Customized Word Templates

Learning Objectives

  • Create a Word document with customized template.

As Rosamine creates the sales report, the first step she takes is to open the Word application and create a new document using company templates—Rowan Retail Sales Report. She searches for the exact template and selects it by clicking on the image in the Word window.

A Microsoft desktop is displayed with the menu open. There is a green arrow pointing at where to open the menu and another green arrow showing where to access Microsoft Word.A Microsoft Word backstage view is open. A search for a template has been entered as "Rowan Retail Sales Report".

This is what the template for the sales report looks like. It is in newsletter form with two columns because that is the way the GM prefers the report to be formatted.

A Microsoft Word document is open with a sales report displayed. The navigation menu has been opened up to the left of the content.

Rosamine wants to customize this report, so she starts to tweak it before she starts composing.

Customize Template

The first thing Rosamine decides is to change the look and feel of the template. She changes the theme by clicking on the Design Tab then the Themes button on the far upper left. Rosamine picked the Retrospect theme, which changes the text and colors from the golden yellow color to a red/orange theme.

A Microsoft Word document is open with a sales report displayed. There are three green arrows pointing to how to change the theme of the document. The first arrow is pointing at the design tab in the ribbon menu. The second arrow is pointing at the themes dropdown menu. The third is pointing at a specific theme that has been displayed from the dropdown menu.

Next, Rosamine removes the DRAFT watermark from the report.

A Microsoft Word document is open with a sales report displayed. The navigation menu has been opened up to the left of the content. There is a green arrow pointing at the design tab in the ribbon menu. A second green arrow is pointing at the option to watermark the document. A third green arrow points in the direction of where to remove a watermark.

Still in the Design tab, she moves to the upper right buttons and selects the Watermark button.

  1. Design Tab. Variety of possible changes for a document.
  2. Watermark Button. This button inserts or removes a variety of watermarks.
  3. Remove Watermark Button. Rosamine selects this and the DRAFT watermark is removed from her report.