Using a Template

Templates for Microsoft Word let you create documents quickly. Use Word templates to also ensure a consistent design throughout.

Entering information into a template

To insert text into a template:

Templates include placeholder text that is surrounded by brackets. To personalize your document, you'll need to replace the placeholder text with your own text.

Some templates simply use regular text as the placeholder text, rather than the traditional placeholder text with brackets. In these cases, delete the text and type in your own text.

  1. Click the text you want to replace. The text will appear highlighted, and a template tag will appear.
    Inserting text into a template Inserting text into a template
  2. Enter some text. It will replace the placeholder text.

For some fields, there's a drop-down arrow you can use to select information rather than type it. For example, a date field will show a calendar so you can choose the date more easily.

Selecting a date for a date field Selecting a date for a date field

To change prefilled information:

In some templates, your name or initials will be automatically added. This is known as prefilled information. If your name or initials are incorrect, you'll need to change them in Word Options.

  1. Click the File tab to go to Backstage view.
  2. Click the Options button. The Word Options dialog box appears.
  3. Enter the user name and/or initials in the General section, then click OK.
    User name and initials User name and initials

If you are using a public computer, such as one at a library, you may not want to change these settings.