When you need to create a fairly standard document, Word has some templates that can speed you on your way. A template will include some temporary text so you can see how the parts fit together.
You will create a report based on one of Word's templates, but you will modify it in several ways.
Step-by-Step: Report Template
|What you will learn:||to create a new document using a template
to remove unnecessary parts of the template
to deal with warning messages
to replace temporary text
to insert a file into a document
to update style automatically
Start with: , report.docx from resource files
Click on the Office button or the File tab and select New.
Word 2007 opens a dialog. Word 2010 opens a pane.
A new 3-page report opens with sample text. You will modify this a lot, but it is a big help to have a base plan to work with.
Read through the template. The main text explains how this template works. (You may print this if you would like to keep the tips handy for later.)
The template is based on one developed for earlier versions of Word. Not all of the specific directions apply to Word 2007 and 2010, but you can get the idea of how the template is supposed to work.
Problem: Can't find the report template
The templates that Microsoft makes available will change over time. This template may at some point be dropped from the list.
Solution: A copy is in your words resources folder with the name BusinessReport-ProfessionsalDesign.dotx
Or download the online copy.
Solution: Just click on OK.
On the Home tab in the Paragraph tab group, click the Borders button to open the list and select No Borders.
Alternate method: Use the Border button on the Table Tools: Design tab in the Table Styles tab group.
The vertical lines vanish. You can still see dotted lines around the
table cells but those don't print.
Save as report-WorldTravelInc2-Firstname-Lastname.docx
Notice the 2 in the name. Normally you have been changing the number of the file only at the beginning of a new lesson. Doing so now lets you back up to a file that has just a few changes in it, in case you need to start over.
You may see one or more of messages now or later as you make changes to this document about repairing errors and saving changes to the underlying template.
Message about saving changes to the template
You just edited a table that was part of the template used to create the document.
Solution: Click on No.
You do not need to save changes to the template. You want that to remain the same in case you need to start over!
You may see other messages like this as you edit this document. Click on No for each one unless you are willing to download the template again if you need to start over. These messages do get annoying after a while!
The second illustration at the right has a number with the name of the template. That number is how many times you have downloaded the template. Word is keeping each one instead of using the one it previously downloaded. That lets you get a clean copy each time, even if you saved changes to the template by accident. So it looks awkward, but it does serve a purpose!
Problem: Message box says Word has made repairs to the document.
Solution: Click on the button Show Repairs.
A dialog box appears with only one repair showing, Text Boxes 1.
Click on the Go To... button.
The dialog does not close but the cursor in the document shifts to the top left of page 1. Apparently your editing of the table at the top of the page is what Word considers to be the problem. Well, it's not really a problem to us!
Click on the Close button.
After the first page there is a small table at the top of the pages
with a chapter number. Your
document won't be long enough to break it into chapters so you do not
need this text. (Aren't you
Click on Delete Table.
The whole table is deleted, not just the text.
method for Word 2010: Right click on the selected table and click Delete Table on the context
The main text for the document has already been written for you. But first be sure that you read what the template's text explains about how this template works. Then you can replace the temporary text with the report text, as described below.
Navigate in the dialog to your resources files and select report.docx in the word folder and click on Insert.
The full path is: c:\My Documents\complit101\words\report.docx
if you used the default location for the resource files.
Click on this link to the online copy of report.docx. Download it, remembering where you saved it. Then navigate in the Insert File folder to that location, select it, and click on Insert.
All of the text in report.docx is pasted into your document at the cursor location.
Alternate method: Open the document you want to include and select all of its contents. (CTRL + A or .) Copy. Switch to the destination document and paste in the new location.
Message appears about file being blocked
You selected report.doc from the resources folder instead of report.docx. The older format is blocked by default as a security measure of some sort.
Solution: Try again and select the correct file.
Click on OK to close the dialog without making any changes.
Did you notice that the new text is
only 8.5 pt? Later we may decide that is too small, or maybe not!
Click in each of the lines listed below and use CTRL + ALT + 1 to apply the Heading 1 style:
Anniversary Special Trips Offer
Our Motivation: A Changing World
Remember that the Manage Styles button at the bottom of the Styles pane lets
you change the order in which the styles are shown.
Surprise! All of the paragraphs you just styled with Bulleted List
are updated to numbers! In previous versions of Word this was not so and
was a pain to fix.