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Templates in Word
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Lesson 6
*Microsoft Word 2010
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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*Learning Objectives
1• Understand templates
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• Create a new document from a template
3• Work with template elements
4• Create a custom template
5• Use a custom template
Students will be able to do the following
on completion
of this lesson.
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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*Discussion
When would the use of a template save time and be more productive?
In other literature a “template” may also be referred to as a “boiler plate”. A template should be thought of as a pattern for a series of similar documents.
Some templates are available in Word 2010 and custom templates may be saved in the templates folder.
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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*What is a template?
Templates help the users create Word documents in an effortless and fast method
Read more: http://www.brighthub.com/computing/windows-platform/articles/30893.aspx#ixzz1EylfCuPB
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*Word 2010 provides some built-in templates which can be used to create attractive looking documents, you can also download and install additional templates.
*How are templates used in MS-Word? There are many standardized templates which can be used such as:1. Memos
2. Faxes
3. Letters
4. Newsletters
5. Resume
6. Calendar
7. Job descriptions
8. Invitations and more!http://www.addictivetips.com/windows-tips/microsoft-word-2010-templates/
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* While creating new documents, click File > New and choose your desired template from the available templates which are installed by default with Office 2010.
Take a
look!
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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*Template vs. Document
Word 2010 All-in-One-for-Dummies http://books.google.com/books?id=105JppJWUk4C&pg=PA38&lpg=PA38&dq=what+is+the+difference+in+.dotx+and+.dotm+in+word+2010&source=bl&ots=bJQ1cTsFlJ&sig=gXcG0XOA46F4G0e1P4HwAj8Rlcw&hl=en&ei=-bpnTZXvFJGgtwfxmZzmAw&sa=X&oi=book_result&ct=result&resnum=5&ved=0CDkQ6AEwBA#v=onepage&q&f=false
http://www.techdict.org/
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*.dotx vs. dotm
Word 2010 All-in-One-for-Dummies http://books.google.com/books?id=105JppJWUk4C&pg=PA38&lpg=PA38&dq=what+is+the+difference+in+.dotx+and+.dotm+in+word+2010&source=bl&ots=bJQ1cTsFlJ&sig=gXcG0XOA46F4G0e1P4HwAj8Rlcw&hl=en&ei=-bpnTZXvFJGgtwfxmZzmAw&sa=X&oi=book_result&ct=result&resnum=5&ved=0CDkQ6AEwBA#v=onepage&q&f=false
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* Demo: create a new document from a template
#1: In the File Tab of Word, click New
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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Some “templates” you select may display a box similar to this…this means it has been created by a member of the “community”. A “community
template” icon
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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*Demo: how to download a template from Microsoft Office Online
Select a
category
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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So many
choices
!Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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You can click on the “thumbnail” of the template and review more “details” about the template.
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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Click “download”
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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Read the MS Agreement and click “Accept”
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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Click Download
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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Download message box
Where do you want to save the template?
Give it a filename and NOTICE the “Save astype”
*.dotx
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Here is the “blue sky”
template you downloaded!
Placeholder
text. Delete
the text and
add your own.
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* Describe how placeholders & sample text are used in templates
When you create your template, add placeholders to store the information you’ll replace when you’re creating the actual document. One trick for adding dummy text easily is to use the rand() field. Simply click at the start of a new line and type =rand(). Word inserts a sample of text you can use to fill the space.
Create placeholders not only for text blocks but also for tables, pull quotes, captions, headlines, banners, tables of contents, images, and so on. This will save you time when you begin adding live content to the document down the road.
http://10things.tk/10-ways-to-get-more-mileage-out-of-word-2010-templates-20100930.htmlWord Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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Type =rand() and press ENTER
This is what you
get! Placeholde
rs and sample
textWord Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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* Demonstrate how to enter data into a placeholder and how to use content controls
Click & Type to insert text in a placeholder
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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*Define Content Controls found in templates
Maybe you plan to insert a customer’s name at the start of a newsletter or customize a section of content based on what the customer purchased last month. If your template will include such variable information, you can add content controls to the template as you create it.
A content control is a customizable tool you add to your page that elicits some kind of action from the person using the document. It might ask the reader to choose something from a list; it might offer check boxes or a comments box; or it might display information, such as customer name, product, or address.
To add and work with content controls, you must first display the Developer tab on the Ribbon. Just click the File tab, click Options, click Customize Ribbon, and click Developer in the box on the right (Figure B). Now click OK. The Developer tab is added to your Ribbon. You’ll find the content controls in the Controls group of this tab.
http://10things.tk/10-ways-to-get-more-mileage-out-of-word-2010-templates-20100930.html
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
23Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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Developer Tab
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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* Demonstrate how to use content controls
http://msdn.microsoft.com/en-us/library/bb386200.aspx
If you don’t see the Developer Tab you need to add it by going to File, Options, Customize Ribbon, Developer
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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In the Controls Group, click “Plain Text Content Control” to add this feature to the 1st cell in the 2nd column
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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Your screen should look like this…
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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Next, click the cell next to “Hire Date”. In the Controls group, click the Date Picker button to add a Date Picker to the second cell
Your screen should look like this…
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1.Click the third cell in the second column (next to Title).2.In the Controls group, click the Combo Box button to add a ComboBoxContentControl to the third cell.
1. Click the third cell in the second column (next to Title).
2. In the Controls group, click the Combo Box button to add a Combo Box the third cell.
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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Click the last cell in the second column (next to Picture).
In tne Controls group, click the Picture Content Control button to add a Picture Content to the last cell.
Your screen should
look like this . . .
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Protect Content
Controls!
Use “Word Help”….it is a
valuable resource!
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.c
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*Explain that Word 2010 enables the user to create custom templates
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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*Important questions to answer PRIOR to creating a template:
1. Determine the intended audience
2. Create templates that are easy to use
3. Make sure the template is technically accurate (i.e. correct calculations & functional macros
4. Spell & Grammar checkWord Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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* Demonstrate how to create a template from a new blank document
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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*Explain: saving the template in the default template location will enable the template to be applied after a new document is opened
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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*Explain & Demo: the ability to protect a template from user changes
Go to File, Info, Permissions
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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This shows all your “protect document” options
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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MARK AS FINAL
When a document is marked as final, typing, editing commands, and proofing marks are disabled or turned off and the document becomes read-only. The Mark as Final command helps you communicate that you are sharing a completed version of a document. It also helps prevent reviewers or readers from making inadvertent changes to the document. Information from: Word Help
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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ENCRYPT with PASSWORD
When you select Encrypt with Password, the Encrypt Document dialog appears. In the Password box, type a password. Important: Microsoft cannot retrieve lost or forgotten passwords, so keep a list of your passwords and corresponding file names in a safe place.
Information from: Word HelpWord Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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RESTRICT EDITINGWhen you select Restrict Editing three options appear: Formatting restrictions: this reduces formatting options, preserving a look and feel. Click Settings to select which style are allowed. Editing restrictions: you control how the file can be edited or you can disable editing. Click Exceptions or More users to control those who can edit. Start enforcement – Click Yes, Start Enforcing Protection to select password protection or user authentication. In addition, you can click Restrict permission to add or remove editors who will have restricted permissions
Information from: Word HelpWord Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.
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DIGITAL SIGNATURE
Digital signatures authenticate digital information such as documents, e-mail messages, and macros by using computer cryptography. Digital signatures are created by typing a signature or by using an image of a signature to establish authenticity, integrity, and non-repudiation. See the link at the end of this topic to learn more about digital signatures.
Information from: Word Help
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1.Word Lesson 6, Exercise 12.Word Lesson 6, Project 13.Quia: “MSITA Lesson 6”
• http://www.quia.com/rr/788531.html
Now it is time for you to practice. Please complete the following:
Word Lesson 6 presentation prepared by Michele Smith – North Buncombe High School, Weaverville, NC. Content from Microsoft Office Word 2010 Lesson Plans provided by Microsoft.