Microsoft KB Archive/142326

= Works: How to Create a Custom Template =

Article ID: 142326

Article Last Modified on 1/19/2007

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APPLIES TO


 * Microsoft Works 7.0
 * Microsoft Works 6.0
 * Microsoft Works 2000 Standard Edition
 * Microsoft Works 4.0 Standard Edition
 * Microsoft Works 4.0a
 * Microsoft Works 4.5 Standard Edition
 * Microsoft Works 4.5a

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This article was previously published under Q142326



SUMMARY
A template is a document that has pre-defined settings, such as margin settings or default text. For example, if you want to write letters by using a certain letterhead, you can design that letterhead and save it as a template. Whenever you open that template, the letterhead is ready, and then you only have to add the body text of the letter.

For each of the Works modules, you can create multiple templates, and then set one template as a default template for each module.



Create a Template

 * 1) Create a new document in the Works module where you want to make the template.
 * 2) Add any text, graphics, and settings (for example, fonts or margins) that you want in the template.
 * 3) On the File menu, click Save As.
 * 4) In the Save As dialog box, click Template.
 * 5) Enter a name for the template, and then click OK.

NOTE: If you enter the name of an existing template, Works asks if you want to replace the existing template. If this is your intention, click OK. Works then overwrites the existing template.
 * 1) To set this template as a default for documents in this module, select the Use This Template For New Documents option.

Open a Template

 * 1) On the File menu, click New.
 * 2) Click Tasks, click Personal Templates, and then click the template that you want to open.

Remove a Default Template

 * 1) Create a new document of the same type as the default template. For example, if you have a default word processor template that you want to remove, create a new word processing document.
 * 2) On the File menu, click Save As.
 * 3) In the Save As dialog box, click Template.
 * 4) Click Defaults.
 * 5) In Works 4.x click Clear or Clear All. Clear removes the default template for the current module; Clear All removes any default template in all modules. In Works 2000, Works 6 or Works 7.0, click Reset.
 * 6) In Works 4.x click Cancel. In Works 2000, Works 6 or Works 7.0, click OK.

In Works 4.x you can delete a custom template the same way you delete any file you create. The default folder for custom templates is Msworks\Template. If you delete a Works 4.x custom template, it is not shown on the User Defined Templates list of the TaskWizards tab of the Task Launcher the next time you start Works 4.x.

NOTE: If you delete a template that you have specified as a default template, you receive the following error message the next time you try to create a file of that type:

User-defined template :\Msworks\Template\ for this works tool not found. Press OK to clear this dialog and create a new file.

When you click OK, you create a new, blank document. The entry for the custom template is removed from the list.

In Works 2000, Works 6 or Works 7.0, the default folder for custom templates is:

C:\Program Files\Microsoft Works\Template

NOTE: If you delete a Works 2000, Works 6 or Works 7.0 custom template that is specified as the default template, Works 2000, Works 6 or Works 7.0 Word Processor automatically resets the original default template, Normal.wpt. If the Normal.wpt template is missing, the Works Word Processor creates a new template automatically.

