How to plan and create WordPerfect Templates

Templates are invaluable when creating documents with the same elements.

The ability to create templates in WordPerfect is one of the best features of the program. Templates save you time in formatting and entering text, such as your address, which stays constant in similar documents.

Furthermore, you can customize the tools and options for templates that make your work easier. This means you can spend more time on the content of the document and the rest goes to the template.

What is a template?

A template is a file type that, when opened, creates a copy of itself that contains all the formatting and text of the template, but can be edited and saved as a standard document file without modifying the original template file.

A WordPerfect template can contain formatting, styles, boilerplate text, headers, footnotes, and macros, as well as other custom settings. Pre-made templates are available, and you can create your own templates.

Plan your WordPerfect Template

Before creating your WordPerfect template, it’s a good idea to outline what you want to include in it. You can always go back and edit your template or make changes to elements in the documents created from a template, but the little time you spend will save you a lot in the long run.

Here are some tips on what to include:

  • If you are creating a WordPerfect template to use as a letter, insert a date field that will work automatically when the template is opened.
  • Also fill in your address and contact information with templates so that you do not have to enter it with every copy.
  • For headings and footnotes, use fields for information that may change but will always contain the same type of information (eg page numbers, document title, file path, etc.).
  • Any text that will be included in all documents based on the template.
  • Columns, margins, buttons, endnotes, footnotes, etc.
  • If you want to use specific macros with the document, include it with the template.
  • If your documents contain sections with different formatting, you can use descriptive placeholder text, such as TITLE or HEADING, that you can type in the copy created from the template. This way, the formatting will be specific to that section.

Once you have an overview of what you want to include in the WordPerfect template, you are ready for the next step.

Create your WordPerfect Template

Once you have sketched your template, it is time to put your plan into action and create the template.

Start working on your WordPerfect template by opening a blank template file:

  1. Choose File New from Projectmenu .
  2. Click the Optionsbutton on the Create New tab of the PerfectExpert dialog.
  3. In the Create WP Templatepop-up list, select .

A new document will open. It appears and functions the same as any other WordPerfect document, except that the Toolbar Templates will be available, and when you save it, it will have a different file extension.

Once you add in the edited file through all the elements of your plan, save the document by to shortcut Ctrl + S to use. The Save Template dialog box will open:

  1. In the box below the ‘Description’ label, type a description of the template that can help you or others know what its purpose is.
  2. Enter a name for your template in the ‘Template names’ box.
  3. Select a category from the list under the label ‘Template Category’. It is important to choose the best category for your document as it will help you get back to the next time you need it quickly.
  4. Once you have made your selections, click OK.

 

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