Working with Templates in Word 2007

In this section:

Adding and Attaching Templates in Word 2007

Accessing Template Toolbars in Word 2007

Word 2007 Tips to Help with Styling Documents

Adding and Attaching Templates in Word 2007

The steps listed in this document work with either of PTG's templates currently in use: Proftemplate_61104.dot and PTG_IndyNovember05.dot.

Place your templates in the following location (on your C: drive or main hard drive):

• For Windows XP: Documents and Settings/username/Application Data/Microsoft/Templates
• For Windows Vista: Users/username/AppData/Roaming/Microsoft/Templates

Windows hides some of these folders by default. If you can't see one of the folders listed, follow these steps:

1. From your current Windows Explorer window, choose Tools > Folder Options.
2. Click the View tab.
3. In the Advanced Settings pane, select the radio button next to Show Hidden Files and Folders.
4. Click OK.

In order to add or attach templates, you need access to the Developer tab in the ribbon. If it does not appear, follow these steps:

1. In Word 2007, choose Office (the office symbol in the top-left corner) > Word Options.
2. Click Popular.
3. Click Show Developer Tab in the Ribbon.
4. Click OK.

This gives you access to the Templates and Add-Ins dialog. It's similar to the one in Word 2003. To add a template, follow these steps:

1. In Word 2007, click the Developer tab.
2. Click Document Template. The Templates and Add-Ins dialog appears.
3. Click Add. If you placed it in the location indicated previously, your template should appear in the default folder that opens.
4. Double-click the template you wish to add (for example, Proftemplate_61104). It should now appear in the Global Templates and Add-ins pane with a check mark next to it.
5. Click OK.

To open a new document from a template, follow these steps:

1. In Word 2007, choose Office (the office symbol in the top-left corner) > New. The New Document dialog appears.
2. In the Templates pane, click My Templates. The New dialog appears. If you placed the template in the location indicated previously, your template should appear in this dialog.
3. Double-click the desired template (for example, Proftemplate_61104).
4. Make sure the desired template (for example, Proftemplate_61104) is checked in the Global Templates and Add-ins pane.
5. Click OK.

To attach a template to an existing document, follow these steps:

1. Open your existing Word document.
2. Click the Developer tab.
3. Click Document Template. The Templates and Add-Ins dialog appears.
4. Click Attach. If you placed it in the location indicated previously, your template should appear in the default folder that opens.
5. Double-click the template you wish to add (for example, Proftemplate_61104).
6. Make sure Automatically Update Document Styles is checked.
7. Make sure the desired template (for example, Proftemplate_61104) is checked in the Global Templates and Add-ins pane.
8. Click OK.

Accessing Template Toolbars in Word 2007

The previous instructions ensure that the template is properly added to Word and attached to your document. Once they are completed, the following steps will enable you to access the template toolbars:

1. Make sure your template is added, attached, and checked in the Global Templates and Add-ins pane, per the previous instructions.
   
   A new tab called Add-Ins should appear in the Ribbon, all the way to the right.
2. Click the Add-Ins tab.
3. The template toolbar appears. It is fully functional.
4. To apply a paragraph style from the toolbar, place your cursor in the paragraph you wish to style and choose the style from the appropriate menu.
   
   For example, if you want to style a heading HC, choose Heading Styles > HC 1st level head. If you wish to apply a character style, you must select the text you wish to style then choose from the Character Style menu on the toolbar.
   
   See the standard authoring documentation for a description of the styles and detailed styling instructions.

Word 2007 Tips to Help with Styling Documents

You can configure Word 2007 to show you more styling information by default, much as Word 2003 did. Users accustomed to Word 2003 will find these tips particularly helpful.

To display Style box in your Quick Access Toolbar, follow these steps:

1. Click the downward pointing arrow to the right of the Quick Access Toolbar (which is in the top-left corner of the screen).
2. Choose More Commands. The Word Options dialog opens.
3. In the left pane, scroll down and select Style (not Styles).
4. Click Add, and click OK.
5. A box appears that shows the style of whatever text you have selected. You can also change a paragraph style by typing its name in this box. It functions exactly like using the toolbar, except you must know the name of the style you want to use and type it in the Style box.
   
   For example, if you want to change the style of a paragraph to FT, place your cursor anywhere in that paragraph, then double-click in the Style box and type FT. Hit Enter, and the paragraph style changes to FT.

To see nonprinting characters on screen, follow these steps:

1. Click the Office button (in the very top-left corner), and click Word Options (bottom right).
2. Click the Display tab.
3. Under Always Show These Formatting Marks Onscreen, check Show All Formatting Marks (or select only the ones you want to see).
4. Click OK.