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Create a new template

You can create a new template from scratch.

However, if you duplicate an existing template, you'll have less customization to do to the template.

To do this task

  1. Go to the Lists menu and click Templates. Shortcut

  2. Click Templates at the bottom of the list and then click New.

  3. Select the type of business form you want to use with the new template and then click OK.

  4. Click Manage Templates and in the Template Name field, enter the name for the new template.

  5. Customize the template to suit your needs.

  6. (Optional) If you want to change the layout of the form, click the Layout Designer.

  7. View the form onscreen and in print preview.

    "Seeing how your form looks onscreen and on the printed form" expando topic goes here
  8. Click OK to save the new template with your changes.

Now you can use the form.

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