How to setup Templates in Word 365 and Outlook 365

2022-11-26

Thank you again Doug_Robbins_Word_MVP, for your reply.

I fear that I have not conveyed to you properly what I am looking for in Word 365 (and in Outlook 365).
Please refer to the following extract from a Microsoft Support website which may clarify the issue for your purposes.



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https://support.microsoft.com/en-us/office/load-or-unload-a-template-or-add-in-program-2479fe53-f849-4394-88bb-2a6e2a39479d#:~:text=Load%20templates%20or%20add%2Dins,-When%20you%20load&text=%2C%20and%20then%20select%20Word%20Options,that%20you%20want%20to%20load.

Load templates or add-ins
When you load a template or add-in, it remains loaded for the current Word session only. If you quit and then restart Word, the template or add-in is not automatically reloaded.

In Word 2010, 2013, or 2016, select File > Options > Add-Ins.

In Word 2007, click the Microsoft Office Button Office button image, and then select Word Options > Add-ins.

In the Manage list, select Word Add-ins, and then click Go.

Click the Templates tab.

Under Global templates and add-ins, select the check box next to the template or add-in that you want to load.

If the template or add-in you want does not appear in the box, click Add, switch to the folder that contains the template or add-in you want, click it, and then click OK.
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I have been able to do the above procedure, but am unable to see the option on a menu item in say Word 365 to attach the template file (say a .dotx file) to an open Word document.

I am unable to attach the screen print of my effort in line with the above. Please let me know how I can send you this on the post, or separately to your email address.