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Save initial template

all right everybody welcome back it's time to wipe out this data and save this form as a template that can be used over and over again without having to worry about oh I accidentally click the Save button and destroyed the original template so here we go first thing I want to do is close this form and when it asks me if I want to save the changes that is all the names I'm going to say no thank you that's why I saved this thing before I tested it out I'm going to close that farm then I'm going to go reopen you want to save your changes if you click don't save a recent copy of this will be temporarily available so I'm gonna say yeah don't save it and so now I'm going to reopen Microsoft Word and I'm going to reopen that recent document phone increase form here it is without all the stuff in it and by the way that little note about a temporary copy is available if I go to the file tab and I look here under manage versions here's an old version we won't be using that right now but that's what they were talking about an older version is still available but that's the version with the name filled in that's not what I want so here's my form ready to use now I want to save this as a template and again the idea of saving it as a template is when I fill in information and I click the Save button it will not write over my original template so here's how to save as a template going to my file menu I'm going to choose save as save it on my computer although the place that I choose to save it right now is almost unimportant because as I save it as a template it's gonna go somewhere else so I'm going to say put it on my computer maybe I'll say I want to put out right now in my practice files for a word folder so here we are and here is the actual current version of it right here but now I don't want to save it as a Word document I want to save this thing as a word template so when I click on word template notice it's now going to put it in a totally different folder that's why I was saying it hardly matters what folder you say you're gonna save it in because as soon as you say you're gonna make it a template it's gonna go in this magic folder here now you don't need to know that that folder is called custom office templates that's in the My Documents folder that's in the Documents folder that lives in the house that Jack built good news is you don't have to know where that is but let it put it there because that's the place that it will look for our templates later on so this is going to be our phone inquiry form notice the new filename extension instead of do C X for a regular document it's going to be do t4 template X all right I'm clicking save to save that template now let's remind ourselves how to use templates I'm going to close this document I'm going to restart word and I'm looking for templates so here's some templates over at the right hand side every time I open word unless I've told it not to show the Start screen I will see templates but I'm looking for my phone in query form and it's not actually on this list of my featured templates there is another choice here personal templates I click on personal templates ah there's my phone inquiry form by the way there's my personalized fax cover sheet from a previous lesson but I want the phone inquiry form so I'm going to click on that comes my phone inquiry form ready to put in a date and choose an agent and fill in the client name and all that kind of stuff and then once I've filled that in I can actually click Save and notice that it's not going to destroy the original even though I click Save I didn't have to worry about save as because when I open something from a template and then fill in information when I click Save it assumes I want to create a regular document not destroy the original template so I would tell it where to store it maybe on my computer or maybe in my practice files forward and I could save this as the call from furfle on May first I didn't really fill any information in there because we've already kind of practiced with it to see what it'll look like but you just have to make sure that you change the name of it here to reflect that this is a call from a particular person on a particular date and and you'll be good to go so that's the idea of setting up a form and making the form so that when you fill it in and click Save you are not destroying the original form by turning it into a template opening the template fill in the information for the person who's calling that one time and then you can click the Save button and you will not be destroying the temple so for the moment I'm gonna cancel out of there but I'd recommend you fill one in and then actually save that as a separate document so take a minute put our video on pause try out all your controls here fill it in with some real names and then click the Save button and save that maybe you'd like to make a little folder for your phone inquiry forms but make sure you do change the name of it to reflect who's calling and what day putting our video on pause