Create a template

If you frequently create a certain type of document, such as a monthly report, a sales forecast, or a presentation with a company logo, save it as a template so you can use that as your starting point instead of recreating the file from scratch each time you need it. Start with a document that you already created, a document you downloaded, or a new template you customized.

Save a template

  1. To save a file as a template, click File > Save As.

  2. Double-click Computer or, in Office 2016 programs, double-click This PC.

    The Save As window, showing the list of places where you can save a document

  3. Type a name for your template in the File name box.

  4. For a basic template, click the template item in the Save as type list. In Word for example, click Word Template.

    Save document as a template

    If your document contains macros, click Word Macro-Enabled Template.

    Office automatically goes to the Custom Office Templates folder.

  5. Click Save.

Tip:  To change where your application automatically saves your templates, click File > Options > Save and type the folder and path you want to use in the Default personal templates location box. Any new templates you save will be stored in that folder, and when you click File > New > Personal, you'll see the templates in that folder.

Edit your template

To update your template, open the file, make the changes you want, and then save the template.

  1. Click File > Open.

  2. Double-click Computer or This PC.

  3. Browse to the Custom Office Templates folder that’s under My Documents.

  4. Click your template, and click Open.

  5. Make the changes you want, then save and close the template.

Use your template to make a new document

To start a new file based on your template, click File > New > Personal, and click your template.

Link to personal templates

Use your templates from earlier versions of Office

If you made templates in an earlier version of Office, you can still use them in Office 2013 and 2016. The first step is to move them into the Custom Office Templates folder so your application can find them. To move your templates quickly, use the Fix it tool.

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