We recently looked at how to save files as custom templates in Microsoft Word for the PC. Today, we are going to save files as custom templates in Word for Mac. We will also look at how to use custom templates to create new documents and how to delete custom templates.
Templates are “model” or “boilerplate” files that can be used to create new documents without having to start from scratch every time.
Table of Contents:
- How to Save Files as Custom Templates
- How to Create Documents from Custom Templates
- How to Delete Custom Templates
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The images below are from Word for Microsoft 365 for Mac. These steps also apply to Word 2021 for Mac, Word 2019 for Mac, and Word 2016 for Mac.
How to Save Files as Custom Templates
- Open the file you want to save as a template.
- Select the File menu.
- Select Save as Template from the drop-down menu.
- Enter a name into the Save As text box.
- Ensure that Microsoft Word template is selected in the File Format menu. If your file includes macros, select Microsoft Word Macro-Enabled template, instead.
- Select the Save button.
- Close and quit your Word software.
How to Create Documents from Custom Templates
- Open your Word software.
- Select the File menu.
- Select New from Template in the drop-down menu.
- Select the custom template.
- Select the Create button.
A new document will open based on your custom template.
How to Delete Custom Templates
- Open the Finder app.
- Type .dotx (or the complete file name if you know it) in the search text box.
- Control-click the template file and then select Move to Trash from the shortcut menu.
