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So
you think you know what a Template is?
Well,
what is it?
A
template is a blueprint for a document of a certain type - such as
letters, forms, or reports.
In
Microsoft Word, you can use templates to define the page setup, format documents, insert
"boilerplate" text, store macros, and other features.
Templates
also contain styles.
Styles
are used to customize the document’s formatting; this lets you format the text more
quickly and ensure that the text is consistent in all sections.
For
example, let’s say that you created three styles called RFPHeading1, RFPHeading2, and
RFPHeading3 in your RFP template.
…and
you then sent the RFP template to all the Bid Team members.
When
they use this template—and apply the three styles—all headings will appear the
exact same.
This
saves an immense amount of time when you are collating the team’s documents. It also ensures
that everyone is adhering to the corporate standards, or, at least, are one step
closer. After all, you can’t physically force them to apply the headings.
As
well as styles, Word has other advanced features such as form fields, which are
used to create forms, e.g. for application forms.
Form
fields are "boxes" that you fill in, and can include dates, check boxes, text,
drop down boxes, and other items. They can also include macros and messages to help the
user complete the form.
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Case Study Template
Pack