![]() To save a document as a template, here’s how you do it in the various versions of Word: The trick to making a Word document into a template is how you save it. I’d put in whatever form elements I want to use as “boilerplate.” I could, for example, put in bare bones of a federal court pleading header, my special table-based “footer trick,” and a form Certificate of Service.Just remember to strip out anything client-specific.) (You can also take a previously-saved document if you’re looking to make a template for, say, a certain type of discovery requests, etc. And I’ll even let you watch over my shoulder while I do it. What’s that? You don’t know how to create a template? You’re in luck. A template will have all the basic elements of your document in it (a signature block, a custom header/footer, whatever you need), saving you repetitive effort every time you create a new document. ![]() Ever get tired of creating the same document type, over and over, from scratch? Then don’t.
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