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How To Edit A Microsoft Word 2021 Template

Whether you're starting from a built-in template or updating 1 of your ain, Word's congenital-in tools assistance yous update templates to accommodate your needs. To update your template, open up the file, make the changes you desire, and and so save the template.

  1. Click File > Open.

  2. Double-click This PC. (In Word 2013, double-click Computer).

  3. Browse to the Custom Office Templates folder that'southward nether My Documents.

  4. Click your template, and click Open up.

  5. Make the changes you desire, then salvage and close the template.

Building templates

  • Add together edifice blocks to a template

  • Add content controls to a template

    • Add content controls

    • Insert a text control where users can enter text

      • Insert a picture control

      • Insert a combo box or a drop-downward list

      • Insert a engagement picker

      • Insert a check box

      • Insert a edifice block gallery control

    • Set or change the properties for content controls

  • Add instructional text to a template

  • Add protection to a template

    • Add together protection to parts of a template

    • Assign a password to a template

Add building blocks to a template

Building blocks are reusable pieces of content or other certificate parts that are stored in galleries to be accessed and reused at any time. You can also save edifice blocks and distribute them with templates.

For example, y'all may create a report template that provides your template users with ii comprehend alphabetic character types to choose from when they create their own report based on your template.

Add content controls to a template

Make your templates flexible by adding and configuring content controls, such as rich text controls, pictures, drop-downwardly lists, or appointment pickers.

For instance, you might create a template that includes a drib-down list. If you allow editing to the drop-downwards listing, other people can change the list options to run into their needs.

Note: If content controls are not available, you may accept opened a certificate or a template that was created in an earlier version of Word. To use content controls, yous must catechumen the document to the Word 2013 file format past clicking File > Info > Convert, and then clicking OK. After y'all catechumen the document or template, save it.

Before you can add content controls, you need to show the Developer tab.

  1. Click File > Options > Customize Ribbon.

  2. Nether Customize the Ribbon, select Main Tabs.

  3. In the listing, select the Developer check box, and then click OK.

Turning on the Developer tab in the Word ribbon

Add content controls

On the Developer tab, in the Controls grouping, click Blueprint Mode, and then insert the controls that you want.

developer mode design button

Insert a text control where users can enter text

In a rich text content control, users can format text as assuming or italic, and they can type multiple paragraphs. If you want to limit what users add, insert the plain text content control.

  1. In the certificate, click where y'all want to insert the control.

  2. On the Developer tab, in the Controls group, click Rich Text Content Control rich text control or the Plain Text Content Control plain text control.

Insert a picture control

  1. Click where you want to insert the control.

  2. On the Developer tab, in the Controls group, click Moving-picture show Command picture control.

Insert a combo box or a driblet-downwardly list

In a combo box, users tin select from a list of choices that you provide or they can blazon in their own data. In a drop-down list, users can only select from the list of choices.

  1. On the Programmer tab, in the Controls group, click the Combo Box Content Control combo-box control or Driblet-Down List Content Control drop-down menu contriol.

  2. Select the content control, and and then on the Programmer tab, in the Controls group, click Backdrop.

    developer mode control properties

  3. To create a list of choices, click Add under Combo Box Properties or Drib-Down Listing Properties.

  4. Type a choice in the Brandish Name box, such as Yep, No, or Possibly. Repeat this step until all of the choices are in the driblet-downwards list.

  5. Fill up in any other properties that you want.

Note: If you select the Contents cannot exist edited check box, users won't be able to click a selection..

Insert a engagement picker

  1. Click where you lot want to insert the date picker control.

  2. On the Programmer tab, in the Controls group, click the Date Picker Content Command date picker control.

Insert a check box

  1. Click where you want to insert the check box control.

  2. On the Developer tab, in the Controls group, click the Check Box Content Command check box control.

Insert a edifice block gallery control

You tin use building block controls when yous desire people to cull a specific block of text.

For example, building block controls are helpful if you're setting up a contract template, and you need to add dissimilar boilerplate text depending on the contract'due south specific requirements. You can create rich text content controls for each version of the boilerplate text, and then yous tin can employ a building cake gallery control as the container for the rich text content controls.

You can as well use a edifice block command in a form.

  1. Click where you desire to insert the control.

  2. On the Developer tab, in the Controls grouping, click Building Cake Gallery Content Command building block gallery control.

  3. Click the content control to select information technology.

  4. On the Programmer tab, in the Controls grouping, click Properties.

    developer mode control properties

  5. Click the Gallery and the Category for the building blocks that yous want to brand bachelor in the building block command.

Set or change the properties for content controls

  1. Select the content control, and click Properties in the Controls group.

    developer mode control properties

  2. In the Content Control Properties dialog box, choose whether the content control can be deleted or edited when someone uses your template.

  3. To keep several content controls or even a few paragraphs of text together, select the controls or the text, and then click Grouping in the Controls group.

    developer mode group button

For instance, perchance y'all accept a three-paragraph disclaimer. If you use the Group command to grouping the three paragraphs, the three-paragraph disclaimer cannot be edited and tin can be deleted but as a group.

Add instructional text to a template

Instructional text can enhance the usability of the template that yous create. You lot can change the default instructional text in content controls.

To customize the default instructional text for your template users, do the following:

  1. On the Programmer tab, in the Controls group, click Design Manner.

    developer mode design button

  2. Click the content control where you want to revise the placeholder instructional text.

  3. Edit the placeholder text and format information technology any way you want.

  4. On the Developer tab, in the Controls group, click Design Mode to plow off the design feature and salve the instructional text.

Add protection to a template

You can add protection to individual content controls in a template to aid prevent someone from deleting or editing a item content command or group of controls, or you lot can help protect all of the template content with a password.

Add protection to parts of a template

  1. Open the template that you want to add protection to.

  2. Select the content controls to which y'all want to restrict changes.

    Tip: Select multiple controls by property down the CTRL key while you click the controls.

  3. On the Programmer tab, in the Controls grouping, click Group, and then click Group again.

    developer mode group controls

  4. On the Developer tab, in the Controls group, click Properties.

    developer mode control properties

  5. In the Content Control Properties dialog box, under Locking, practise any of the following:

    • Select the Content control cannot be deleted check box, which allows the content of the control to be edited merely the control itself cannot be deleted from the template or a document that is based on the template.

    • Select the Contents cannot be edited check box, which allows you to delete the control but does non allow you to edit the content in the control.

Use this setting when y'all want to protect text if it is included. For example, if you frequently include a disclaimer, you tin can help ensure that the text stays the same, and you can delete the disclaimer for documents that don't require it.

Assign a password to a template

To assign a password to the document so that simply reviewers who know the countersign can remove the protection, do the following:

  1. Open the template that you desire to assign a password to.

  2. On the Review tab, in the Protect grouping, click Restrict Editing.

  3. Under Get-go enforcement, click Yeah, Beginning Enforcing Protection.

  4. Type a countersign in the Enter new password (optional) box, and and then confirm the password.

Important: If you choose not to utilise a password, anyone can change your editing restrictions.

Use stiff passwords that combine uppercase and lowercase letters, numbers, and symbols. Weak passwords don't mix these elements. Strong password: Y6dh!et5. Weak password: House27. Passwords should exist at least viii characters long. In general, longer a countersign is, the more than secure it is.

Information technology is disquisitional that y'all think your password. If yous forget your password, Microsoft cannot recollect information technology. Store the passwords that you write down in a secure identify away from the information that they help protect.

Source: https://support.microsoft.com/en-us/office/edit-templates-b2cb7adb-aec2-429f-81fd-3d5bd33cf264

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