Create a file from a template - Computer (2024)

FAQs

Create a file from a template - Computer? ›

Use your template to make a new document

Right-click the tab corresponding to the template that you want to copy. Excel displays the Right Click menu. If you want to select the Profile template, right-click the profile tab at the bottom of the Excel screen as shown in the following figure. Click Move or Copy.

Go to the location in the document library where you want to create a new file. If you need to create a new folder to store the file, see Create a folder in a document library. On the main document library menu, click New and then select the type of file you want to create. Note: The file-type selection may vary.

To download the template into your desktop Excel, click File > Save As > Download a Copy. This will open the familiar Windows' Save As dialog window where you select a destination folder and click the Save button. Note. The downloaded file is a usual Excel workbook (.

Select the cells or range of data you want to extract. Copy the selected data (Ctrl + C on Windows, Command + C on Mac). Paste the data into your desired application (e.g., another Excel file, Word document, or text editor) using Ctrl + V (Windows) or Command + V (Mac).

To start a new document based on your template, on the File menu, click New from Template, and then select the template you want to use.

Can you only create one document from a template? ›

You can create multiple documents from a template.

Open Word Template Files

To open a Word template file, which contains a template library, right-click the default. dotx file name and select Open. To open a Word template file, do not double-click its .

A template is a document type that creates a copy of itself when you open it. 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.