Saving Templates

About this task

Ctrl + S

To Save the Current Template:

File > Save (via Letter Writer)

To Save as a New Template:

File > Save as Template (via Letter Writer)

Importing Templates Importing Templates Running Time: 25:13

Letters and Templates Letters and Templates Running Time: 46:53

Procedure

The routine for and results of saving a Letter Writer Template differ slightly depending on how the template was created, as explained following.
  • If you had begun a new letter from a blank document, and decided that you wanted to save it as a template, you would select File > Save as Template. You would be prompted to name it and save it to your list of templates.
  • If you had begun the new template, by selecting File > New > Blank Template, you could either;
    • Select File > Save
    • Press Ctrl + S
    • Follow Letter Writer's prompts to name it and save it to your list of templates.

  • If you had begun the new template, by selecting File > Modify Template, and then selected an existing User Defined template as the basis, you could either;
    • Select File > Save, or
    • Press Ctrl+S. This would save the existing template, replacing the old one. You would not be prompted for a new file name.
  • If you had begun the new template, by selecting File > Modify Template, and then selected an existing template (other than a User Defined) as the basis, you could either;
    • Select File > Save, or
    • Press Ctrl+S. This would save the template to the User Defined list of templates, with the same name.
    • Select a 'User Access' option:
      • All Users - These templates are available to everyone on your network. The icon in the template list is marked with the word ALL, in blue text, as seen in the image above.
      • Current User - These templates are available only to the user who created them. The icon in the template list is marked with the word USER, in violet.