To create custom templates, open a new or existing document, worksheet, or presentation, make your customizations, and then save the file as a template on a network folder or Web site. The following example shows how to create a template in Word 2010. However, the steps are almost the same for Excel 2010 and PowerPoint 2010. For more information about creating templates, see (To create a template (in Word 2010) • Open a new or existing document in Word 2010. • Customize the document. • On the File menu, click Save As. • In the tree pane, browse to a shared folder on the network (this can also be a folder on a web server). • In the File name box, type the name that you want to use for your template. • In the Save as type box, select Word Template, and then click Save. ![]() This is an optional step, but thumbnail and preview files can be very helpful to users because they enable users to quickly view and select templates. To see examples of thumbnail and preview files, click Sample Templates, on the Available Templates pane. If you decide not to create thumbnail and preview files for a custom template, users see the name of the template in the Available Templates pane. If you are using Word 2007, click the Microsoft Office Button, and then click Word Options. If you are using Word 2010, choose Options from the File menu. Click Advanced. Under General, click File Locations. Click User templates, and then click Modify. In the Modify Location dialog box, change the setting in. ![]() A red X is displayed instead of the thumbnail and preview images. To create thumbnail and preview files • Use screen shots and an image editor to create the thumbnail and preview files. The following are suggested dimensions: Preview type Width Height Thumbnail 100 120 Preview 256 350 • Save the files by using one of the following file types:.jpg,.png,.bmp,.gif. To display your custom templates in the Available Templates pane, you must create an XML configuration file. Office 2010 references this file to determine how to locate and display your template, thumbnail, and preview files. To create the XML configuration file • Copy the sample xml file text that is provided in this article, and then paste it into a text editor, such as Notepad. ![]() For more information, see. • Edit the sample text as appropriate. You can use the sample schema definition (XSD) file text that is provided in this article to create an XSD file to validate the XML configuration file (optional). To create the XSD file, copy the sample validation text into a text editor, and then save it as an XSD file; for example, OfficeTemplates.xsd. For more information, see. • Save the edited text as an XML file (for example, ContosoTemplates.xml), and save it to a network share (this can also be a folder on a web server). You can copy the following text into a text editor, such as Notepad, configure the text to define your custom templates, and then save the file as an XML file; for example, ContosoTemplates.xml. The sample XML includes only one application id section, for Word 2010 templates: application id = 'WD'. You can add sections for Excel 2010 and PowerPoint by copying the everything between and, and then changing the application id parameters to 'XL' for Excel or 'PP' for PowerPoint 2010. Each featuredtemplate section represents a custom template that is within the application id. The sample XML includes four featuredtemplate sections. However, you may add or delete the sections depending on how many custom templates you have. For each featuredtemplate, configure the title, media (thumbnail), and preview information to describe your template.
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March 2018
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