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Word Templates & Collaboration: forms and review

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What you'll be able to do
  • Save a document as a Word template and start new documents from it.
  • Design a template with styles, placeholder text and locked content controls.
  • Build a fillable form with text boxes, drop-down lists, date pickers and check boxes.
  • Protect a form or document so people can only change the parts you allow.
  • Give and answer feedback with comments, @mentions and resolved threads.
  • Use Track Changes, accept or reject edits, compare two versions, work with others at the same time and bring back an older version.
Words in this course 32Open the Vocabulary Hall
01

Templates: build once, reuse forever

In simple words

Before this course: Word for Long Documents (course 13.1.2). A template is like a cookie cutter. You make the shape once, and every cookie comes out the same. When you open a template, Word gives you a fresh copy, so the cutter itself never gets messy.

Key facts
  • A normal Word document is a .docx file. A Word template is a .dotx file. A template that contains macros is a .dotm file.
  • Save as a template (Windows): File > Save As, choose a place (for example This PC), type a name, and in Save as type choose Word Template. Choose Word Macro-Enabled Template only if the file has macros. Select Save.
  • Save as a template (Mac): File > Save as Template, type a name, and next to File Format choose Microsoft Word template (.dotx).
  • Where it goes: on Windows, Office saves templates in the Custom Office Templates folder in Documents by default.
  • Start a new document from it: Windows: File > New > Personal (some versions say Custom), then pick your template. Mac: File > New from Template.
  • Change the template itself: Windows: File > Open, browse to the Custom Office Templates folder, open the template, make changes, save and close.
  • Good uses: letters, reports, meeting minutes, lab reports, invoices, forms, anything you make again and again.
  • Menu names can differ by version.
Step by step
  1. Open the report you built in course 13.1.2, or any document with your styles, header and footer set up.
  2. Delete the parts that change each time (the body text) and keep the parts that stay (title layout, headings, header, footer).
  3. Go to File > Save As, choose This PC, and name it "My Report Template".
  4. In Save as type, choose Word Template. Select Save.
  5. Close the file.
  6. Go to File > New > Personal (or Custom) and click your template.
  7. Check: the new file opens as "Document1" (not your template's name), so your template stays clean.
Watch on YouTube
Inside Word templates: build your own from scratchSimon Sez IT · YouTube · youtube.com

Videos by other creators on YouTube, for reference. They are not made by or affiliated with The Future Market.

LESSON 01Templates: build once, reuse forever
LESSON 01 / ANIMATED LESSON / AI VOICE00:00 / 01:00
Read the video script
[Host] "If you make the same kind of document again and again, stop starting from blank."
[Screen: File > Save As, Save as type: Word Template] "Save it once as a Word Template. The file ends in dot d-o-t-x."
[Screen: File > New > Personal] "Next time, go to File, New, Personal, and pick it."
[Text on screen: Template = cookie cutter] "Word opens a fresh copy. The template stays clean."
[Host] "Build once. Reuse forever."
Try it now

Turn one document you make often (a lab report, a letter, a weekly plan) into a template and create two new documents from it.

ClaudeStuck? Copy a ready-made prompt for Claude

Copy this, open Claude, paste it, and Claude will walk you through the lesson step by step.

For a grown-up: Claude is for adults (18+). Copy this, paste it into Claude, and use the answer to explain the lesson to your child.

I'm learning "Word Templates & Collaboration: forms and review" on The Future Market. Lesson 1: "Templates: build once, reuse forever".

What the lesson teaches:
- A normal Word document is a .docx file. A Word template is a .dotx file. A template that contains macros is a .dotm file.
- Save as a template (Windows): File > Save As, choose a place (for example This PC), type a name, and in Save as type choose Word Template. Choose Word Macro-Enabled Template only if the file has macros. Select Save.
- Save as a template (Mac): File > Save as Template, type a name, and next to File Format choose Microsoft Word template (.dotx).
- Where it goes: on Windows, Office saves templates in the Custom Office Templates folder in Documents by default.
- Start a new document from it: Windows: File > New > Personal (some versions say Custom), then pick your template. Mac: File > New from Template.
- Change the template itself: Windows: File > Open, browse to the Custom Office Templates folder, open the template, make changes, save and close.
- Good uses: letters, reports, meeting minutes, lab reports, invoices, forms, anything you make again and again.

The exercise I'm working on:
Turn one document you make often (a lab report, a letter, a weekly plan) into a template and create two new documents from it.

I'm stuck. Please:
1. Explain the main idea in plain, simple words with one everyday example.
2. Walk me through the exercise one small step at a time. Ask me what I've done so far before giving the next step.
3. Don't just give me the final answer. Help me do it myself, and check my work when I share it.
I'm a parent helping my child (about 8 years old) with a lesson called "Templates: build once, reuse forever" from the course "Word Templates & Collaboration: forms and review".

Here's what the lesson says:
Before this course: Word for Long Documents (course 13.1.2). A template is like a cookie cutter. You make the shape once, and every cookie comes out the same. When you open a template, Word gives you a fresh copy, so the cutter itself never gets messy.

The activity:
Turn one document you make often (a lab report, a letter, a weekly plan) into a template and create two new documents from it.

Please explain this so an 8-year-old understands: short sentences, a fun everyday example, and no hard words.
Then give me 3 simple questions I can ask my child to check they understood, and a way to do the activity together, one tiny step at a time.
Open Claude
Sources
My notes
02

Designing a smart template with content controls

This lesson is part of full access: every course and every level for one payment.

03

Building a fillable form

This lesson is part of full access: every course and every level for one payment.

04

Protecting forms and documents

This lesson is part of full access: every course and every level for one payment.

05

Comments that get things done

This lesson is part of full access: every course and every level for one payment.

06

Track Changes: edit without losing anything

This lesson is part of full access: every course and every level for one payment.

07

Compare, co-author and bring back old versions

This lesson is part of full access: every course and every level for one payment.

++

Final project

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??

Quiz

  1. What file type is a Word template?

  2. Where do you find your own templates on Windows?

  3. How do you show the Developer tab on Windows?

  4. What is the difference between a drop-down list and a combo box?

  5. How do you edit a content control's instruction text?

  6. Which lock lets people type in a box but not delete it?

  7. Which button starts protection in Restrict Editing?

  8. What happens if you forget a protection password?

  9. What is the keyboard shortcut for a new comment on Windows?

  10. Which markup view shows every change in colour?

  11. What does Compare create?

  12. Where must a file be stored to use version history?

EX

Final exam

This lesson is part of full access: every course and every level for one payment.

CE

Certificate

This lesson is part of full access: every course and every level for one payment.