Please Note: This article is written for users of the following Microsoft Word versions: 97, 2000, 2002, and 2003. If you are using a later version (Word 2007 or later), this tip may not work for you. For a version of this tip written specifically for later versions of Word, click here: Creating a Boilerplate Document.

Creating a Boilerplate Document

by Allen Wyatt
(last updated October 14, 2015)

2

In Word, a template (at its simplest) is a guide for how a document should appear. You can use templates to store boilerplate documents, such as forms or contracts. When you open a new document based on the template, all the boilerplate information is in place and ready to use. To create a boilerplate document, do the following:

  1. Create a new document that is based on the template you want used as the basis for your boilerplate template.
  2. Choose Save As from the File menu. Word displays the Save As dialog box.
  3. In the Save as Type pull-down list, make sure you select Document Template (*.dot). This ensures your document is saved as a template.
  4. Enter a new name for your template, and select where it should be saved.
  5. Click on Save.
  6. Make your changes to the template, making sure to enter any boilerplate text desired.
  7. Save your work before closing the template file.

That's it; you've now created your template. When you want to use it, simply create your new document based on this template you just created. Your new document will contain all the boilerplate text you entered in step 6.

WordTips is your source for cost-effective Microsoft Word training. (Microsoft Word is the most popular word processing software in the world.) This tip (1360) applies to Microsoft Word 97, 2000, 2002, and 2003. You can find a version of this tip for the ribbon interface of Word (Word 2007 and later) here: Creating a Boilerplate Document.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He  is president of Sharon Parq Associates, a computer and publishing services company. ...

MORE FROM ALLEN

Searching for Paragraph Marks and Line Breaks

Word allows you to search not for special characters that normally do not print such as paragraph marks and line breaks.

Discover More

Searching for Comment Marks

Got a bunch of comments in your document? You can easily jump from one comment to the other by using the Object Browser, as ...

Discover More

Pulling Tables Back Into View

If you make structural changes to your table by adding new columns here and there, you could easily end up with a table that ...

Discover More

Do More in Less Time! Are you ready to harness the full power of Word 2013 to create professional documents? In this comprehensive guide you'll learn the skills and techniques for efficiently building the documents you need for your professional and your personal life. Check out Word 2013 In Depth today!

More WordTips (menu)

How Word Treats Normal.dot

Templates are at the core of how Word creates and formats documents. From the earliest days of Word, the most basic of ...

Discover More

What Changes Did I Make In that Template?

When you make changes that affect a template, Word usually asks you if you want to save those changes when you exit the ...

Discover More

Saving a Preview with Your Template

Templates provide a collection of styles and boilerplate for new documents. Selecting the right template by filename only may ...

Discover More
Subscribe

FREE SERVICE: Get tips like this every week in WordTips, a free productivity newsletter. Enter your address and click "Subscribe."

View most recent newsletter.

Comments

If you would like to add an image to your comment (not an avatar, but an image to help in making the point of your comment), include the characters [{fig}] in your comment text. You’ll be prompted to upload your image when you submit the comment. Images larger than 600px wide or 1000px tall will be reduced. Up to three images may be included in a comment. All images are subject to review. Commenting privileges may be curtailed if inappropriate images are posted.

What is seven minus 1?

2012-04-05 22:09:42

MDoncaster

Saving as a template means that, if you ask word to start a new document. It will automatically create a copy to work on, and the template is unharmed ready to be used again.

To use a memory analogy;
Template = ROM (Read only memory)
Document = RAM (Volatile memory)

Regards
Michael


2012-04-05 11:15:29

R. Scott King

Still not sure how saving a document as a template (*.dot)differs from simply saving the document as a document (*.doc), for example in a "forms" directory.


This Site

Got a version of Word that uses the menu interface (Word 97, Word 2000, Word 2002, or Word 2003)? This site is for you! If you use a later version of Word, visit our WordTips site focusing on the ribbon interface.

Newest Tips
Subscribe

FREE SERVICE: Get tips like this every week in WordTips, a free productivity newsletter. Enter your address and click "Subscribe."

(Your e-mail address is not shared with anyone, ever.)

View the most recent newsletter.