Tuesday, July 17, 2012

How to Use Microsoft Office Templates


1. Start a new work book by clicking on the Office icon  at the top right-hand corner.


2.  Select “New” from the drop down menu.
You will see a “New Workbook” screen pop-up from the window.
Microsoft Office New Workbook
Figure 1. New Workbook window

3. In the “New Workbook” screen you will see a list of templates are available.  In the “Templates” section, under “Installed Templates” are listed templates that are already on your computer.  You do not need to be connected to the internet to use these templates.


Microsoft Office Installed Templates
Figure 2. Installed Templates

4. There are also additional templates listed in the “Microsoft Office Online” section available for download.  You will need to be connected to the internet to use templates from this section.  Some of these templates were created by Microsoft and some were created by Microsoft Excel users to share with others.

5. To determine the source of the template, select a template by first selecting a category and then click only once on a template icon.  For example, select “Inventories” category, and then click once on “Home contents inventory list”.  You will see the screen below.

Microsoft Office Online Templates
 Figure 3. Microsoft Office Online templates

On the rightmost column of the “New Workbook” window, you will see the title of the template.  In the figure above, the title is “Home contents inventory list”.  The “Provided by” specifies who created the template.  The “Download size” indicates how large the file is.  Most template file sizes are relatively small (less than 100KB) so you do not need to worry about download time.  The “Rating” is based on user feedback of the template.  A preview image of the template is also shown in this section.

6. A template that was submitted by a User and not created by Microsoft will have a disclaimer from Microsoft in the rightmost column.  See example below.

Microsoft Office Member Submitted Templates
 Figure 4. Member submitted template

7. To download a template, click on the “Download” button. 
Download button
The downloaded template will populate and your document.  You can begin using the template and remove any sample information that may be on the template.


Microsoft Office Downloaded template
Figure 5. Downloaded template


Thank you for using this post.  Please send feedback, questions, recommendations through the comments.  


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