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Quick Install Word Template

How to install a template received as an email attachment

It is important that Word templates are installed in the correct folder, especially if they are macro-enabled (*.dotm) templates.

If you have received a template as an email attachment follow this procedure for a quick and simple installation:

Windows PC

  • right-click the attachment and choose Save As. Save the attachment to a convenient folder such as your Desktop
  • DO NOT DOUBLE-CLICK THE ATTACHMENT.
  • in Word, click File > Open and open the saved template file. You may be prompted to enable macros and/or content and/or editing
  • in Word, click File > Save As to display the Save As dialog but do not click the Save button yet
  • change the Save as type to Word Document (*.docx) and then immediately back to Word Macro-Enabled Template (*.dotm). This will change the folder to the default Templates folder
  • now click Save to save the template in the designated Templates folder
  • to start a NEW document from the template click File > New . If the template is not visible, click the Personal tab

Mac

  • Save the attachment to a convenient folder such as your Desktop
  • DO NOT DOUBLE-CLICK THE ATTACHMENT.
  • in Word, click File > Open and open the saved template file. You may be prompted to enable macros and/or content and/or editing
  • in Word, click File > Save as Template but do not click the Save button yet
  • if the original template was a dotm macro-enabled template then change the file Format to Microsoft Word Macro-Enabled template (*.dotm)
  • now click Save to save the template in the designated Templates folder
  • to start a NEW document from the template click File > New from Template. If the template is not visible, click the Personal tab

See Template installation for a fuller explanation of how and where to install templates.

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