Forum Discussion
How to setup Templates in Word 365 and Outlook 365
Hello:
I am a new user of this discussion forum. So please bear with me.
I have used the feature of Templates extensively in my last Office version (Office 2007). I have now upgraded to Office 365 and face the following lack pof understanding of the use of Office 365.
In Office 2007, I was able to set up common templates for Outlook and Word using the Change Styles Button on the Format tab. Unfortunately, I do have the exact screenshot to show here, but the closest is the following:
Upon clicking on the Styles Button, a set of named Template Files would show up, one of which could be clicked on to apply to the current document being edited, whether in Outlook or in Word.
The actual Template file be displayed woulkd exist in a system folder such as Quickstyles or other, which needed to be set up with the ,dotx or .dotm Template files.
The option was also available when editing a Word document or Outlook message to modify the Template file and select whether the modified Template file should be applied only to the current document or to all subsequent documents or messages.
Now, all I see is apparently, is the textual unnamed descriptions of various formats in the displayed Styles screen shown above.
I hope the above provides an idea of what I feel is missing. Can anyone help me with this ?
Thank you.
khsayeed You appear to be confusing Templates with Styles as it is in the Modify Style dialog that there is the option for the (modified) style to be applied either to the active document or to all documents created from the template from which the active document was created.
That said, there has not been any change in this feature between Word 2007 and the Word desktop application in Microsoft 365.
- 2022-11-26
Thank you Doug Doug_Robbins_Word_MVP for replying to my post.
I agree that Styles are different from Templates.
I understand that there are several Styles within a Template, eg. Header Level 1, Header Level 2, etc,
I understand that in each named Template document, e.g. Template.dotx or Template.dotm, there are several such Styles that can be modified and the document saved back in a specific folder. The named Template document can then be assigned to an Outlook Message or to a Word document that is open and being edited.
Can you please tell me how this is done in Office 365 ? Thank you.khsayeed In Outlook, create a new message and then go to the Format Text tab of the ribbon and modify the style(s) that you want to use so that they have the desired formatting
and, like in Word, before dismissing the Modify Style Dialog, select the New documents based on this template radio button.Outlook also has its own template (*.oft) files, each of which can be set up with its own set of styles if required. However to create a message from a particular template, it is necessary to use a macro that contains the command
CreateItemFromTemplate
See https://learn.microsoft.com/en-us/office/vba/api/outlook.application.createitemfromtemplate
khsayeedI suspect that you are talking about the [Quick] Style Sets which are very different from Templates.
Since Word 2013, these can be found in the Design tab.
Charles_Kenyon Thanks Charles for the advice.
I have been able to apply Styles to an existing or new document just by selecting Format - Styles List in Outlook, where the Styles, probably from the Quick Styles List show up on the screen as a multiline text display with the name of the Style Set at the bottom of the text image. It was there all along, but I was expecting to see the older version display, which was a single line with only the name of the Style Set.
I believe this applies to Word as well.
Thanks for your interest in my problems with the new Office 365, of which I have many.
- See my previous reply for links that would help you get a grasp of these. There is a huge difference between styels and [Quick] Style Sets. The two are very much related but the sets are like the term "fruit" which can encompass different styles like apples and oranges. A style set is like saying "citrus fruit" is one set and "berries" are another set.
