Wednesday, May 2nd, 2012

Office 2010 – how to save files as templates

Each of the Office applications allows you to configure a look for a document, spreadsheet, publication or presentation and then save it as a template so that you can reuse it anytime.

Templates in PowerPoint 2010

In PowerPoint you’ll create your presentation and then save it using File > Save As and select from the Save As Type list choose PowerPoint Template (*.potx). Give your presentation template a name and click Save.

In future you can locate this presentation by choosing File > New > My Templates and click on the template to use it as the basis of a new document.

Templates in Word 2010

In Microsoft Word choose File > Save As and from the Save As Type dropdown list choose Word Template (*.dotx). In the top left of the dialog click the Templates option to make sure that the template will be stored in the correct location and give the template a name.

In future choose File > New > My Templates and select the template to use.

Templates in Excel 2010

In Microsoft Excel, you can save the look of your document so that it can be used as the basis of a new document by choosing File > Save as and choose Excel Template (*.xltx ) as the file type. Type a name and save the template file.

In future you can base a new worksheet on this template by choosing File > New > My Templates and select it from the Personal Templates list.

Templates in Publisher 2010

In Publisher you’ll choose File > Save As and then select Publisher Template (*.pub). Type a name for the template and click Save.

In future you can access this template by choosing File > New > My Templates, select the template and click Create. You may need to close and reopen your software before the new templates are available.

Helen Bradley

Thursday, April 26th, 2012

Harness the power of Business Information sets in Publisher

 

Publisher’s Business Information Sets make it easy to populate documents with information about people and businesses. You only need type the text once and you’ll know it is always  correct wherever it happens to be used.

To use these sets, in Microsoft Publisher use File > Info and select the Edit Business Information. Here you can view the information sets that you have available. While they’re called Home/Family, Other Organization, Primary and Secondary Business, you can make them anything you want them to be.

So select an option and click Edit. Enter the information for your business including the person’s name, address and information. Click Add Logo to add a your company logo.

You can also type a new set name in the set name box. By adding to the business information sets details you use frequently, you can use this information in any document later on such as business cards and brochures.

To do this, select the business card template to use and then select the business information set to use with it. You can choose to include your logo or not as circumstances demand. Click Create and the business card will be created for you with all the details already in place.

You can also use business information in regular documents by choosing Insert and then from the Business Information dropdown list select the items that you want to use in a document. For example, you can drag and drop telephone information into any document from the business information set.

You can also change the business information in a document. So, if you’ve created a business card and want to do the same thing for another person for whom you have a business information set  created, just choose File > Info > Edit Business Information and select the set to use and click Update Publication. This allows you to quickly change information in documents and create flyers for multiple businesses or business cards from multiple people.

Helen Bradley