What sort of templates will you be building, now that you know how? Now, the next time I create a new federal court pleading, all I have to do is create a new document (File, New in versions 20 Microsoft Office Button, New in version 2007 and File tab, New in versions 2010 and up), choosing the template I’ve just created so that I start with a basic layout already in place. Versions 2010 and up: Go to the File tab and choose Save As, then proceed as with version 2007.Choose a location for your template, then choose Word Template in the Save As Type box. Version 2007: Click the Microsoft Office Button (the round button in the upper left-hand corner) and choose Save As.In the Save As dialog box, click the arrow next to the Save As Type drop-down and choose Document Template (*.dot). To save a document as a template, here’s how you do it in the various versions of Word: The trick to making a Word document into a template is how you save it.
I’d put in whatever form elements I want to use as “boilerplate.” I could, for example, put in bare bones of a federal court pleading header, my special table-based “footer trick,” and a form Certificate of Service.
Just remember to strip out anything client-specific.) (You can also take a previously-saved document if you’re looking to make a template for, say, a certain type of discovery requests, etc. And I’ll even let you watch over my shoulder while I do it. What’s that? You don’t know how to create a template? You’re in luck. A template will have all the basic elements of your document in it (a signature block, a custom header/footer, whatever you need), saving you repetitive effort every time you create a new document. Ever get tired of creating the same document type, over and over, from scratch? Then don’t.
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