How to install templates

Index

Why install a template?
What are the different template types?

Installing a standard template on Windows
Installing a custom macro-enabled template on Windows
Creating a new document using your template on Windows

Installing a template on Mac
Creating a new document using your template on Mac

Last updated: 20-01-18

Why install a template?

A template is a specially prepared document that you don’t want to overwrite or damage. That’s because it has been set up with all the right functionality, colours, type styles and defaults your documents require. Installing the template protects it, and making sure that you can only create new documents.

What are the different template types?

There are different types of template that require different levels of installation.

Word formats commonly end in ‘.docx’, ‘.dotx’ and ‘.dotm’.
PowerPoint formats commonly end in ‘.pptx’, ‘.potx’ and ‘.potm’.

If a Word or PowerPoint template extension ends with an ‘m’ [e.g. .dotm] , it means that it includes custom programming. Without installing it correctly, the custom programming will not work properly. Any other type can simply be installed in the ‘Custom Office Templates’ folder in your Documents folder.

Installing a standard template on Windows 10

If you have been supplied a standard template, it will end in ‘.dotx’, ‘.potx’ or ‘.xltx’. This means it can be installed in the ‘Custom Office Templates’ folder. If you have not installed a template on your machine already, you may need to create the folder yourself. This can be done with the help of Word, and is explained below.

First, locate the following folder:
C:\Users\[USERNAME]\Documents\Custom Office Templates

The filepath should look similar to the screenshot below. Unless you have already installed templates into this folder, it will most likely be empty, or might not even exist.

If you can’t find this folder, don’t panic! You can do the following to make Word create the folder for you.

First, open Word, then create a new document and choose File menu > Save as, then change the Word type to ‘Word template [.dotx]’. Save the new template and the new location should automatically set up the folder and settings for you. This new document can then be deleted, and the folder will remain.

Click and drag the templates you have been supplied to this template folder. Do not open the template and use ‘Save as’. Doing so could affect the features of the template.

Installing a custom macro-enabled template on Windows 10

Macro-enabled custom templates have the potential to be a security concern, so to use them you will need to locate the ‘Trusted Locations’ folder. If the template is macro-enabled, it will end in ‘.dotm’, ‘.potm’ or ‘.xltm’.

First, navigate to the following folder:
C:\Users\[USERNAME]\AppData\Roaming\Microsoft\Templates\

The filepath and contents should look similar to the screenshot below. This folder is one of a number of predefined ‘Trusted locations’ set by Microsoft when Office is installed. A ‘Trusted location’ is a folder that Microsoft Office security will allow templates to be used from. If not installed here, security will disable any included macro, but default.

Click and drag the templates you have been supplied to this template folder. Do not open the template and use ‘Save as’. Doing so could affect the features of the template.

Creating a new document using your template in Office 365 for Windows

To use the templates, simply open the application, choose File menu > New, and click PERSONAL to the right. The installed templates will appear in the right hand panel. Double click one of the templates to create your new document.

The new document can be saved to any computer location you choose.
Do not rename the template once you have started to create documents.

Installing a template on Mac

Both standard templates (‘.dotx’, ‘.potx’, ‘.xltx’), and custom macro templates (‘.dotm’, ‘.potm’, ‘.xltm’) are installed in the same file path. Office 2016 for Mac install templates in the same folder location, regardless of the template format.

Please note: The path to the templates folder on Mac OSX Lion 10.7 or above requires you to navigate through the user’s ‘Library’ folder. This folder is hidden by default for security reasons. [This step is no longer used if you have MacOS Sierra or above.]

To start at this folder, close or hide all applications so that the Finder menu is shown, and the standard desktop is in front of you. Hold down the ‘alt’ key on your keyboard and select the ‘Go’ menu. Select ‘Library’ from the menu list and a new window will open. You are now in the user’s Library folder and you can now navigate the remaining folders to start the installation.

Depending on your version of Office, you will need to go to a different filepath.

If you are using Office 2011 for Mac:
Macintosh HD\\Users\[USERNAME]\Library\Application Support\Microsoft\Office\User Templates

If you are using Office 2016 for Mac or later:
Macintosh HD\\Users\[USERNAME]\Library\Group Containers\UBF8T346G9.Office\User Content\Templates

Then, simply click and drag the template document to this folder. Do not open the template or open and use ‘Save as’. Doing so could affect the features it’s designed with.

Creating a new document using your template on Mac

Open the Office application and choose ‘New from Template’ from the File menu. In the ‘New’ dialog, double click the template to create your document.

Double click to create your new document.

Please note: older versions of Windows and MacOs require slightly different locations or install procedures. If this is the case, discuss it with your IT person, or we can include alternative details in the notes we provide for a project.

 

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