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

Multiple Print Areas on a Single Printed Page

Want to print small, non-contiguous areas of your worksheet all on a single page? You might think that defining a ...

Discover More

Making Use of Extra Labels

Got extra labels left over after printing a mail merge? Here's what you can do to put those labels to good use.

Discover More

Identifying Merged Cells

Merging cells is a common task when creating worksheets. Merged cells can play havoc with the normal functioning of some ...

Discover More

The First and Last Word on Word! Bestselling For Dummies author Dan Gookin puts his usual fun and friendly candor back to work to show you how to navigate Word 2013. Spend more time working and less time trying to figure it all out! Check out Word 2013 For Dummies 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

Editing a Template

Editing a template can be as easy as editing a regular Word document, provided you know where to find the templates. Here ...

Discover More

Getting Rid of Persistent Templates

Word uses an open interface that allows add-ons and other programs to expand the way that Word works. Sometimes remnants ...

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. Maximum image size is 6Mpixels. 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 9 - 5?

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.