Creating a user manual may be a trial and error exercise in research, documentation, and formatting, but the final product makes the effort worthwhile. Microsoft Word’s templates provide the framework, allowing you to concentrate on the presentation of information about your product or service. While working within one of Word’s templates, you have the freedom to customize the document to your needs.

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• Scroll through the pages of the user manual template to get an idea of what’s included, what needs to change, and what needs to be added. For example, Word includes a generic title page, table of contents, headers, text blocks, and image placeholders, along with tips on user manual setup.
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Step 1

In Word, click the “File” tab and select “New.” Double-click the “Books” folder in the “Available Templates” window. Double-click the “Other books” folder. Double-click the “Professional manual” template. Word’s user manual template is just a starting point as you customize the manual to your requirements. The document downloads into a new Word window.

Step 2

Scroll through the pages of the user manual template to get an idea of what’s included, what needs to change, and what needs to be added. For example, Word includes a generic title page, table of contents, headers, text blocks, and image placeholders, along with tips on user manual setup.

Step 3

Highlight a header or block of text. Type over it with your manual information. You'll probably copy existing text from another document and paste it directly into the template text boxes. Replace all of Word’s placeholder text with your own. Fill the manual as required; you may want to add the text first, then the headers and images, or you may want to work linearly from the first page through the end.

Step 4

Right-click a placeholder picture or image and click the “Delete” key to remove it. To add your images, click the “Insert” tab, then the “Picture” button. Browse to the image and double-click it. This is also an ideal way to brand the manual by adding your company logo on the cover page and elsewhere in the document.

Step 5

Click the “Home” tab. Check the options in the Styles section of the ribbon. These dictate how sections of your manual appear, such as the main paragraph text and the headings. If you want to use elements other than what the template offers, right-click one of the styles, such as 'Heading 1,' and choose “Modify.” Reformat the header and click “OK.” All Heading 1 styles are changed, so you don’t have to go through them individually. This is a great way to ensure your manual conforms to your company's internal style requirements.

Step 6

Scroll to the first page of the template, which is the cover in most templates. Make sure all placeholder text has been replaced with information about your product or service.

Step 7

The table of contents shows the generic template headers. Right-click the table of contents and choose “Update Field.” Click the “Update entire table” radio button, then click “OK.” This changes the table of contents to reflect your new headers and page numbers.

Click the “File” tab and select “Save As.” Enter the user manual’s file name in the “File name” field, choose where to save the document on your computer, and click the “Save” button.

Tip

• Your user manual requirements will dictate some of your choices in setting up Word. For example, you may prefer single pages to booklet style. In the former case, you can stick with Word's default page setup of 8.5 inches by 11 inches. Other Word templates use multipage layouts in other sizes and orientations.

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Templates are files that help you design interesting, compelling, and professional-looking documents, presentations, and workbooks. A template is simply a starting point. You create it once and it can be used over and over again. The formatting is already complete; you add what you want to the template and then save it as a document, presentation, or workbook.

To create a template, you can start with a document, presentation, or workbook that you already created, one you downloaded, or a brand new one that you decide to customize in any number of ways.

Word

Save a document as a template

1. Open the Word document that you want to save as a template.

2. On the File menu, click Save as Template.

3. In the Save As box, type the name that you want to use for the new template.

4. (Optional) In the Where box, choose a location where the template will be saved.

5. Next to File Format, click Microsoft Word template (.dotx), or, if your document contains macros, click Microsoft Word Macro-Enabled template (.dotm).

6. Click Save.

   Unless you select a different location, the template is saved in /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.

   To change where Word automatically saves your templates, on the Word menu, click Preferences, and then under Personal Settings, click File Locations. Under File Locations, select User templates from the list, and then click Modify. Type the new folder and path you want to use, and Word will save any new templates in that folder.

Create a new template based on another template

You can customize an existing template to make it even more useful. Add static information to the existing template, and then save the file again (as a template).

1. On the File menu, click New from Template.

2. Click a template that is similar to the one you want to create, and then click Create.

   Note: If you can't find a template, you can search for it based on keywords in the Search All Templates box.

3. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new documents that you base on the template.

4. On the File menu, click Save as Template.

5. In the Save As box, type the name that you want to use for the new template.

6. (Optional) In the Where box, choose a location where the template will be saved.

7. Next to File Format, click Microsoft Word template (.dotx), or, if your template contains macros, click Microsoft Word Macro-Enabled template.

8. Click Save.

   Unless you select a different location, the template is saved in /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.

   To change where Word automatically saves your templates, on the Word menu, click Preferences, and then under Personal Settings, click File Locations. Under File Locations, select User templates from the list, and then click Modify. Type the new folder and path you want to use, and Word will save any new templates in that folder.

Use your template to create a new document

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.

Delete a template

1. In the Finder, open /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.

2. Drag the templates that you want to delete to the Trash.

PowerPoint

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Create a PowerPoint template

1. Open a blank presentation, and then on the View tab, click Slide Master.

   The slide master is the largest slide image at the top of the slide thumbnail list. Associated layouts are positioned beneath it.

2. To make changes to the slide master or layouts, on the Slide Master tab, do any of these:

   • To add a colorful theme with special fonts, and effects, click Themes, and pick a theme.

   • To change the background, click Background Styles, and pick a background.

   • To add a placeholder for text, picture, chart, and other objects, in the thumbnail pane, click the slide layout that you want to hold the placeholder. From Insert Placeholder, pick the type of placeholder you want to add, and drag to draw the placeholder size.

Save your presentation as a PowerPoint template

1. Open the presentation that you want to save as a template.

2. On the File tab, click Save as Template.

3. In the Save As box, type the name that you want to use for the new template.

4. (Optional) In the Where box, choose a location where the template will be saved.

5. Next to File Format, click PowerPoint Template (.potx), or, if your presentation contains macros, click PowerPoint Macro-Enabled Template (.potm).

6. Click Save.

   Unless you select a different location, the template is saved in /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.

Create a new template based on another template

You can customize an existing template to make it even more useful. Add static information to the existing template, and then save the file again (as a template).

1. On the File menu, click New from Template.

2. Click a template that is similar to the one you want to create, and then click Create.

   Note: If you can't find a template, you can search for it based on keywords in the Search All Templates box.

3. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new presentations that you base on the template.

4. On the File menu, click Save as Template.

5. In the Save As box, type the name that you want to use for the new template.

6. (Optional) In the Where box, choose a location where the template will be saved.

7. Next to File Format, click PowerPoint Template (.potx), or, if your template contains macros, click PowerPoint Macro-Enabled Template (.potm).

8. Click Save.

   Unless you select a different location, the template is saved in /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.

Use your template to create a new presentation

To start a new presentation based on a template, on the File menu, click New from Template Atlas.ti 8 mac manual. , and then select the template you want to use.

Delete a template

1. In the Finder, open /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.

2. Drag the templates that you want to delete to the Trash.

Excel

Save a workbook or sheet as a template

1. Open the workbook that you want to save as a template.

2. On the File menu, click Save as Template.

3. In the Save As box, type the name that you want to use for the new template.

4. (Optional) In the Where box, choose a location where the template will be saved.

5. Next to File Format, click Excel Template (.xltx), or, if your workbook contains macros, click Excel Macro-Enabled Template (.xltm).

6. Click Save.

   Unless you select a different location, the template is saved in /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.

Create a new template based on another template

You can customize an existing template to make it even more useful. Add static information to the existing template, and then save the file again (as a template).

1. On the File menu, click New from Template.

2. Click a template that is similar to the one you want to create, and then click Create.

   Note: If you can't find a template, you can search for it based on keywords in the Search All Templates box.

3. Add, delete, or change any content, graphics, or formatting, and make any other changes that you want to appear in all new workbooks that you base on the template.

4. On the File menu, click Save as Template.

5. In the Save As box, type the name that you want to use for the new template.

6. (Optional) In the Where box, choose a location where the template will be saved.

7. Next to File Format, click Excel Template (.xltx), or, if your template contains macros, click Excel Macro-Enabled Template (.xltm).

8. Click Save.

   Unless you select a different location, the template is saved in /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.

Use your template to create a new workbook

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

Delete a template

1. In the Finder, open /Users/username/Library/Group Containers/UBF8T346G9.Office/User Content/Templates.

2. Drag the templates that you want to delete to the Trash.

Word

Save a document as a template

1. Open the document.

2. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new documents that you base on the template.

3. On the File menu, click Save As.

4. On the Format pop-up menu, click Word Template (.dotx).

5. In the Save As box, type the name that you want to use for the new template, and then click Save.

   Unless you select a different location, the template is saved in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

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6. On the File menu, click Close.

   To organize templates, use the Finder to create a new folder in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates, and then save your template in the new folder.

   Note: If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION.

Create a new template based on another template

You can customize an existing template to make it even more useful. Add static information to the existing template, and then save the file again (as a template).

1. On the Standard toolbar, click New from template .

2. In the left navigation pane, under TEMPLATES, click All.

   Note: If you can't find a template, you can search for it based on keywords in the Search box.

3. Click a template that is similar to the one that you want to create, and then click Choose.

4. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new documents that you base on the template.

5. On the File menu, click Save As.

6. On the Format pop-up menu, click Word Template (.dotx).

7. In the Save As box, type the name that you want to use for the new template, and then click Save.

   Unless you select a different location, the template is saved in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

   To organize templates, use the Finder to create a new folder in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates, and then save your template in the new folder.

   Note: If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION.

Use a template to create a new document

1. On the Standard toolbar, click New from template .

2. In the left navigation pane, under TEMPLATES, click My Templates.

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   Note: If you created folders to organize your templates, the folders are displayed under My Templates. You need to click the folder to see the templates.

3. Click the template that you created, and then click Choose.

Delete a template from My Templates

1. In the Finder, open /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

   Note: If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

2. Drag the templates that you want to delete to the Trash.

PowerPoint

Save a presentation as a template

1. Open the presentation that you want to create the new template from.

2. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new presentations that you base on the template.

3. On the File menu, click Save As.

4. On the Format pop-up menu, click PowerPoint Template (.potx).

5. In the Save As box, type the name that you want to use for the new template, and then click Save.

   Unless you select a different location, the template is saved in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

   To organize templates, use the Finder to create a new folder in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates, and then save your template in the new folder.

   Note: If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION.

Create a new template based on another template

You can customize an existing template to make it even more useful. Add static information to the existing template, and then save the file again (as a template).

1. On the Standard toolbar, click New from template .

2. In the left navigation pane, under TEMPLATES, click All.

   Note: If you can't find a template, you can search for a template based on keywords in the Search box.

3. Click a template that is similar to the one that you want to create, and then click Choose.

4. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new documents that you base on the template.

   If you want to make one change to replicate it in several slide layouts, rather than changing each layout or slide individually, you can edit slide masters.

5. On the File menu, click Save As.

6. On the Format pop-up menu, click PowerPoint Template (.potx).

7. In the Save As box, type the name that you want to use for the new template, and then click Save.

   Unless you select a different location, the template is saved in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

   To organize templates, use the Finder to create a new folder in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates, and then save your template in the new folder.

   Note: If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION.

Use a template to create a new presentation

1. On the Standard toolbar, click New from template .

2. In the left navigation pane, under TEMPLATES, click My Templates.

   Note: If you created folders to organize your templates, the folders are displayed under My Templates. You need to click the folder to see the templates.

3. In the right navigation pane, you can select the colors, font, and slide size for the template.

4. Click the template that you created, and then click Choose.

Delete a template from My Templates

1. In the Finder, open /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

   Note: If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

2. Drag the templates that you want to delete to the Trash.

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Excel

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Save a workbook or sheet as a template

1. Open the workbook that you want to create the new template from.

2. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new documents that you base on the template.

3. On the File menu, click Save As.

4. On the Format pop-up menu, click Excel Template (.xltx).

5. In the Save As box, type the name that you want to use for the new template, and then click Save.

   Unless you select a different location, the template is saved in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

   To organize templates, use the Finder to create a new folder in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates, and then save your template in the new folder.

   Note: If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION.

Create a new template based on another template

You can customize an existing template to make it even more useful. Add static information to the existing template, and then save the file again (as a template).

1. On the Standard toolbar, click New from template .

2. In the left navigation pane, under TEMPLATES, click All.

   Note: If you can't find a template, you can search for a template based on keywords in the Search box.

3. Click a template that is similar to the one that you want to create, and then click Choose.

4. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new documents that you base on the template.

5. On the File menu, click Save As.

6. On the Format pop-up menu, click Excel Template (.xltx).

7. In the Save As box, type the name that you want to use for the new template, and then click Save.

   Unless you select a different location, the template is saved in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

   To organize templates, use the Finder to create a new folder in /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates, and then save your template in the new folder.

   Note: If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION.

Use a template to create a new workbook

1. On the Standard toolbar, click New from template .

2. In the left navigation pane, under TEMPLATES, click My Templates.

   Note: If you created folders to organize your templates, the folders are displayed under My Templates. You need to click the folder to see the templates.

3. Click the template that you created, and then click Choose.

Delete a template from My Templates

1. In the Finder, open /Users/username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

   Note: If you are using Mac OS X 7 (Lion), the Library folder is hidden by default. To show the Library folder, in the Finder, click the Go menu, and then hold down OPTION .

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2. Drag the templates that you want to delete to the Trash.