• support@bizmanualz.com
  • Home
  • Contact Us
  • About Us
  • Help
  • My Account
Policies and Procedures SOP Manual Template WordPolicies and Procedures SOP Manual Template WordPolicies and Procedures SOP Manual Template WordPolicies and Procedures SOP Manual Template Word
  • Policy
    Procedure
    Manuals
    • CEO 9-Manual Set-45% Off
    • CFO 5-Manual Set-34% Off
    • Policy Procedure Software
    • Accounting Manual
    • Finance Manual
    • IT Policy Manual
    • HR Policy Manual
    • Sales Marketing Manual
    • ISO 9001 Quality Procedures Manual
    • AS9100 D Quality Procedures Manual
    • ISO 22000 Food Safety HACCP Manual
    • Production Operations
    • Medical Office Procedures
    • Nonprofit Procedures
    • Construction Procedures
  • Document
    Management
    Software
    • Product & Benefits
    • OnPolicy Software Overview
    • On-Policy – 30-Day Free Trial
    • Testimonials
    • Resources
    • Subscribe to OnPolicy
    • Software, Procedure Manual Bundle
    • OnPolicy Help Introduction
  • Free
    Procedure
    Samples
    • Free Sample Policies and Procedures Template
  • How To
    Business
    Articles
    • Save Time Writing Procedures
    • Write Better Policies
    • Writing Procedure Manuals
    • Write Better Procedures
    • Strengthen Your Financials
      • Set Better Objectives
      • Tighten Accounting Controls
      • Improve Company Governance
      • Simplify Compliance
    • Improve Quality
      • Obtain ISO Certification
      • Make a Process Map
      • Implement ISO Quality
      • Improve Quality
      • Improve Management Systems
      • Increase Customer Satisfaction
      • Make Your Business Lean
      • Making Change Easier
    • Solve Business Problems
      • Organize Your Business
      • Business Startup
      • Be a Better Boss
      • Empower Employees
      • Grow Your Business
      • Find Business Improvements
      • Increase Innovation
    • Improve Business Processes
      • Better Sales and Marketing
      • Better Project Management
      • Improve Business Communication
      • Improve Internet Marketing
      • Improve Your Hiring Process
      • Improve Your Social Media
      • Improve Your Training
      • Improve Employee Health and Safety
      • Better Disaster Security Planning
    • Leverage Technology
      • Automate Policy Management
      • Improve Your Social Media
      • Increase Productivity
      • Analyzing Business Data
  • Lean ISO
    Consulting
    Training
    • Improve Your Training
    • Customer Testimonials
    • ISO 9001:2015 Classes | Internal Auditor Training St Louis MO
    • ISO 9001:2015 Classes | Lead Auditor Training St Louis MO
    • ISO 9000 Help | Lean Consulting Training St Louis MO
    • ISO Writer | Writing Policies and Procedures Training Class
    • Lean Training Class St Louis MO
    • FREE Quality
      Audit* Offer
0

How to Work with Microsoft Word Templates

Categories
  • Save Time Writing Procedures
Tags
  • Microsoft
  • templates
  • Word
  • Word templates
MS Word Procedure Template

MS Word Procedure Template

Microsoft Word Templates can be frustrating. Did you ever try making a procedure template for your procedures manual using Microsoft Word? Word templates that use the outlining and style features to set the formatting can act really peculiar, sometimes changing the formatting that you set up. When this occurs over and over — and over — again, it can be very frustrating. Why is this happening?

Microsoft Word TemplatesWord Templates

The problem with Word templates is mixing Word’s formatting widgets and style sheets with it’s concept of “template”. Microsoft Word’s implementation of style sheets, template styles, outlining styles, and – in general – anything to do with styles can be rather incomprehensible, even to insiders. I’m sure the original developers of Word had a defensible rationale for doing what they did at some point, but their model has been corrupted over the years by adding new features, changing features , and integration with Microsoft “Office” over the years.

What has resulted is a lot of confusion over typesetting terms (e.g., kerning and leading), document structure (headers, footers, indents, headings, etc.), and document layout (fonts, styles, spacing, pagination, widows, orphans, bullets, indexing, ad infinitum). Add to this changes in usage for desktop publishing, print publishing, and web publishing and most users don’t know what I’m talking about now.

What Are Word Templates?

Word templates (a “.dot” file) store your document structure, layout, font assignments (aka, styles), headers, footers, bullets, list numbering definitions, page definitions, and other typesetting functions found in Word. Some refer to this as a style guide. A Word template is not about content — it’s about the look and feel of your document (in the case of Bizmanualz, procedure manuals).

Some people may think of Bizmanualz content as a “procedure template”, but that use of the word conflicts with Microsoft’s interpretation. What we at Bizmanualz are providing are procedure examples — sample procedures. They are not templates according to the Microsoft definition.

In the end, we all want our procedures to have a consistent layout, font, size, etc. — the same “look and feel”. We want to have a standard format for everyone in the company to follow when writing procedures and when you are done have the formatting the way you expect it to be.

How Do You Lock In the MS Word Format?

Edit in Microsoft Word

Edit in Microsoft Word

It might be annoying to deal with how Microsoft Word reverts back to the default settings. But, the whole point of a Word SOP template is to create a format that locks your document design, or layout, so it can be used over and over again. That’s what Word templates are for and that’s what they’ll do when you use them as Microsoft’s developers designed them to be used. Once you change something, the confusion starts.

At Bizmanualz, we’d love to provide customized Word templates to go along with the sample procedures, but most people who purchase our products don’t know how to use Word templates. To supply them with document templates would only serve to confuse them. Currently, we use simple features — like headers, footers, and page numbering — in each of our procedures, yet these often result in technical support calls.

The confusion is related to the way Word objects inherit properties. Individual text characters inherit properties from words, words from paragraphs, paragraphs from the last paragraph or section or style or document, and eventually the template it originated from. We use the default template, which is in your template directory; it can be saved under another name, in any directory of your choosing.

But unless you explicitly save your macros, custom toolbars, menus, shortcuts, auto text entries, and all the other formatting information in a specific document template (e.g., my_special_template.dot), they’re stored in the global template, normal.dot. This means the tools you added to your “special” template are available to all documents on your computer, regardless of what document template is attached to your Word file.

So, even if we did supply a Bizmanualz template, you would have to make sure that that template was the one you used for all of your procedure changes. If you put files on a server and allow anyone to edit them, they may be using different template files or different versions of the “normal” template. Remember, the Word templates you used and perhaps changed are on your computer and may be different from the Word templates other people are using.

What Does “Easily Editable” Mean?

The first thing many companies want to do is change instances of “Bizmanualz”, “Bizmanualz, Inc.”, and “the Company” to their own company names. That’s easy enough. Find and select the “Replace” function.

Enter “Bizmanualz, Inc.” (or any proper name, phrase, etc.) in the “Find what:” text box and your company’s name (e.g., “AwesomeCo”) in the “Replace with:” box.

NOTE 2: “AwesomeCo” is used because it didn’t come up in an Internet search (surprised?). Click on the “Replace All” button and all instances of “Bizmanualz, Inc.” should read “AwesomeCo”.

That’s one example of what we mean by “fully editable”. See, once you purchase a Bizmanualz policies and procedures manual, it’s no longer a Bizmanualz document. It’s yours — change, remove, and insert whatever you feel is necessary.

Don’t make the mistake of thinking our policies and procedures products are ready to use “right out of the box” — they’re not. They’re written generally, so any company can use them. Edit, save, distribute, train on, implement, and use them.

NOTE 3: Be sure not to overwrite the original document, but use the “Save as…” function the first time you make a change to any document.

The editing process goes much faster if you’re a frequent user of Word. If you don’t know Word, get training or find someone who’s already been trained and had experience. The more you know about Word and its features, the easier the transformation process will be.

For More on Word Templates

Bizmanualz free policies and procedures come with formatting you can use, edit, and change. If the “auto-formatting” is getting in your way, you can edit the Word template, make the formatting changes as you type; another trick is to use the “Esc” key to ignore the style inheritance rules.

More Articles from Bizmanualz...

  • How to Reduce Document Control Mistakes with Document Control SoftwareHow to Reduce Document Control Mistakes with Document Control Software
  • Policy Procedure Word TemplatesPolicy Procedure Word Templates
  • Why Use Templates for Policies Procedures?Why Use Templates for Policies Procedures?
  • What are the Best Technical Writers Tools?What are the Best Technical Writers Tools?
  • What’s the Difference Between Policies and Procedures?What’s the Difference Between Policies and Procedures?
  • Five Document Management Tools You Can’t ResistFive Document Management Tools You Can’t Resist
  • How to Write Email Subject Lines that Get OpenedHow to Write Email Subject Lines that Get Opened
  • How Do You Write a Policies and Procedures Manual Template?How Do You Write a Policies and Procedures Manual Template?
  • How to Boost Organic Traffic by Improving SEO Keyword ResearchHow to Boost Organic Traffic by Improving SEO Keyword Research
  • What are Common Grammar Mistakes?What are Common Grammar Mistakes?
Share

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Products

  • AS9100 D Quality Procedures Manual AS9100 Quality Procedures Manual Rev D | ABR217M Aerospace Quality Procedures Manual $ 395.00 $ 297.00
  • Accounting Policy Procedure Manual MS-Word Template Accounting Policies and Procedures Manual
    Rated 4.50 out of 5
    $ 495.00 $ 397.00
  • Finance Policy Procedure Manual Finance Policies Procedures Manual | ABR42M
    Rated 4.20 out of 5
    $ 495.00 $ 347.00
  • it standard operating procedures IT Policies and Procedures Manual
    Rated 4.40 out of 5
    $ 495.00 $ 397.00
  • Human Resources HR Policy Procedure Manual HR Policies and Procedures Template | ABR41M
    Rated 3.89 out of 5
    $ 495.00 $ 347.00
  • Sales Marketing Policy Procedure Manual Sales Marketing Policies and Procedures Manual | ABR44M
    Rated 4.00 out of 5
    $ 495.00 $ 347.00
  • Security Policy Procedure Manual Security Policies and Procedures Manual $ 395.00 $ 297.00
  • Disaster Recovery Policy Procedure Manual Disaster Recovery Planning Manual
    Rated 4.00 out of 5
    $ 395.00 $ 297.00
  • ISO 9001 Procedures ISO 9001 2015 Procedures | ABR211M
    Rated 4.60 out of 5
    $ 495.00 $ 347.00
  • ISO 22000 Food Safety Procedures Manual ISO 22000 Food Safety Procedures Manual | ABR213M
    Rated 3.83 out of 5
    $ 395.00 $ 197.00
 Free Sample Policies Procedures

automation blog brand identity business business process communication compliance Covid customer cybersecurity data data analytics digital marketing Ecommerce email employee finance hiring internet marketing ISO 9001 lean management marketing metrics online policies policy procedures process productivity project management quality remote work risk security SEO social media software startup strategy team technology tools website writing

Get to Know Us

About Bizmanualz

Our Customers

Our Contributors

Featured Products

Business Manual Products

Free Policies and Procedures

Privacy Policy

FAQs

Risk Free Guarantee

Process Improvement

Contact Us

Top Business Blog Posts

What is a Procedure?

What are Policies and Procedures SOPs?

What is the Purpose of a Procedure Manual?

What is the Difference Between Policies and Procedures?

How to Create a Standard Operating Procedure

What are the Top 10 Core Business Processes?

Are Procedures the Same as Work Instructions?

What Business Policies Does Every Company Need?

How to Start Writing Policies and Procedures

Business Procedures

Accounting Manuals Template

Finance Procedures

HR Procedures

IT Policies and Procedures Templates

Sales Marketing Procedures

Quality Assurance Policy Statement and Procedures

Medical Office Procedures

Employee Handbook Manual

Aerospace Procedures

Food Safety Procedures

Security & Disaster Plans

Production Procedures

Procedure Writing Guide

Featured Manuals

  • Alt Text CEO Bundle and Document Management Software Package $ 2,495.00 $ 1,857.21 one time, and
    $ 990.00 / year
  • St. Louis ISO auditor training class ISO 9001:2015 Classes | Lead Auditor Training St Louis MO $ 2,395.00 – $ 3,270.00
  • Standard Operating Procedures (SOP) 9-Manual CEO Company Policies and Procedures Bundle | Save 45%
    Rated 4.23 out of 5
    $ 2,495.00 $ 1,997.00
  • CFO Responsibilities Financial Accounting Procedures 5-Manual CFO Internal Control Procedures Bundle| Save 34%
    Rated 4.64 out of 5
    $ 1,695.00 $ 1,497.00
  • AS9100 D Quality Procedures Manual AS9100 Quality Procedures Manual | ABR217M Aerospace Quality Procedures Manual $ 595.00 $ 499.00
Copyright ©1999-2022 Bizmanualz, Inc. All Rights Reserved | Sitemap | Privacy Policy
0
  • Home
  • Contact Us
  • About Us
  • Help
  • My Account
Go to mobile version