Nov 24 2022 10:59 AM
Nov 24 2022 10:59 AM
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 ?
Nov 25 2022 01:40 PM
@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.
Nov 26 2022 06:11 AM
Nov 26 2022 11:43 AM
@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
Nov 26 2022 02:39 PM
Nov 26 2022 03:53 PM
Nov 26 2022 07:56 PM
Nov 26 2022 08:29 PM - edited Nov 26 2022 08:33 PM
@khsayeed To attach a file or screen shot, click on the Open full text editor link
and you will then see
All Word documents have a template attached to them. If the document was created by selecting the Blank document button, the template will be the Normal template.
If you want to attach another template to a document, go to the Developer tab of the ribbon and click on the Document Template button and then click on the Attach button and browse to the template that you want to attach.
I am not really sure what you are wanting to do, or why you are having difficulty as there is really no change, as far as templates in Word are concerned, between Word 2007 and Word in Microsoft 365.
However, I suggest that you take a look at the following page of the late Shauna Kelly's website.
Or other pages of Shauna's website that deal with templates.
Nov 27 2022 06:29 AM
Thank you for your last reply Doug Robbins:
I have appended above the screen print of the Word 365 screen showing a Word document that I just created on my laptop.
I am unable to find the "Developer Tab" on this page. Am I looking at the wrong screen. Please let me know.
Nov 27 2022 06:32 AM
Nov 27 2022 11:44 AM
@khsayeed To display the Developer tab on the ribbon, go to File>Options>Customize Ribbon and check the box for Developer on the right hand side of the dialog
Nov 29 2022 09:03 PM
Nov 29 2022 09:33 PM
Nov 30 2022 12:57 AM
@khsayeed The default location for user templates in Word has always been:
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.
Dec 07 2022 02:32 PM
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.
Dec 07 2022 06:15 PM
@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
Dec 07 2022 09:00 PM
Dec 07 2022 10:41 PM
@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.
Dec 08 2022 01:33 PM - edited Dec 08 2022 01:35 PM
Mar 02 2023 11:16 PM
@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.