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Introduction to WordPerfect Templates
Planning Your WordPerfect Template
 More of this Feature
• Creating Your WordPerfect Template
 
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The ability to create templates in WordPerfect is undeniably one of the program’s best features. By using templates to create your documents, you can avoid spending time on formatting and entering text, such as your address, that will remain constant in similar documents. Further, you can include tools and select options that will make your work easier. This means you can spend more time on the document’s content and leave the rest up to the template.

For those who are unfamiliar with templates, a template is, simply put, a style guide for documents. A WordPerfect template can contain formatting, styles, boilerplate text, headers, footers, and macros, in addition to other customized settings.

Before you create your WordPerfect template, it is 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 documents created from the template, but the little time you spend planning will save you more time in the long run. Here are some tips on what to include:

  • If you're creating a WordPerfect template to use as a letter, insert a date field that will update automatically each time the template is opened.
  • Again, if the template will be used to create letters, include your address and contact information.
  • Headers and footers. Use fields for information that may change but will always contain the same type of information (i.e., page numbers, document title, file path, etc.).
  • Any text that will be included in all documents based on the template.
  • Columns, margins, tabstops, endnotes, footnotes, etc.
  • Macros. If you want to use specific macros with the document, include them with the template.
  • If your document contains different regions with different formatting, but these regions will not be distinguishable on a blank page, use a descriptive name as placeholder text (i.e. Title, heading, body, or the like). When you open a new document based on the template, you can simply highlight the placeholder text and type over it; text entered in its place will contain the same formatting.
Once you have outline of what you want to include in the WordPerfect you are ready for the next step.



Next: Creating Your WordPerfect Template

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