Tuesday, September 13, 2011

Setting Up a Book Template Part 12

Well, if you've stuck with me this long, you have a 30 page document that you saved as a template. Your next task is going to be finding the template and opening it up. When you complete this task, it is important that you understand that what you are opening is a copy of the template and not the template itself.

The distinction is an important one. When you open a copy, you can open more than one copy. Therefore, you can use one copy of the template to start one book and another copy of the template to start another book. When you do something dastardly to the one of your books...and you will...I have too...you can always open another copy of your template and create another book. The point is at all times you are working in a copy.

OK, so how do you get to that magical copy.

Word 2003
  1. Click File, and then New. The New Documents pane appears on the right side of your screen.
  2. Click On my computer... The Templates dialog appears.
  3. Click Genealogy Book. A copy of the Genealogy Book you created appears on your screen.  
  4. Next, you will execute the template. 
Word 2007
When I had you save your template in the last post, I gave you the barest of instructions. In this post, I'm going to give you some more specific instructions.
  1. Open Genealogy Book, and then select File, Save As
  2. Click Trusted Templates
  3. Check your File name and Save as type (Word Template (*.dotx).
  4. Click Save
To find your template:
  1. Click File, and then New. The New Documents pane appears.
  2. Click My templates... The New dialog appears.
  3. Click Genealogy Book. A copy of the Genealogy Book you created appears on your screen.  
  4. Next, you will execute the template. 

Word 2010
When I had you save your template in the last post, I gave you the barest of instructions. In this post, I'm going to give you some more specific instructions.

  1. Open Genealogy Book, and then select FileSave As
  2. Click Templates
  3. Check your File name and Save as type (Word Template (*.dotx).
  4. Click Save
To find your template:


  1. Click File, and then New. The Available Templates pane appears.
  2. Click My templates... The New dialog appears.
  3. Click Genealogy Book. A copy of the Genealogy Book you created appears on your screen.  
  4. Next, you will execute the template. 

Create New Options
If you look at the dialog that includes your template, you always see the options Document and Template.

  • Document is selected by default because Word assumes you want to it to create a copy of your template--a document--that you can execute. 
  • Template is the option you select if you want to edit the actual template. 
Next post will be about executing the template. You're finally ready to start writing a book, using a template you created!


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