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Session Description

Tempted by templates? The Dos and Don'ts of creating templates in Microsoft Word

Document templates vastly simplify the preparation of proposals. Not only do they ensure consistency, but they eliminate duplication in the preparation of similar document types and allow for standardized documents which comply with regulatory and corporate format and style requirements. Whilst many companies purchase commercial templates, an understanding of templates, how they work and how to modify them is helpful. This session briefly covers the benefits of templates and introduces the range of ready-made templates available in Microsoft Word. As these may not necessarily suite individual needs, the key thrust of the session is to provide instruction on how to create custom templates and how to define their style and formatting. It also covers how to install and run template plug ins and macros to simplify some of the more complex tasks, as well as how to clean old templates of unwanted styles and adapt to current requirements.

Presenter Bios

Zoe Wright
PleaseTech Ltd

Zoe joined PleaseTech in 2015 as a Product Specialist, responsible for customer training, product documentation and support materials. During this time, she has built up an outstanding training department, providing training, tutorials and workshops to customers across the world.

Zoe has a wealth of experience in the development of operational systems and product management, primarily in the IT qualifications and e-learning sector.

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