How to Use Document Templates in Microsoft Word

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This wikiHow teaches you how to select or create a template in Microsoft Word for Windows and Mac. Templates are pre-formatted documents designed for specific purposes, such as invoices, calendars, or résumés.

Method 1
Method 1 of 6:

Selecting a Template on Windows

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  1. Double-click the Word icon, which resembles a white "W" on a dark-blue background.
  2. Scroll through the Microsoft Word home page to find a template you like, or type word into the search bar at the top of the page to search for matching templates.
    • For example, if you wanted to find budget-related templates, you would type "budget" into the search bar.
    • You must be connected to the Internet in order to search for templates.
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  3. Click a template that you want to use. This will open it in a window where you can take a closer look at the template.
  4. It's to the right of the template preview. Doing so opens the template in a new Word document.
  5. Most templates have sample text; you can replace this text by deleting it and typing in your own.
    • You can also edit most templates' formatting (e.g., font, color, and text size) without ruining the template itself.
  6. Click File in the upper-left side of the page, click Save As , double-click a save location, enter your document's name, and click Save .
    • You can re-open this document by going to the folder where you saved it and double-clicking it.
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Method 2
Method 2 of 6:

Selecting a Template on Mac

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  1. Double-click the Word icon, which resembles a white "W" on a dark-blue background. Depending on your Word settings, this will either open a new document or bring up the Word home page.
    • If the Word home page opens, skip to the "search for a template" step.
  2. It's a menu item in the top-left side of the screen. A drop-down menu will appear.
  3. You'll find this option near the top of the File drop-down menu. Clicking it opens the template gallery.
  4. Scroll through the available templates to see pre-set options, or type a search term into the search bar in the top-right side of the page.
    • For example, to find invoice-related templates, you might type "invoice" into the search bar.
    • You must be connected to the Internet in order to search for templates.
  5. Click a template to open a preview window with the template displayed.
  6. It's in the preview window. This will open the template as a new document.
  7. Most templates have sample text; you can replace this text by deleting it and typing in your own.
    • You can also edit most templates' formatting (e.g., font, color, and text size) without ruining the template itself.
  8. Click the File menu item, click Save As , enter a name for your document, and click Save .
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Method 3
Method 3 of 6:

Applying a Template to an Existing Document on Windows

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  1. Double-click the document to which you want to apply your template.
    • This will only work for recently-opened templates. If you haven't recently opened the template you want to use, open the template and then close it before continuing.
  2. It's in the upper-left side of the page.
  3. You'll find this in the bottom-left side of the "File" page.
  4. It's on the left side of the Options window.
  5. This box is at the bottom of the Add-Ins page. A drop-down menu will appear.
  6. It's near the middle of the drop-down menu.
  7. This button is to the right of the "Manage" drop-down box.
  8. It's in the upper-right side of the page.
  9. Click a template that you want to use.
  10. It's at the bottom of the Template window. This will open your template.
  11. You'll find this box below the template's name near the top of the page.
  12. It's at the bottom of the window. Doing so will apply your template's formatting to the document.
  13. Click File in the upper-left side of the page, click Save As , double-click a save location, enter your document's name, and click Save .
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Method 4
Method 4 of 6:

Applying a Template to an Existing Document on Mac

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  1. Double-click the document you want to open.
    • This will only work for recently-opened templates. If you haven't recently opened the template you want to use, open the template and then close it before continuing.
  2. This menu item is on the left side of the Mac's menu bar. Clicking it prompts a drop-down menu.
    • If you don't see Tools , click your Microsoft Word window to make it appear.
  3. It's an option near the bottom of the drop-down menu. Doing so opens a window.
  4. You'll find this in the Templates & Add-Ins window.
  5. Click a template that you want to apply to your document.
  6. Doing so will apply the template's formatting to your document.
  7. Click the File menu item, click Save As , enter a name for your document, and click Save .
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Method 5
Method 5 of 6:

Creating a Template on Windows

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  1. Double-click the Word icon, which resembles a white "W" on a dark-blue background.
    • If you want to create a template from an existing document, double-click the document itself and skip to the "edit your document" step.
  2. It's in the upper-left side of the Word window.
  3. Any formatting changes you make (e.g., spacing, text size, font) will be parts of your template.
    • If you're creating a template from an existing document, you might not need to edit anything.
  4. It's a tab in the upper-left side of the page.
  5. This option is near the top of the File pop-out window.
  6. Double-click a save folder or location here to set it as the template's storage spot.
  7. Type in the name you want to use for your template.
  8. It's below the file name text box. A drop-down menu will appear.
  9. This option is near the top of the drop-down menu.
    • You can also click Word Macro-Enabled Template here if you put macros in your document.
  10. It's in the bottom-right side of the window. Doing so saves your template.
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Method 6
Method 6 of 6:

Creating a Template on Mac

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  1. Double-click the Word icon, which resembles a white "W" on a dark-blue background.
    • If you want to create a template from an existing document, double-click the document itself and skip to the "edit your document" step.
  2. It's in the upper-left side of the home page.
    • If there isn't a home page, click the File tab and then click New from Template first.
  3. It's a white box. This will create a new Word document.
  4. Any formatting changes you make (e.g., spacing, text size, font) will be parts of your template.
    • If you're creating a template from an existing document, you might not need to edit anything.
  5. It's a menu item in the top-left side of the page.
  6. You'll see this option in the File drop-down menu.
  7. Type in the name you want to use for your template.
  8. It's near the bottom of the window. A drop-down menu will appear.
  9. This option is in the drop-down menu, and has the ".dotx" extension next to it.
    • You can also select Microsoft Word Macro-Enabled template if you put macros in your document.
  10. It's the blue button at the bottom of the window. Doing so will save your template.
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Community Q&A

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  • Question
    How do I save an edited template as a default template in Word?
    Community Answer
    You can open HTML window in editor and you can place your code there. It will work if your editor has an edit HTML option.
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  • Question
    How can I use a template in Outlook?
    Community Answer
    Prepare your template and save it as .oft (Outlook template). Next time you need it, go to the Home tab and select New Items / More Items / Choose Form / Look in: User Templates in File System and select your template.
    Thanks! We're glad this was helpful.
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  • Question
    How do I add lines inside the text box?
    Community Answer
    Draw them using the line tool in the box. On updated computers, go to insert>illustrations>shapes. On non-updated computers, go to insert>shape. You can also underline text by highlighting it, then going to home>underline text.
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