Office programs use non-file-based templates to create new workbooks, documents, databases, and slides. As the name suggests, there is no physical template from which these special files are created. Each Office program has the necessary information to create a new file of the correct type. For example, if the Word global template Normal.
This section, method, or task contains steps that tell you how to modify the registry. However, serious problems might occur if you modify the registry incorrectly. Therefore, make sure that you follow these steps carefully. For added protection, back up the registry before you modify it.
Then, you can restore the registry if a problem occurs. For more information about how to back up and restore the registry, see How to back up and restore the registry in Windows. Office programs use two registry keys to record the user templates file location and the workgroup templates file location. Both settings are recorded in the following registry key:.
These string values do not exist until you make a change to the default locations for your custom templates. By default, all Office programs look for their installed templates. Therefore, no string value is required for Office programs. If you change the user templates file location to the default location as described in the "User templates file location" section, the UserTemplates string value is deleted from the registry.
However, if you change the workgroup templates file location to the default location, the SharedTemplates string value is retained in the registry. Feedback will be sent to Microsoft: By pressing the submit button, your feedback will be used to improve Microsoft products and services.
Privacy policy. Skip to main content. This browser is no longer supported. Download Microsoft Edge More info. Contents Exit focus mode. Note If you use Word or Word to change the location in which your new templates are saved, you also change the location in which all Office program templates or all Office program templates are saved. Note Your network administrator can change the location in which your new templates are saved by using the policy templates that are included with the Microsoft Office Resource Kit.
Note Your network administrator may set a shared location as a source from which to provide templates that are used throughout your workgroup or company. Note The Language ID Number is a four-digit code that represents the language types that are currently installed. Important This section, method, or task contains steps that tell you how to modify the registry.
Author Commented: I will see if I can get that information. David -- this is most curious. I have bit Office and Windows, in case that makes a difference it probably does.
Roy Luce. Suggest adding a notation regarding hidden files. Spent over an hour this morning trying to locate Normal. Only after finding and changing the display option for hidden folders was I able to locate and update Normal.
I am still having problems accessing the created templates using Word I understand we need to direct the File Locations to the proper directory, which I have done. Now what? I can't see any way to access these files AS templates. I do not know how to properly access them. Thank you for your help. Get Access. In addition, which is the attached template can have its own hierarchy.
It is not necessarily the template used to create the document! See this Word Answers discussion for more about which template will be the "attached template" when the document is re-opened. When you go to save a template, as a template, Word will take you to your user templates folder. If you store the template there, it is under the General tab for new files.
If you want to add a tab, add a folder and store a template there. Word 97 stores the templates that come with it in these same folders. Word keeps its built-in templates elsewhere. Want to get to your templates quickly? What are shown are icons from Office Online's featured templates.
To get to your own templates, you need to click on "Custom:". There is no way just clicking on buttons and menus in Word that you can view the combined File New dialog from earlier versions because unless set to be the same folder by the user, the user templates folder shown in the classic FileNew dialog and the Custom Office Templates folder are different folders..
You can even add a button to your Ribbon. You can also download a free Add-In with these tweaks. You can create organization folders in your workgroup templates folder as well and store your workgroup templates there. You can have folders with the same names in your personal templates folder and your workgroup templates folder to take advantage of this.
Note that the folder depth allowed for Templates folders is two levels : the Templates folder and one level of folders therein. The diagram above shows five levels. You can put subfolders in second-level folders but Word will ignore that structure and act as if you put all the templates directly in the folder at the second level. If you click on the tab AA you will see no templates. No tab is shown for AA because it contains no templates.
If you click on the tab AB, you will see templates 11, 12, and 13 as options for starting your new document. If you click on the tab AD you will not see any folders. You will see the following templates: 17, 18, 21, 31, 32, 33, 34, 35, All templates that are anywhere within folder AD, including in subfolders, are displayed.
The General tab displays all templates in the User templates folder, the workgroup templates folder and one that says "Blank Document. That is by design. Unless you have created a folder that has the same name as one of these tabs, there will be no folder with that name.
If you do create such a folder in either your user templates folder or your workgroup templates folder you will have a folder that matches the tab. The templates under that tab that come with Word, though will still not be in the folder. First, read the section above on Adding Tabs so that you have an understanding of how templates and the templates' folders are organized and work.
Move the folder let's call it Folder A outside of the Templates folder or Workgroup Templates folder. If you want the templates in Folder A available under a different tab, you can move them to the folder for that tab or your can simply put the folder you no longer want to appear as a tab into a different folder that still will appear as a tab. If you put the folder Folder A into a different folder Folder B in the templates folder, the folder you moved Folder A will no longer appear as a tab in the File New dialog but its templates will all appear under the tab for Folder B.
If you just want to get rid of the tab but you still want some of the templates, you will need to reproduce those templates before you uninstall the category tab. Alternatively, the templates may actually exist on your hard drive, just not in your user templates folder. Again, this is not your user templates folder. Almost all installed built-in templates are in this folder.
You can copy the one you want out of here into your user templates folder or a folder therein. There is a Registry hack for deleting tabs as well. This eliminates the tab but not the templates. How you'll access them, though is anyone's guess.
It was published in Woody's Office for Mere Mortals. Not for the faint of heart. Back up your Registry before doing anything like this. You may want to look at Graham Mayor's page on template locations for pictures of the steps in uninstalling templates in Word This is a registry tweak.
If you don't already know how to do edit the registry with regedit don't attempt this. Backup your registry before making any modifications. Select individual keys and rename them to remove individual templates, or rename the top level key 8F Add the word "NOT" to the start of the key to make this easily reversible. This will put it at the end of the alphabetical order. You will need to know the location of the template before you attempt to edit it.
On a Mac, use the finder. You open a template for editing the same way you open a regular document. Once you have done this, simply open the template.
Note that if you have opened the template the name shown in the title bar will be the template's name, not "Document 1. You open a template for editing from Explorer by right-clicking on it and selecting "Open" from the shortcut-menu that pops up.
If you simply double-click on the template, you will get a new document based on the template. Once you have a good template, why re-invent it? You have your letterhead set up the way you want see Letterhead System , why not use that template as a base for your form letter. Probably the best way to do this is to open the template as if to edit it and then save it under a different name before you change anything.
Doing this Save As If you change the definition of a style in your new template, that style should continue to be applied to paragraphs that serve the same purpose in the new template as paragraphs using the style of the same name serve in other documents. If the style will serve a different purpose in the new template, it should have a different name, and perhaps be based on an existing style from the old template. Doing things this way makes it much easier to copy text between documents based on different templates.
That leads us into a discussion of The reasons for using styles in a template are the same as those for using them in your documents - in Spades : Consistency — When you use styles to format your templates, documents having the same function will have a similar, familiar appearance and be easier for the reader to understand.
Each section is formatted the same and therefore, provides a professional, clean-looking document. Easier to Modify — If you use styles in your template consistently, you only need to update a given style once if you want to change the characteristics of all text formatted in that style. Efficiency — You can create a style once, and then apply it to any section in the documents based upon the template without having to format each document individually.
You can change a style in a template and update the styles in the attached documents easily. Table of Contents — Styles can be used to generate a table of contents quickly. Faster Navigation — Using styles lets you quickly move to different sections in a document using the Document Map feature and the vertical scrollbar's tips. Working in Outline View — Styles allow you to outline and organize your document's main topics with ease.
Legal Outline Numbering — Numbering, when linked to styles, allows you to generate and update consistent outline numbering in legal documents, even ones with complicated numbering schemes like municipal law, tax law, and mergers and acquisitions documents.
Failure to use numbering linked to styles is one of the easiest ways to really mess up a Word document. This applies to templates even more! Efficiency of Word — Files which are predominantly manually formatted are less efficient than those which have formatting that has been imposed by styles: manually formatted files, such a converted documents which have been File, Opened, are bloated in file size bytes and do not render to the screen efficiently when you scroll through them.
This is because Word is a styles-based application : it first reads the attributes of the underlying style, then has to broadcast anything contrary e.
As such, a lengthy document that has been predominantly manually formatted, will behave sluggishly because Word has to work harder at managing it. Additionally, the print formatting processes are equally labored as opposed to using styles. Each paragraph mark in Word will carry up to thirty different formatting commands for the screen and printer. These can all be replaced by one style setting.
Bottom line — Use of any direct formatting in a document template is a very bad idea. It will cause users of your templates and, if there is any justice in the world, you uncounted headaches.
For more on Styles , see that tutorial. Note In Word , styles are listed in alphabetical order. In Word 97 styles listed in the drop-down list are not displayed in alphabetical order. Word 97 lists styles in the following order in the Style Box list: Heading styles Normal style User-defined styles in alphabetical order Body Text styles List styles All other styles listed alphabetically. Warning I do not recommend selecting the Automatically update the style box especially in a legal environment where multiple users work on the same document.
This feature will update the style each time you make a formatting change in a paragraph that has a style attached. In How to Create a Template - 2 , John McGhie lays down the law using styles in templates, so well that it bears repeating:. You can copy styles and macros, AutoText, and toolbars between documents or templates. One of the most effective ways to do this is through the Organizer. Not so in the Ribbon versions. Manage Styles is found at the bottom of the Styles Pane.
The Document Template dialog can be reached through the button on the Developer Tab. This can get difficult, though, especially with toolbars. Note If a style name that you are copying already exists, you are asked if you want to replace it. I have found it best when copying styles using the organizer to copy them three times if any of the styles is based on other styles or is followed by other styles.
I'm not sure why this makes a difference, but I've found that clicking on that copy button three times means that these relationships continue in the destination template. I know that when I copy them only once, they do not and the styles are then followed by the Normal style. This is not as simple, because Word has no method built-in for doing it. I do it by using a global template developed by Chris Woodman.
His website has been down for a number of years, but you can download this for free from:. Once you have placed the global template to have it work as a global , you have will have an additional command under Tools that says Organize keyboard.
It works like the organizer. This global also adds a command under the Edit menu that lets you use document variables like document properties. I recommend that you open this template and read it.
Then, while in the template, right click on your toolbars and un-check "Shortcuts. You may also want to remove the document variables command that is now under your File menu. To do this Look for it on the same page. The following do not stay in the document but rather depend on the attachment to the template:. A document will always be divorced from its template when it is sent to someone else by email. It may attach to a template of the same name on the recipient's computer, this is a matter of happenstance.
If you have the option set in a document to update styles automatically from the template, the styles in your document may change to match an unknown set of styles on the recipient's computer. See What happens when I send my document to someone else?
Macros get into templates or documents by being recorded or by using the VBA editor or being put there by another macro. Because of the warning that pops up when Word detects macros, many Word users are very leery of them. This is unfortunate because they are one of the best tools available for getting Word to work the way you want it to work.
It is all a matter of trust though. A bowl of soup can be very tasty and provide needed nourishment. It can also contain poison or a disease. For this reason, I recommend that the macro virus security be set at least at medium in all versions of Word that have such security Word 97 and later.
This area is a draft and very much a work in progress. For most users this is something they never need to know or worry about. It is likely to end up in a separate chapter. This is pretty much everything I know or think I know about Auto macros and hasn't all been tested. It is also covered in many other books and isn't specific to law office use. There are a class of macros that can be put into a template or document that run without any notice to the user and without being called by a toolbar or button.
These are known as "auto" macros and include:. The AutoOpen Macro runs when an existing document or template is opened not when a new document is created. If you put an AutoOpen macro in Normal. It will also run anytime you open Normal. If you put an AutoOpen macro in a template, it will run anytime a document based on the template is opened so long as the template remains attached. It will also run anytime the template is opened. It will run instead of any AutoOpen macro in Normal.
If you put an AutoOpen macro in a global template, it will run only when the template is opened. You can run a global macro upon the opening of any document by placing the following macro in that document's template:. You can also run a macro in a global template upon opening any document by using the document open event. AutoClose macros work the same as AutoOpen macros except that they run when a document or template is closed.
AutoExec macros are for use only in Normal. The will run anytime the template containing the macro is loaded. For Normal. For other global templates it is when the template is loaded as an Add-In.
AutoExec macros can be in Normal. Normally when you have macros with the same name in multiple active places, only the macro closest to the document runs.
The following is an example of an AutoExec macro that disables the web toolbar. AutoExit macros work like AutoExec macros except that they run when the template is unloaded. For globals it means when Word is closed or when the global is unloaded using Templates and Add-Ins. AutoNew macros have no use in documents or global templates, only in document templates and in Normal. An AutoNew macro in Normal. An AutoNew macro in a document template will run whenever a document is created based on the template.
If there are AutoNew macros in both Normal. Note that you have to write this macro in the VBA Editor, you can't just record it. If you want to record a macro to test, you could record a macro that types some text, pauses, and then deletes that text. Here is a macro to backup your Normal. Backup Normal Template Macro. See also: How to assign a Word command or macro to a toolbar or menu by Dave Rado.
See also: Running a macro automatically when a document is created, opened or closed by Dave Rado. Much more to write here. This will probably end up in a separate chapter on macros. I should also include the vba code to locate the User Templates folder and the Workgroup Templates folder.
This is definitely a work in progress. I have posted it and placed it in the table of contents because I think that it is finished enough to be more help than harm. I work on it and the other chapters listed below in my spare time as the mood strikes me. Please let me know of any errors you spot or any suggestions you have to make it more useful.
Thank you. You can reach me by e-mail. Other very rough chapters in development but not listed in the table of contents are:. Please do not copy this without express permission.
Portions of this primarily the portion on styles were copied almost verbatim from the chapter on Understanding Styles. That text is subject to copyright of Microsoft and the individual authors and is copied with permission.
Copyright , , Charles Kyle Kenyon See information about copy permission. A note about link exchanges. This site does not participate in link exchanges to build web presence. If you have a link that you think would be of use to people reading this page, please send it to the webmaster with the url of the page where you think it should appear and it will be considered. Your placing a link to this site will not affect the decision on whether to add your link, though.
Last updated Thursday 14 October Basic Formatting. Understanding Styles. Sections - Headers and Footers. Complex Legal Documents. Distinguish between a "template" and an ordinary document. Find the location of templates your Word installation uses:. User Templates and the Normal template. Workgroup Templates.
Startup Add-In Templates. Get the classic new templates dialog in Word or Set up and use Workgroup Templates. Templates Listing - Web Resources.
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