So you can create and use your office models for Word, Excel and PowerPoint

Office models with an headed paper, invoices, good, questionnaires and differently can be created in Microsoft Office as models if you observe the position and file format. In the following suggestion we explain how to proceed.

1. These advantages offer models

Vieel users use existing documents as models by opening the document and therefore changing again with a different name. This type of use of the model is conceivable in individual cases for the occasional «recycling» of recurring documents, for example a curriculum for application or resolution, but this type of use of the model is not problematic:

• The existing documents can be made by changing and saving with the same name involuntarily overwritten
• In the existing document Contentthat are not suitable for the new purpose, for example the greeting or date in the event of a question, neglected and not adapted for the new purpose.

If you need documents in Word, Excel or PowerPoint more often with the same content, we therefore recommend creating correct office models.

2. So you can create models of personal offices

In order for a document to be suitable as a model, it is necessary Regulates only the content as such. For word, for example, you should Fields such as greeting, the subject and other fields in an headed paper or their own account in Excel with Provide form fields. Word, Excel and PowerPoint offer the appropriate functions if previously adapted in the options under the menu capacity » Activate «developers tools».

In the Office Apps you will find a new item «developing tools» in the tape and you can incorporate text fields, control boxes and even selection menu in existing or empty documents.

With these tools it is possible to create individual models such as vouchers, invoices, cover sheets or headed paper, which you just have to fill with content later. You can too Edit existing models or free office models for download from the Internet And it adapts your desires.

2.1. Always the right creation date

If incorporates only the current date in a model, the date will update again and again. So use better in inserts -> quick blocks -> Insert the «Created» field function

The «Created» field function guarantees that the date of creation of the new document is used in the document and remains, even if it has opened the document later and the current date is not used.

You can find other suggestions on creating Office for Word models in our suggestion «Create, edit and save the Word model».

Models of letters according to the DIN standard: Instructions on how the optimal headed paper such as stationery should be designed according to the DIN standard, you will return to the article again, write … models of letters and valid DIN standards.

For PowerPoint it is possible to create a master of films that acts as a model for new presentations. For Excel models you will find a tutorial in the following video:

https://www.youtube.com/watch?v=xhoryipi5kk

2.2. Save documents as a model

The decisive step in all office programs is then Document archiving as an office model. As a type of file, you need to select the Word (*.Dotx), Excel Model (*.XLTX) or the PowerPoint model (*.pptx) model. The «t» stands for template = template.

2.3. Have the individual labels created as office models

Word offers their management of labels. You will find label models in the ribbon in programs -> labels.

If you click in the «label» field, you have a selection of many label models, divided into the manufacturer and in the label number.

If you click on «new label», you can set the details of the label such as the name, the edges, the number of lines and the columns for sheet, etc.

With a click on «OK», the new label is listed as a model in «others/defined by the user» and can therefore be used as a layout model in the future.

New documents based on labels It can be modified (e.g. logo, bar code, text …) and in turn as office models, as under point 2.2. described, saved and reused.

3. Having new documents created based on office models

If in the future you By clicking on a new model twice, a new document is created based on the model and does not open the model itself. This has the advantage for you that the original model is not changed or that the content is overwritten.

If you, on the other hand, You want to change the model, you need to call the «Edit» function using the context menu. This means that no new document is opened on the basis of the model, but the model itself for the modification.

3.1. Selection of models during the creation of new documents

All Microsoft Office programs offer a selection of models for many different purposes. These are always displayed first with files -> first.

So that your office models appear here, It is necessary to change the standard storage position for personal models in the office options in the «Save» section or save the models there.

Office will therefore show you your models in «new» under «personal».

You can The frequently used models are also displayed directly below «new»Click on the PIN on the right edge.

This shows the model on the entrance side directly on «New».

If you go to I want to do without the models from Microsoft Instead, use only personal models, you can immediately view personal models in office with a change in the register.

4. Libreoffice and personal models

The free bookoffice also uses its format for models, for example *. Text document ODF Worges.

In order for your models to the bookoffice, these must be saved in the folder for documents of documents and the path to the documents of documents (models) must be modified. You can find both below extras -> Options -> routes.

(51 votes, media: 4.70 out of 5)

Loading …