VERSION 1.0
2019.01.31
APPLYING A NEW TEMPLATE TO AN
EXISTING DOCUMENT
COURTESY OF THE PHARMASUG 2019 ACADEMIC TEAM
2019.01.31
Applying a New Template to an Exisng Document
1
APPLYING A NEW TEMPLATE TO AN EXISTING DOCUMENT
MICROSOFT WORD WALKTHROUGH
1. Open the Word document you would like to apply the template to, then click File > Opons to
open the Word Opons dialog box.
2. In the Word Opons dialog box, (1) click Add-ins in the le bar, (2) select Templates from the
Manage drop down list, and (3) click Go.
3. A new dialog box should appear for Templates and Add-ins. Check the “Automacally update
document” styles opon and click the Aach buon.
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Applying a New Template to an Exisng Document
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4. A new dialog box should appear for Aach Template. In this new box, (1) open the folder
containing the new template to be applied, (2) select the new template, and (3) click the Open
buon.
5. Click the OK buon when it returns to the Templates and Add-ins dialog box. The specied Word
template should now be applied to the exisng Word document.
MICROSOFT POWERPOINT WALKTHROUGH
1. Open the PowerPoint document you would like to apply the template to, then click the Design
tab and choose the buon in the Themes secon.
2. A new box should appear. Click the “Browse for Themes” opon at the boom of the box.
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3. A new dialog box should appear. In this new box, (1) open the folder containing the new
template to be applied, (2) select the new template, and (3) click the Apply buon.
4. The specied PowerPoint template should now be applied to the exisng PowerPoint document.
5. In some instances, porons of the exisng theme may be carried over. To ensure the slide is
using a layout from the new template, you can (1) select the desired slide and right click, (2)
select Layout, (3) select the desired Layout from the new window. Note that all possible layouts
will be included even the ones from the exisng theme. So be sure to select the one that
corresponds to the new theme. When rst opening the Layout window the current layout will
be selected.
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ADDITIONAL NOTES
For both the word document and the presentaon, minor adjustments may need to be accounted for
when converng to a new template. Some things to pay careful aenon to are:
1. If you had put anything into the original document by hand (e.g., another conference logo, your
company logo, page numbers, headers, footers, etc.), then those will sll appear in the new
template. You will need to check for and delete these items if they are inappropriate addions to
the new template. If you wish to keep these items in the new template, you will need to check
for their placement to make sure that they had transferred appropriately.
2. It is always a good idea to check spacing once you have applied your conversion. We want to
make sure that your paper is neat and clean with ed lines and paragraphs. Whenever
performing a conversion, some unavoidable adjustments may be made, so it is always worth an
addional check.
3. Be sure to check font coloring if the exisng and new templates dier in their color schemes.
Some font coloring may sll carry over (or accidently change), so you want to make sure that the
coloring matches the template and/or your personal choices within the document.
This is not an exhausve list of things to look for when reviewing the conversion. In general, once you
have converted the exisng document to the new template, it is a good idea to go through the
documents to ensure that miscellaneous informaon is not carried over and that the converted
document is easy to read with now major issues.
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The intent is not that there will be a 100% conversion of all aspects. But the approach described above
will convert a good poron of the material to the new template and save a lot of copying and pasng
from the exisng template to the new template.
REFERENCES
hps://support.oce.com/en-us/arcle/load-and-apply-a-personal-template-71262c90-1447-4109-
90f3-eb84f9d06c98
hp://www.readysetpresent.com/powerpoinemplateguide.htm
