macOS: Creating Templates in Pages and Word

2 minute read
| Quick Tip

If you want to create a template to use over and over again in Pages or Microsoft Word—like for your company letterhead, for example—then both programs have an easy way to do it. In Pages, you’ll first configure your letterhead (or whatever) exactly the way you want it…

Letterhead document in Pages on the Mac

…and choose File > Save as Template.

"Save as Template" Option in Pages on the Mac

Pages will then ask you where you’d like to put it.

"Pages Asks You Where to Save" Dialog Box on the Mac

If you choose “Add to Template Chooser” and name your creation, then depending on how your preferences are set up, you’ll probably see it when you first open Pages under the “My Templates” section.

"My Templates" in Pages on the Mac

If you don’t see that Template Chooser when you launch Pages, then either change the preferences mentioned in the brilliant article by Jeff Butts I linked to above, or you can also hold down the Option key within the “File” menu, and “New” will switch to “New from Template Chooser.”

"New from Template Chooser" Option in Pages on the Mac

If, however, you decided to save the letterhead somewhere convenient instead of adding it to the Template Chooser, then you’ll of course see a new file at the location you picked. It’ll have the extension .template.

Pages Template File on Mac Desktop

When you double-click that file to open it, you can again decide to add it to the Template Chooser, or if you’d prefer, the “New Document” button will essentially create a copy of your creation that you can use without overwriting the original. Neat!

Pages Dialog Box When Template Is Opened on the Mac

In Word, things are a little different. You’ll still configure the document as you’d like the template to look, and then select File > Save as Template.

"Save as Template" in Word on the Mac

The location where it offers to save the thing is…a bit odd, but you’ll need to accept that placing if you want it to appear in Word’s default Templates menu.

Word's Template-Saving Location on the Mac

But to open your template after that, you’ll just start a new document in Word, choosing File > New from Template if you don’t see the program’s so-called Document Gallery upon launch:

Word's "New from Template" Option on the Mac

When you get to the Document Gallery afterward, you can pick “Personal” under the “New” tab to see any custom templates you’ve added.

Personal Templates in Word on the Mac

Whether you open a Word template that way or double-click it from the Finder, however, it’ll work the same way as it does in Pages—the program will create a copy of your file so that you can’t overwrite your original. Which is awesome and so much easier than just opening the same item again and again and using “Save As.” If I did it that way, I would write over my original at least 90 percent of the time because I’m a space cadet like that.

1
Leave a Reply

Please Login to comment
1 Comment threads
0 Thread replies
1 Followers
 
Most reacted comment
Hottest comment thread
1 Comment authors
Lee Dronick Recent comment authors

This site uses Akismet to reduce spam. Learn how your comment data is processed.

  Subscribe  
newest oldest most voted
Notify of
Lee Dronick
Member
Lee Dronick

Thank you!