Forum Discussion
How to setup Templates in Word 365 and Outlook 365
khsayeed The default location for user templates in Word has always been:
C:\Users\[User Name]\AppData\Roaming\Microsoft\Templates
which you can check via File>Options>Advanced>File Locations and select the User Templates item and then click on Modify so that you can see the full path
I would suggest that you modify the Quick Access Toolbar by adding the New Document or Template command that you will find in the All Commands category.
When you use that button, you will then see the following dialog that is populated with the templates from the User Templates folder (and also the Workgroup Templates folder), with the templates in any sub-folders of those folders appearing as tabs in the dialog.
Thank you for your insightful reply Doug Robbins:
I have followed your advice and have gone through the sequence of displaying the screen showing the several Template files in User Templates Folder when editing a Word Document.
However, when clicking on one of the Template files, it opens up a NEW DOCUMENT having the styles identical to those in the Template, along with any text in the template.
In the older version of Word/Office, it was possible to assign the template to the already open file, and the styles in the assigned Template were reflected in the Quick Styles displayed on the Ribbon of the already open document.
I have attached a set of screen prints to show the procedure which was used then, in part only, along a brief explanation below:
1. The first screenshot is the existing Word document.
2. Next, clicking on the Ribbon menu item Change Styles produced a pop-up which showed the menu item Style Set.
3. Next, clicking on the Style Set menu item, brought up another pop-up, not the one shown in the attached screen shot , but a pop-up which included a list of Template Files (from a templates Folder, I do not recall which that folder was). Clicking on one of the items in that list would result in assigning the styles in the selected template, to the document. Also the Quick Styles in the Ribbon would display the same Styles as in the attached Template. I do not recall if there was also a separate item in the pop-up list which would assign the template styles to the Quick Styles displayed in the ribbon.
I would appreciate your comments on how to Assign a set of Styles from a Template to an existing Word/Outlook document .
I look forward to your reply. Thank you.
khsayeed To attach a template to an existing Word document, with the document open, go to the Developer tab of the ribbon and click on the Document Template button to display the dialog shown in my previous response.
Outlook does not have a corresponding facility that would allow the attachment of a different template to a message. If you want to create a message from a particular template, you would need to have that template saved as an .oft file and the easiest way to use such a file is to simply double click on it.
- 2022-12-07
Thank you for your reply Doug Robbins:
I am sorry that I was not thinking about the fact that I was working with an Outlook message and not a Word document when I attached the screen prints.
However, I am a bit confused by what needs to be done to attach a template to an Existing document (not to a New document) or to an existing Outlook message (say opened from then drafts folder in Outlook, since the procedure in the older version of Word was the same for both document type.
Could you please provide a complete sample sequence of the procedure, starting with setting up a structured template in the correct Folder and applying the template to an existing Word document, so as to change its styles to the attached template in Word 365.
Could you please also do the same for an existing Outlook message (say opened from the Drafts folder in Outlook 365 .
This will provide me with a method of proceeding in future, for both types of documents.
Thank you very much. khsayeed Your screen shots are of Outlook, NOT Word.
Further, as I think I advised previously Outlook no longer uses Word for creating and editing messages. Instead, it has its own "Word-like" editor and it could well be that there are some differences as that in Word is likely to be more capable that the one in Outlook.
I am not really sure what it is that you want to do, but in Word, you can still attach a template to a document via the Templates and Add-ins dialog
However, see: