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khsayeed's avatar
khsayeed
Copper Contributor
Nov 24, 2022

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 Offic...
office 365
Doug_Robbins_Word_MVP's avatar
Doug_Robbins_Word_MVP
MVP
Nov 25, 2022

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.  

  • khsayeed's avatar
    khsayeed
    Copper Contributor
    Nov 26, 2022
    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.

    • Doug_Robbins_Word_MVP's avatar
      Doug_Robbins_Word_MVP
      MVP
      Nov 26, 2022

      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

      • khsayeed's avatar
        khsayeed
        Copper Contributor
        Nov 26, 2022
        2022-11-26

        Thank you again Doug_Robbins_Word_MVP, for replying to my last post.

        Regrettably, I am not a programmer and am not familiar with Visual Basic to be able to use the contents of the link you have provided.

        Would you know about the template files with extensions like .dotx and dotm, which were available in Office 2007 (Word 2007 and Outlook 2007) and were used to assign a set of Styles to an existing document (or a new document) which was opened in either of the two applications mentioned above ?

        Please let me know where I can find the procedure to accomplish the same objective in Outlook 365 and Word 365 ?

        Thanks.

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