How to Create Microsoft Word Templates

Make your own Word templates to save time, but plan them out first

Woman Word Processing
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If you frequently create documents that contain the same specialized formatting, but not the same text, automate the process and save yourself a considerable amount of time by creating a template in Word. Examples include invoices, packing slips, and form letters.

Instructions in this article apply to Word 2019, 2016, 2013, 2007, 2003; and Word for Office 365.

What Is a Template?

A Microsoft Word template is a Word document that includes specific formatting, such as boilerplate text, macros, and headers and footers, as well as custom dictionaries, toolbars, and AutoText entries. These elements are there every time you open the template, and cannot be changed even when you change the document text. You can open the template as many times as you like.

Planning a Word Template

Before you create your Word template, create a list of features you want to include in it. The time you spend planning will save you time and hassle later.

Here are some suggestions for what to include:

  • Text that is always included in the document.
  • Formatting like columns, margins, tab stops, endnotes, and footnotes.
  • Macros to automate tasks.
  • A date field that updates automatically each time the template is opened.
  • Address and contact information.
  • Fields or AutoText for information that changes such as the page number, document title, or file path in headers and footers.
  • Placeholder text with specific formatting such as typeface size. Consider using descriptive words such as TITLE or INTRO as placeholders.

Once you have an outline of all your template elements, create the prototype in a blank Word document. Include the elements you listed, and make appropriate adjustments.

Save Your New Template

After you finish creating the prototype for your template, save the document as a template.

For Word 2019, 2016, 2013, and 2010

To save a Word document as a Word template:

  1. Go to File.

  2. Select Save As.

  3. In the Save As dialog box, in the File name text box, type a descriptive template filename.

  4. Select the Save as type dropdown arrow and choose Word Template.

    Microsoft Word Save As dialog box saving a custom template
  5. The file path changes to the default template location. Templates in this folder appear in the Templates dialog box when you create a new document from a template. However, you can choose another folder if you want to.

  6. Select Save.

For Word 2007

To save a Word document as a Word template:

  1. Select the Microsoft Office button.

  2. Choose Save As > Word Template.

  3. In the Save As dialog box, to save the template in the default template folder, under Favorite Links select Templates. This is the recommended folder because templates in this folder appear in the Templates dialog box when you create a new document based on a template. However, you can navigate to another folder if you want to.

  4. In the File name text box, type a descriptive name for the template.

  5. Select Save.

For Word 2003

To save a Word document as a Word template:

  1. Select File > Save As.

  2. In the Save As dialog box, in the File name text box, type a recognizable name for the template.

  3. Select the Save as type dropdown arrow and choose Document Template.

  4. The file path changes to the default template location. This is the recommended folder because the templates in this folder appear in the Templates dialog box when you create a new document based on a template. However, you can navigate to another folder if you want to.

  5. Select Save.

Your document is now saved as a template with the file extension .dot or .dotx and can be used to generate new documents based on it.