If you use the Group command to group the three paragraphs, the three-paragraph disclaimer cannot be edited and can be deleted only as a group. Instructional text can enhance the usability of the template that you create. You can change the default instructional text in content controls.
On the Developer tab, in the Controls group, click Design Mode. On the Developer tab, in the Controls group, click Design Mode to turn off the design feature and save the instructional text. You can add protection to individual content controls in a template to help prevent someone from deleting or editing a particular content control or group of controls, or you can help protect all of the template content with a password. On the Developer tab, in the Controls group, click Group , and then click Group again.
In the Content Control Properties dialog box, under Locking , do any of the following:. Select the Content control cannot be deleted check box, which allows the content of the control to be edited but the control itself cannot be deleted from the template or a document that is based on the template.
Select the Contents cannot be edited check box, which allows you to delete the control but does not allow you to edit the content in the control. Use this setting when you want to protect text if it is included. For example, if you often include a disclaimer, you can help ensure that the text stays the same, and you can delete the disclaimer for documents that don't require it.
To assign a password to the document so that only reviewers who know the password can remove the protection, do the following:. On the Review tab, in the Protect group, click Restrict Editing. Type a password in the Enter new password optional box, and then confirm the password. Important: If you choose not to use a password, anyone can change your editing restrictions. Use strong passwords that combine uppercase and lowercase letters, numbers, and symbols.
Weak passwords don't mix these elements. Strong password: Y6dh! Weak password: House Passwords should be at least 8 characters long. In general, longer a password is, the more secure it is. It is critical that you remember your password. If you forget your password, Microsoft cannot retrieve it. Store the passwords that you write down in a secure place away from the information that they help protect. For example, a business plan is a common document that is written in Word. Instead of creating the structure of the business plan from scratch, you can use a template with predefined page layout, fonts, margins, and styles.
All you have to do is open a template and fill in the text and the information that is specific to your document. When you save the document as a. In a template, you can provide recommended sections or required text for others to use, as well as content controls such as a predefined drop-down list or a special logo.
You can add protection to a section of a template, or you can apply a password to the template to help protect the contents of the template from changes. You can find Word templates for most kinds of documents on Office. If you have an Internet connection, click the File tab, click New , and then click the template category that you want.
You can also you can create your own templates. You can start with a blank document and save it as a template, or you can create a template that is based on an existing document or template.
Make the changes that you want to the margin settings, page size and orientation, styles, and other formats. You can also add content controls such as a date picker, instructional text, and graphics that you want to appear in all new documents that you base on the template.
Give the new template a file name, select Word Template in the Save as type list, and then click Save. Click a template or a document that is similar to the one that you want to create, and then click Create New. Make the changes you want to the margin settings, page size and orientation, styles, and other formats. You can also add content controls such as a date picker, instructional text, and graphics you want to appear in all new documents that you base on the template.
Building blocks are reusable pieces of content or other document parts that are stored in galleries to be accessed and reused at any time. You can also save building blocks and distribute them with templates. For example, you may create a report template that provides your template users with two cover letter types to choose from when they create their own report based on your template.
Save and close the template that you have designed just the way you want it and to which you want to add building blocks for template users to choose from. When you fill out the information in the Create New Building Block dialog box, in the Save in box make sure to click the template name. When you send or make the template available to others, the building blocks you saved with the template will be available in the galleries you specified.
You can offer flexibility to anyone who may use your template by adding and configuring content controls, such as rich text controls, pictures, drop-down lists, or date pickers.
For example, you might provide a colleague with a template that includes a drop-down list, but your colleague wants to use a different set of options in the drop-down list in the document that he's distributing based on your template. Because you allowed editing to the drop-down list when you added the content control to the template, your colleague can quickly and easily change the template to meet his needs.
To use content controls, you must convert the document to the Word file format by clicking the File tab, clicking Info , clicking Convert , and then clicking OK. Under Customize the Ribbon , click Main Tabs. Insert a text control where users can enter text. There's a known issue with customer engagement apps apps-generated Word templates and Office Word. In the next section, you'll be adding XML content control fields to the Word template. Be sure to only add fields as Plain Text or Picture.
You can make formatting changes to content control fields, such as bolding the text, but no other textual changes, including capitalization changes.
Deselect Capitalize first letter of sentences and Automatically use suggestions from the spelling checker. If you have frequent accidental edits that cause Word to freeze or have performance degradation, be sure to turn off the AutoCorrect options according to the section: "A known issue and how to avoid it". Some content control fields you entered likely have multiple lines of data. For example, accounts have more than one contact.
To include all the data in your Word template, set the content control field to repeat. In the XML Mapping Pane, right-click the relationship containing the content control fields, and then click Repeating.
When you use the Word template in customer engagement apps to create a document, the table will populate with multiple rows of data. When the template has the fields and formatting you want, save it and upload it into customer engagement apps. When you have your Word template built the way you want, save it so you can upload it into customer engagement apps. Access to the newly created Word template depends on how you uploaded it and to the access granted to the security role.
Be sure to check out Use Security Roles to control access to templates. Administrators can use the Settings page to upload the Word template into customer engagement apps. A template uploaded in Settings is available to all users in your organization. Open a record with information you want to create a document.
For example, open a customer account record in Sales. Only templates built for the selected record type entity will be displayed. For example, if you open an opportunity record, you will not see a template you created with the Account entity. You need to refresh customer engagement apps to see the template. Either refresh your browser or close and reopen customer engagement apps. After you select your Word template, customer engagement apps create a Word document from the record you selected.
The sample Word templates were created with a particular record type entity. You'll only be able to apply the template to records of the same record type. Open a record with information with the entity type that matches the sample template. For example, open a customer account record in Sales to apply the Account Summary template.
Financial management. Food and nutrition. Fun and games. Health and fitness. Home learning. Papers and reports. Photo albums. Planners and trackers. Profit and loss. Resumes and cover letters. Social media. Free and premium resume templates and cover letter examples give you the ability to shine in any application process and relieve you of the stress of building a resume or cover letter from scratch.
Whether you're looking for a traditional or modern cover letter template or resume example, this collection of resume templates contains the right option for you. With a traditional resume template format, you can leave the layout and design to Microsoft and focus on putting your best foot forward.
0コメント