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How to create and use templates in Word

Submitted Friday, February 23, 2007
Overview: 
If you find yourself entering the same information in Word again and again, you might save time by creating a template. • To create a new Word template on a touch screen device, open a new document and enter the text and formatting you want to appear in the template. Then select Menu >File >Save Document As. Finally, give the template a name and select “Document Template” from the drop down list associated with “Type.” • To open a template (including one of the 5 built-in templates), open Word in list view, tap on the folder icon at the top of the list, and select the Templates folder from the drop-down menu.
Here's how to do it: 
A template is a special Word document file having a preset format and text used as a starting point for the creation of another document. For example, if you travel a lot on business, you might have a travel report template and use it as the basis of a report you create for a specific trip. You open the template, add text specific to the trip, and save it under another name.
Creating your own Word template
  1. Open a new Word document and enter any text and formatting that you want to appear standard in the template.
  2. When you are done, tap Menu >File >Save As (pre-WM 5: Tools >File >Save Document As).
  3. In the Name filed, give the template a name.
  4. In the Type field, select Document Template from the drop-down menu.
  5. In the Folder field, select Templates from the drop-down menu.
  6. When you’re finished, tap on the Save button. 
Template.jpg
An example of a Word template.
Saveas.jpg
Be sure to select Templates from the Folder drop-down list when you save your template.
Opening a Word template and saving a document based on it
  1. Open Word Mobile or Pocket Word to the document list view.
  2. Tap on the folder icon in the upper left corner (it’s usually labeled “All Folders”).
  3. Select the icon labeled “Templates” from the drop-down list. This will display a list of all the Word templates stored in the Templates folder, including the five templates that are built into the device and any you have created.
  4. Tap on the desired template to open it in Word.
  5. Enter any additional text and formatting. When you’re finished, tap on the OK button in the upper right corner of the screen to save the new document. (Note: Word automatically saves it as a document; it leaves the template unchanged.)
As mentioned, touch screen devices come with five Word templates built in: Blank Document, Meeting Notes, Memo, Phone Memo, and ToDo. These templates only appear when you have the Templates folder selected to display, as described in step 3 above. If you created a template and saved it in another folder, it will appear in the All Folders list.
Make your new template the default
By default, Word uses Blank Document template when you open a new document. You can change this default to another template as follows:
  1. Open Word to the document list view.
  2. Tap on Menu and select Options (pre-WM 5: Tools >Options).
  3. Tap on the field labeled “Default template” and select the desired template from the drop down list.
(Note: Any template stored in the Templates folder—built-in and user-created—appears in the Default template drop-down list on our Windows Mobile 5 and 6 device. However, only the 5 built-in templates appeared in this list on our pre-WM 5 devices.)
Template workaround for Word on WM 6 non-touch screen smartphones
The majority of non-touch screen smartphones running the new Windows Mobile 6 software come with Word Mobile built into them. You cannot create a document template file (.dot) with this version of the program, but you can treat a regular Word DOC file as if it were a template. Simply create a new Word document on your PC with the text and formatting you want to appear in the template. Save it with a name that you will recognize (e.g. “TmpReport.doc”). Then, use ActiveSync to transfer it to the My Documents folder on your smartphone. When you want to use it, open it and immediately save it under another name. Then make any changes or additions you want and save it again.
Content Location: 
On Site
Based on information from pda-faq.com
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