For example, imagine that once a month, the branch managers, assistant managers, and loan originators of a large banking institution have a meeting at one of the 12 branches. Some templates use interactive controls for user input. How to add an interactive component to a template Open your custom template under New > Personal. Click this category to see and open your saved templates. Once you have some custom templates in your Custom Office Templates folder, when you open Word and select New, Word provides a new category on the backstage menu called Personal. Next conference, the template is ready to get you started. Click Save As > Save As Type, choose Word Template from the list, and save as Meet+Greet.dotx. Before you exit, also save this document as a template. You can also create interactive templates to load on the Intranet, so others can fill in the blanks to print their own envelopes and letterhead, for instance.ġ1.

For example, you might create a template for your company’s newsletter, posters for a seminar, or invitations for corporate events. How to create custom templates in WordĬustom templates can be as simple or complex as needed. This Internet Café template has been modified and saved as a document brochure. Whenever you’re ready to create a new brochure, just open the template, enter the new data, and save the completed brochure as a document. Next, fill in all the other information and save it-this time, as a document, so you can print it out or share it with others. Then save it as a template again by pressing Ctrl+ S. Change the sections on the new template that will be on every brochure, such as the logo, or contact information. The best part? You do not need to add your credit card details to use the software for free.5. You too can get started with a 14-day free trial of SweetProcess to create and manage checklists at your organization. you can screen share you take them through the processes.”

We have a team of 20 in an offshore location that I’m not sitting with face-to-face. The time again is in the training and onboarding of staff…. “Saving money is in looking at the ability to quickly onboard and train people so they can start delivering a lot quicker. Lisa learned that with clear documentation and efficient onboard training, SweetProcess saved her company valuable money and time. When dealing with offshore staff, onboarding seems to take longer-but it doesn’t have to. So much time and resources are spent on training, and in the end, the impact may not be felt due to the ineffectiveness of the methods used. Employee onboarding is one area where businesses often waste money, especially if they lack a system to train new employees quickly.

Checklist template for mac word