the passwords that you write down in a secure place away from the information that they help protect.