Softwares We Suggest

How to create a template in Google Docs

by
on 05/11/2022
A hero image for Google Docs app tips with the Google Docs logo on a blue background
Scroll Down

Google Docs comes with a handful of templates, but they’re limited to things like book reports, basic business letters, and—surprisingly—a pet resume. But what if you’re not looking to write a 10-page dissertation on why The Giving Tree by Shel Silverstein is the most depressing children’s book on the planet? And your beloved pet chinchilla only needs so many resumes…

Here, I’ll show you how to create your own template in Google Docs, so you can have it at the ready for any documents you need to write on a regular basis.

Note: Templates are limited to users with a Google Workspace account for organizations. If you have a personal account, jump to how to create a template in Google Docs with a personal Google account for a workaround. 

How to use a premade template in Google Docs 

When you’re crunched for time—or, in my case, creativity—using an existing Google Docs template can be really handy. Here’s how to find those premade templates. 

  1. From your suite of Google apps, which can be found in your Google home screen, choose Docs. Or go directly to docs.google.com.

    Portion of Google's home screen with the icon for the menu of Google apps highlighted and an arrow pointing to Google Docs.

  2. Select Template gallery to view Google’s assortment of premade templates. 

    Google Docs home screen with the "Template gallery" button highlighted. A row of premade Google Doc templates appear below the button.

    Note: If you can’t find Template gallery, select the menu icon (≡) in the top-left corner of the Google Docs home screen > Settings > Display recent templates on home screens > OK.

  3. Select a template from the gallery, and you’re all set!  

How to create a template in Google Docs 

If Google’s premade templates just aren’t cutting it, you can also create a brand new template. 

  1. From the Google Docs home page, under Start a new document, select Blank. Or, if you have an existing document you’d like to turn into a template, copy and paste it into a new document, and save it under a unique title. You’ll need this later.

    Google Docs home screen. In a row of Google Docs templates, an arrow points to the "Blank" template on the far left side of the row.

  2. Create your new template. 

    Example of a new Google Docs template: a bio for adoptable docs. Arrows point to examples of the following placeholder text: "[TK name of dog]" and "[TK image of dog]."

    Note: Google Docs doesn’t include placeholders for the text or images you’ll replace when using the template. Instead, you can type something you’ll remember to replace—perhaps XX for dates or NAME for a spot where you’ll type a name.

    Tip: Want to make sure you don’t forget to replace any of your placeholder text? Try this journalist trick: Use the text TK and a short description of the field that needs to be updated as your placeholder. To remind yourself where the placeholder text begins and ends, bookend the text with brackets [ ]. For example, [TK name] or [TK insert image]. When you’re ready to edit the document, simply search for TK. (TK is handy because it appears in very few words in the English language.)

  3. Save the document with a unique title.

  4. From the Google Docs home screen, select Template gallery > your organization’s name > Submit template.

    Template gallery in Google Docs for Zapier's Google Workspace account. An arrow points to the "Submit template" button on the far right.

    Note: You can only submit a template if you have permission from your organization to modify the sharing settings of your template.

  5. In the Submit a template window that appears, click Select a document > choose the desired template > click Open. 

    A search window for documents stored in Google Drive. In the "My Drive" tab, a thumbnail for an existing template is selected. An arrow points to the "Open" button in the bottom-right corner.

  6. Back in the Submit a template window, you’ll also need to select a category for your file. Click Submit. 

    A pop-up window to "Submit a template" in Google Docs. The template titled "[Template example] Bios for adoptable docs" is attached and its category is "Basics." There's a "Submit" button in the bottom-right corner of the window.

    To find your new template, go to Template gallery > your organization’s name.

How to create a template in Google Docs with a personal Google account

If you have a personal Google account—not a Google Workspace account for organizations—you can’t save your Google Docs as an “official” template, but you can get creative. 

  1. Create your document as if it’s a template, and save it with a unique title. For example, Template: Weekly to-do list. 

  2. When you need to use the template, open the file from your Google Drive > File > Make a copy. 

    Portion of a Google document titled "[Template: Weekly to-do list]." The "File" tab is highlighted with a dropdown menu. An arrow points to "Make a copy" from the dropdown menu.

  3. Rename the document, store it in the appropriate folder, and click Make a copy.  

    A pop-up window to "Copy document" in Google Docs. The copied document has been renamed to "Weekly to-do list: Week of Oct. 31" and it's stored in the folder "Jess Lau." The button "Make a copy" is in the bottom-right corner of the window.

You’re all set! Just repeat those steps every time you need to use your makeshift template.

Autopopulate your Google Docs templates with Zapier 

Some templates are chock-full of TK fields (those fields that need to be filled out). And if your templates are so critical that you can’t risk inputting information incorrectly, you’ll want to automate the process. 

Here are a couple ways to automatically create and autopopulate a template: 

This article was originally published in May 2017 by Matthew Guay.

Source link

klynik

Need Any Technology Assistance? Call Pursho @ 0731-6725516