How to Copy a Template in Word: A Step-by-Step Guide

Copying a template in Word is a quick and easy process that can save you time and help maintain consistency in your documents. Simply open the template you want to copy, save it as a new document, and then edit it as needed. In just a few clicks, you’ll have a new document that’s ready to go!

Step by Step Tutorial: How to Copy a Template in Word

Before we dive into the steps, it’s important to understand that copying a template in Word allows you to start a new document with the same formatting and content as the original template. This is especially useful for creating multiple documents with a consistent look and feel.

Step 1: Open the template

Open the Word template you wish to copy.

Once you’ve found the template you want to use, simply double-click on it to open it in Word. If it’s a template you’ve used before, it might show up in the "Recent" section when you first open Word.

Step 2: Save as a new document

Go to File > Save As and choose a location to save the new document.

When you use the ‘Save As’ function, you’re creating a new copy of the template. Make sure you give it a unique name so you don’t get it mixed up with the original template.

Step 3: Edit the new document

Make any necessary changes to the new document.

Now that you’ve saved the template as a new document, you can edit it however you like. Add or remove text, change the formatting, or insert images to customize it for your needs.

After you’ve completed these steps, you’ll have a brand new document that’s ready to use. Any changes you make will not affect the original template, so you can use it again in the future.

Tips: How to Copy a Template in Word

• Always remember to save the template as a new document to avoid overwriting the original.
• If you’re using a template from the Word library, make sure to check the licensing to ensure you’re allowed to use it for your intended purpose.
• Customize the template to fit your brand or personal style by changing the font, colors, and adding your logo.
• Consider saving your customized template for future use, especially if you create documents with the same formatting often.
• Keep your templates organized in a specific folder on your computer for easy access.

Frequently Asked Questions

Can I create my own template to use in Word?

Yes, you can create your own template by setting up a document with the formatting you want, and then saving it as a Word Template (*.dotx) file.

How do I share a template with someone else?

To share a template, simply save it as a Word Template file and send it to the other person via email or file sharing service. They can then save it to their templates folder.

What’s the difference between a template and a document in Word?

A template is a pre-formatted file that serves as a starting point for a new document, while a document is a file that contains your specific content and is meant for editing and finalizing.

Can I lock parts of the template so they can’t be edited?

Yes, you can restrict editing on parts of a Word document by using the Restrict Editing function under the Review tab.

Where can I find templates in Word?

Word has a built-in library of templates that you can access by going to File > New and then browsing through the available options.

Summary

1. Open the Word template you want to copy.
2. Save the template as a new document.
3. Edit the new document as needed.

Conclusion

Copying a template in Word is a straightforward task that can streamline your workflow and ensure consistency across your documents. Whether you’re creating business reports, personal letters, or any other type of document, templates are a great starting point. Remember, the key to successfully using templates is to save them as new documents to preserve the original. Experiment with different templates, customize them to fit your needs, and don’t forget to save your favorites for future use. With these tips in mind and a bit of practice, you’ll be a template-copying pro in no time! Happy templating!