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| | This is Chapter '''12''' of '''Getting Started with OpenOffice.org 2.x''' (Third edition), produced by the [http://oooauthors.org/ OOoAuthors group]. A PDF of this chapter is available from the [http://documentation.openoffice.org/manuals/oooauthors2/ OOoAuthors Guides page] at OpenOffice.org. | | This is Chapter '''12''' of '''Getting Started with OpenOffice.org 2.x''' (Third edition), produced by the [http://oooauthors.org/ OOoAuthors group]. A PDF of this chapter is available from the [http://documentation.openoffice.org/manuals/oooauthors2/ OOoAuthors Guides page] at OpenOffice.org. |
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| − | [[User_Manuals| << User Manuals page]]<br>
| |
| − | [[Getting Started| << Getting Started Table of Contents]]<br>
| |
| − | [[Getting Started/Getting Started with Math| << Chapter 11 Getting Started with Math]] |
| |
| − | [[Getting Started/Working with Styles|Chapter 13 Working with Styles >>]]
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| − |
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| | | | |
| | = What is a template? = | | = What is a template? = |
| − | A template is a model that you use to create other documents. For example, you can create a template for business reports that has your company's logo on the first page. New documents created from this template will all have your company's logo on the first page.
| + | {{:What is a template}} |
| − | | + | See [[Documentation/OOoAuthors User Manual/Getting Started/Setting a default template|Setting a default template]] for more information. |
| − | Templates can contain anything that regular documents can contain, such as text, graphics, a set of styles, and user-specific setup information such as measurement units, language, the default printer, and toolbar and menu customization.
| + | |
| − | | + | |
| − | All documents in OpenOffice.org (OOo) are based on templates. You can create a specific template for any document type (text, spreadsheet, drawing, presentation). If you do not specify a template when you start a new document, then the document is based on the default template for that type of document. If you have not specified a default template, OOo uses the blank template for that type of document that is installed with OOo. See [[#Setting a default template|Setting a default template]] for more information.
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| | This chapter shows you how to: | | This chapter shows you how to: |
| | | | |
| − | * [[#Using a template to create a document|Use a template to create a document]] | + | * [[Documentation/OOoAuthors User Manual/Getting Started/Using a template to create a document|Use a template to create a document]] |
| − | * [[#Creating a template|Create a template]] | + | * [[Documentation/OOoAuthors User Manual/Getting Started/Creating a template|Create a template]] |
| − | * [[#Editing a template|Edit a template]] | + | * [[Documentation/OOoAuthors User Manual/Getting Started/Editing a template|Edit a template]] |
| − | * [[#Setting a default template|Set a default template]] | + | * [[Documentation/OOoAuthors User Manual/Getting Started/Setting a default template|Set a default template]] |
| − | * [[#Organizing templates|Organize templates]] | + | * [[Documentation/OOoAuthors User Manual/Getting Started/Organizing templates|Organize templates]] |
| − | | + | |
| − | [[#top|Top of page]]
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| − | | + | |
| − | =Using a template to create a document=
| + | |
| − | | + | |
| − | To use a template to create a document:
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| − | | + | |
| − | # From the main menu, choose '''File > New > Templates and Documents'''. The Templates and Documents window opens. (See Figure 1.)
| + | |
| − | # In the box on the left, click the '''Templates '''icon if it is not already selected. A list of template folders appears in the center box.
| + | |
| − | # Double-click the folder that contains the template that you want to use. A list of all the templates contained in that folder appears in the center box.
| + | |
| − | # Click the template that you want to use. You can preview the selected template or view the template's properties:
| + | |
| − | #* To preview the template, click the '''Preview''' icon. A preview of the template appears in the box on the right.
| + | |
| − | #* To view the template's properties, click the '''Document Properties''' icon. The template's properties appear in the box on the right.
| + | |
| − | # Click '''Open'''. The Templates and Documents window closes and a new document based on the selected template opens in OOo. You can then edit and save the new document just as you would any other document.
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| − | | + | |
| − | : [[Image:TandDocs.png|Figure 1]]<br>Figure 1: Templates and Documents window.
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| − | | + | |
| − | [[#top|Top of page]]
| + | |
| − | | + | |
| − | =Creating a template=
| + | |
| − | | + | |
| − | You can create your own templates in two ways:
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| − | | + | |
| − | * [[#Creating a template from a document|From a document]]
| + | |
| − | * [[#Creating a template using a wizard|Using a wizard]]
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| − | | + | |
| − | ==Creating a template from a document==
| + | |
| − | | + | |
| − | To create a template from a document:
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| − | | + | |
| − | # Open a new or existing document of the type you want to make into a template (text document, spreadsheet, drawing, presentation).
| + | |
| − | # Add the content and styles that you want.
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| − | # From the main menu, choose '''File > Templates > Save'''. The Templates window opens (see Figure 2).
| + | |
| − | # In the '''New template''' field, type a name for the new template.
| + | |
| − | # In the '''Categories''' list, click the category to which you want to assign the template. (The category is simply the template folder in which you want to save the template. For example, to save the template in the "My Templates" folder, click the '''My Templates''' category.) To learn more about template folders, see [[#Organizing templates|Organizing templates]].
| + | |
| − | # Click '''OK'''. OOo saves the new template and the Templates window closes.
| + | |
| − | | + | |
| − | : [[Image:SaveTempl.png|Figure 2]]<br>Figure 2: Saving a new template.
| + | |
| − | | + | |
| − | Any settings that can be added to or modified in a document can be saved in a template. For example, below are some of the settings (although not exhaustive) that can be included in a Writer document and then saved as a template for later use:
| + | |
| − | | + | |
| − | * Printer settings: which printer, single sided / double sided, and paper size, and so on
| + | |
| − | * Styles to be used, including character, page, frame, numbering and paragraph styles
| + | |
| − | * Format and settings regarding indexes, tables, bibliographies, table of contents
| + | |
| − | | + | |
| − | [[#top|Top of page]]
| + | |
| − | | + | |
| − | ==Creating a template using a wizard==
| + | |
| − | | + | |
| − | You can use wizards to create these types of templates:
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| − | | + | |
| − | * Letter
| + | |
| − | * Fax
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| − | * Agenda
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| − | * Presentation
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| − | * Web page
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| − | | + | |
| − | For example, the Fax Wizard steps you through the following choices:
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| − | | + | |
| − | * Type of fax (business or personal)
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| − | * Document elements like the date, subject line (business fax), salutation, and complementary close
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| − | * Options for sender and recipient information (business fax)
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| − | * Text to include in the footer (business fax)
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| − | | + | |
| − | To create a template using a wizard:
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| − | | + | |
| − | # From the main menu, choose '''File > Wizards >''' type of template required (Figure 3).
| + | |
| − | # Follow the instructions on the pages of the wizard. This process is slightly different for each type of template, but the format is very similar.
| + | |
| − | # In the last section of the wizard, you can specify the name and location for saving the template. The default location is your user templates directory, but you can choose a different location if you prefer.
| + | |
| − | # Finally, you have the option of creating a new document from your template immediately, or manually changing the template. For future documents, you can re-use the template created by the wizard, just as you would use any other template.
| + | |
| − | | + | |
| − | : [[Image:TemplateWizard.png|Figure 3]]<br>Figure 3: Creating a template using a wizard.
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| − | | + | |
| − | [[#top|Top of page]]
| + | |
| − | | + | |
| − | | + | |
| − | =Editing a template=
| + | |
| − | | + | |
| − | You can edit a template's styles and content, and then, if you wish, you can reapply the template's styles to documents that were created from that template. (Note that you can only reapply styles. You cannot reapply content.)
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| − | | + | |
| − | To edit a template:
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| − | | + | |
| − | # From the main menu, choose '''File > Templates > Organize'''. The Template Management window opens (see Figure 4).
| + | |
| − | # In the box on the left, double-click the folder that contains the template that you want to edit. A list of all the templates contained in that folder appears underneath the folder name.
| + | |
| − | # Click the template that you want to edit.
| + | |
| − | # Click the '''Commands''' button.
| + | |
| − | # From the drop-down menu, choose '''Edit'''. The Template Management window closes and the selected template opens.
| + | |
| − | # Edit the template just as you would any other document. To save your changes, choose '''File > Save''' from the main menu.
| + | |
| − | | + | |
| − | : [[Image:TemplateMgt.png|Figure 4]]<br>Figure 4: Template Management window.
| + | |
| − | | + | |
| − | The next time that you open a document that was created from the changed template, the following message appears.
| + | |
| − | | + | |
| − | : [[Image:TemplateMsg.png|Figure 5]]<br>Figure 5: Apply current styles message.
| + | |
| − | | + | |
| − | Click '''Yes '''to apply the template's changed styles to the document. Click '''No '''if you do not want to apply the template's changed styles to the document. Whichever option you choose, the message box closes and the document opens in OOo.
| + | |
| − | | + | |
| − | '''Caution:''' If you choose '''No''' in the message box shown in , that message will not appear again the next time you open the document after changing the template it is based on. You will not get another chance to update the styles from the template, although you can use the macro given in the Note below to re-enable this feature.
| + | |
| − | | + | |
| − | '''Note:''' To re-enable updating from a template:
| + | |
| − | <ol>
| + | |
| − | <li>Use '''Tools > Macros > Organize Macros > OpenOffice.org Basic'''. Select the document from the list, click the +, and select Standard. If Standard has a + beside it, click that and select a module.</li>
| + | |
| − | <li>Name the macro. For example, you could call it FixDocument. If the '''Edit''' button is active, click it. If the Edit button is not active, click '''New''', type a module name in the pop-up dialog, and click '''OK'''.</li>
| + | |
| − | <li>In the Basic window, enter the following:</li>
| + | |
| − | <code>
| + | |
| − | Sub FixDocument
| + | |
| − | TemplateName = ThisComponent.DocumentInfo.Template
| + | |
| − | if TemplateName <> "" then
| + | |
| − | ThisComponent.DocumentInfo.Template = TemplateName
| + | |
| − | end if
| + | |
| − | End Sub
| + | |
| − | </code>
| + | |
| − | <li>Click the '''Run BASIC''' icon, then close the Basic window.</li>
| + | |
| − | <li>Save the document.</li>
| + | |
| − | </ol>
| + | |
| − | | + | |
| − | Next time when you open this document you will have the update from template feature back.
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| − | | + | |
| − | [[#top|Top of page]]
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| − | | + | |
| − | | + | |
| − | =Adding templates with Extension Manager=
| + | |
| − | | + | |
| − | The Package Manager was introduced in OOo 2.0.4 and renamed the Extension Manager in OOo 2.1. This feature provides an easy way to install collections of templates, graphics, macros, or other add-ins that have been "packaged" into files with a .OXT extension.
| + | |
| − | | + | |
| − | <ol>
| + | |
| − | <li>After you download a package, select '''Tools > Extension Manager''' from the menu bar. In the Extension Manager dialog (Figure 6), click '''Add'''.</li>
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| − | | + | |
| − | [[Image:ExtMgr1.png|Figure 6]]<br>Figure 6: Installing a package of templates.
| + | |
| − | | + | |
| − | <li>A file browser window opens. Find and select the package of templates you want to install and click '''Open'''.</li>
| + | |
| − | <li>On the Extension Manager dialog (Figure 7), select the package you just added and click '''Enable'''.</li>
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| − | | + | |
| − | [[Image:ExtMgr2.png|Figure 7]]<br>Figure 7: Enabling a newly-added package of templates.
| + | |
| − | </ol>
| + | |
| − | | + | |
| − | [[#top|Top of page]]
| + | |
| − | | + | |
| − | | + | |
| − | =Setting a default template=
| + | |
| − | | + | |
| − | If you create a document by choosing '''File > New > Text Document''' (or '''Spreadsheet''', '''Presentation''', or '''Drawing''') from the main menu, OOo creates the document from the Default template for that type of document. You can, however, set a custom template to be the default. You can reset the default later if you choose.
| + | |
| − | | + | |
| − | ==Setting a custom template as the default==
| + | |
| − | | + | |
| − | You can set any template to be the default, as long as it is in one of the folders displayed in the Template Management window.
| + | |
| − | | + | |
| − | To set a custom template as the default:
| + | |
| − | | + | |
| − | # From the main menu, choose '''File > Templates > Organize'''. The Template Management window (Figure 4) opens.
| + | |
| − | # In the box on the left, double-click the folder containing the template that you want to set as the default.
| + | |
| − | # Click the template that you want to set as the default.
| + | |
| − | # Click the '''Commands''' button.
| + | |
| − | # From the drop-down menu, choose '''Set As Default Template'''. The next time that you create a document by choosing '''File > New''', the document will be created from this template.
| + | |
| − | | + | |
| − | [[#top|Top of page]]
| + | |
| − | | + | |
| − | ==Resetting the default to OOo's in-built Default template==
| + | |
| − | | + | |
| − | To re-enable OOo's Default template for a document type as the default:
| + | |
| − | | + | |
| − | # From the main menu, choose '''File > Templates > Organize. '''The Template Management window (Figure 4) opens.
| + | |
| − | # In the box on the left, click any folder.
| + | |
| − | # Click the '''Commands''' button.
| + | |
| − | # From the drop-down menu, choose '''Reset Default Template'''.
| + | |
| − | | + | |
| − | [[#top|Top of page]]
| + | |
| − | | + | |
| − | | + | |
| − | =Organizing templates=
| + | |
| − | | + | |
| − | OOo can only use templates that are in OOo template folders. You can, however, create new OOo template folders and use them to organize your templates. For example, you might have one template folder for report templates and another for letter templates. You can also import and export templates.
| + | |
| − | | + | |
| − | To begin, choose '''File > Templates > Organize''' from the main menu. The Template Management window (Figure 4) opens.
| + | |
| − | | + | |
| − | '''Note:''' All the actions made by the '''Commands''' button in the Template Management window can be made as well by right-clicking on the templates or the folders.
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| − | | + | |
| − | ==Creating a template folder==
| + | |
| − | | + | |
| − | To create a template folder:
| + | |
| − | | + | |
| − | # In the Template Management window, click any folder.
| + | |
| − | # Click the '''Commands''' button.
| + | |
| − | # From the drop-down menu, choose '''New'''. A new folder called Untitled appears.
| + | |
| − | # Type a name for the new folder, and then press the ''Enter'' key. OOo saves the folder with the name that you entered.
| + | |
| − | | + | |
| − | [[#top|Top of page]]
| + | |
| − | | + | |
| − | ==Deleting a template folder==
| + | |
| − | | + | |
| − | You cannot delete template folders supplied with OOo or installed using the Extension Manager; you can only delete template folders that you have created.
| + | |
| − | | + | |
| − | To delete a template folder:
| + | |
| − | | + | |
| − | # In the Template Management window, click the folder that you want to delete.
| + | |
| − | # Click the '''Commands''' button.
| + | |
| − | # From the drop-down menu, choose '''Delete.''' A message box appears and asks you to confirm the deletion. Click '''Yes'''.
| + | |
| − | | + | |
| − | [[#top|Top of page]]
| + | |
| − | | + | |
| − | ==Moving a template==
| + | |
| − | | + | |
| − | To move a template from one template folder to another template folder:
| + | |
| − | | + | |
| − | # In the Template Management window, double-click the folder that contains the template you want to move. A list of all the templates contained in that folder appears underneath the folder name.
| + | |
| − | # Click the template that you want to move and drag it to the desired folder. If you do not have the authority to delete templates from the source folder, this action ''copies'' the template instead of moving it.
| + | |
| − | | + | |
| − | ==Deleting a template==
| + | |
| − | | + | |
| − | You cannot delete the templates supplied with OOo or installed using the Extension Manager; you can only delete templates that you have created.
| + | |
| − | | + | |
| − | To delete a template:
| + | |
| − | | + | |
| − | # In the Template Management window, double-click the folder that contains the template you want to delete. A list of all the templates contained in that folder appears underneath the folder name.
| + | |
| − | # Click the template that you want to delete.
| + | |
| − | # Click the '''Commands''' button.
| + | |
| − | # From the drop-down menu, choose '''Delete'''. A message box appears and asks you to confirm the deletion. Click '''Yes'''.
| + | |
| − | | + | |
| − | [[#top|Top of page]]
| + | |
| − | | + | |
| − | ==Importing a template==
| + | |
| − | | + | |
| − | If the template that you want to use is in a different location, you must import it into an OOo template folder.
| + | |
| − | | + | |
| − | To import a template into a template folder:
| + | |
| − | | + | |
| − | # In the Template Management window, double-click the folder into which you want to import the template.
| + | |
| − | # Click the '''Commands '''button.
| + | |
| − | # From the drop-down menu, choose '''Import Template'''. A standard file browser window opens.
| + | |
| − | # Find and select the template that you want to import and click '''Open'''. The file browser window closes and the template appears in the selected folder.
| + | |
| − | | + | |
| − | ==Exporting a template==
| + | |
| − | | + | |
| − | To export a template from a template folder to another location:
| + | |
| − | | + | |
| − | # In the Template Management window, double-click the folder that contains the template you want to export. A list of all the templates contained in that folder appears underneath the folder name.
| + | |
| − | # Click the template that you want to export.
| + | |
| − | # Click the '''Commands''' button.
| + | |
| − | # From the drop-down menu, choose '''Export Template'''. The Save As window opens.
| + | |
| − | # Find the folder into which you want to export the template and click '''Save'''.
| + | |
| − | | + | |
| − | [[#top|Top of page]]
| + | |
| − | | + | |
| − | | + | |
| − | <hr>
| + | |
| − | [[Getting Started/Getting Started with Math| << Chapter 11 Getting Started with Math]] |
| + | |
| − | [[Getting Started/Working with Styles|Chapter 13 Working with Styles >>]]
| + | |
| | | | |
| | {{CCBY}} | | {{CCBY}} |
| − | [[Category: Documentation]] | + | [[Category:Getting Started (Documentation)]] |
A template is a model that you use to create other documents. For example, you can create a template for business reports that has your company's logo on the first page. New documents created from this template will all have your company's logo on the first page.
Templates can contain anything that regular documents can contain, such as text, graphics, a set of styles, and user-specific setup information such as measurement units, language, the default printer, and toolbar and menu customization.
All documents in Apache OpenOffice (AOO) are based on templates. You can create a specific template for any document type (text, spreadsheet, drawing, presentation). If you do not specify a template when you start a new document, then the document is based on the default template for that type of document. If you have not specified a default template, AOO uses the blank template for that type of document that is installed with AOO.
See Setting a default template for more information.
