To create a new document template:
- On the toolbar, click New, then click the type of document on which you want to base the new template.
- On the toolbar, click Save.
- Select the Save As Template box.
- In the Name box, type the name for the new template (eg. 'Quick Checklist').
- Click Save.
Tips
- The new template is saved in the Templates folder. If the Templates folder is not shown, in the Navigation Pane, point inside the All Folders box, right-click, then click Show Templates Folder.
- To use the new template (to create a new document), on the toolbar, click New, then click the name of the new template.
- To make the changes that you want to make to the template, see Overview - Modifying a template.