How to create a template in Word 2013

Published by | Tuesday, November 5th, 2013

Create a Word 2013 Template
Document templates in Microsoft Word 2013 are a big time-saver—especially when the documents you’re writing on a day-to-day basis have the same structure and format, like invoices or standard email replies.

A template is something you create once but can use over and over again. Using a Word template will save you time—and eliminate the hassle of starting from scratch each time.

Let’s get started on making a template in Word.

Creating a template
You can create a template with a document you have already started, a document you have already saved, or an entirely new document.

1. To save a document as a template, click File > Save As in the upper-left side of the document workspace.

2. Double-click Computer in the Save As dropdown menu.

Saving a Word Template
3. You’ll be asked to provide a name for your template. It’s good practice to always put the word “template” in all template file names so you can easily search for them.

4. If you want to make a basic template, just choose Word Template from the Save as type dropdown menu:

Saving a Word Template
Note: If your document contains macros (automatic directives that make filling out the document simpler), select Word Macro-Enabled Template.

5. Click Save to save your new template.
Note: We advise changing the default location to which your templates will automatically be saved, so you don’t accidentally mistake them for documents and delete or alter them.

In order to change the default location for your saved templates, click File > Options > Save and type the folder and path you want to use in the Default personal templates location box.

There you go; you just created a Word 2013 template!

If you are using Word 2010, watch our comprehensive course Building Templates in Word with Mariann Siegert.

Looking for more Word tips and tricks? Check out all of the Microsoft Word courses available to members of lynda.com.

Microsoft and Word are registered trademarks of Microsoft Corporation in the United States and/or other countries.

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4 Responses to “How to create a template in Word 2013”

  1. Mark says:

    So simple, yet very useful. Thanks.

  2. Donna says:

    I have a huge Excel spreadsheet with various worksheets and data, I want to merge some of that data into a report using word template. How can I pull simple data like the company infomation into that word report from Excel

  3. cookie says:

    Thank you for your very helpful tips!!!

  4. Jan says:

    Thank you, lynda.com! Clear and concise directions.

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