This guide gives you a short introduction to different types of customised Word templates and how to choose the right ones for your most important communication and marketing material.
Customised Word templates are especially suitable for communication- and marketing material with similar content or structure. Here are the three most important types of customised templates that can be useful for you:
Basic Word templates can be used for stationery such as letters, memos, agendas, minutes, name tags etc. The templates can be designed as simple, easy to use documents that follow the guidelines for your company’s visual identity. It is easy to develop a range of templates for printed and digital materials that you need to be able to produce at a short notice, such as folders, name tags, invitations and programs for events.
Word templates are also suitable for larger reports and publications, such as annual reports, CSR-reports, product sheets, catalogues, fact sheets etc. Customised templates can include special content such as text boxes, tables, quotations, infographics and diagrams, which ensure a coherent and professional appearance every time. Content created in Word, Excel or PowerPoint can be used across your programs and platforms. For instance, it is possible to create templates in Excel using the fonts and colours from your corporate visual identity. This way your diagrams will always have the correct styling when copy-pasted to Word or uploaded to your website.
Advanced Word templates can be used to expedite or automate routine elements of your customer journey. This can be forms, contracts, tender requests, tenders and other large documents, which need to contain a mix of customised and standardised content. The templates can be optimised with advanced functionality, importing information from databases, legal information, terms and conditions, disclaimers etc., making it an easy tool in your daily work.
The three categories of templates have different strengths and can be used to optimise many processes and communication tasks in your company.
You should invest in templates that give the greatest positive effect on your company – both regarding quality and efficiency gains. Before you start a template project, you should consider the following questions:
The simple templates are easy to implement and can be used by all employees, while the more advanced and powerful templates may require employees with advanced Word skills and special training.
At BGRAPHIC we are experts in designing templates for MS Office. We advise you and help you decide which template you actually need and we design templates that are easy to use and support your communication and marketing goals. Give us a call at +45 70 22 87 89 to learn more about Word templates and how you may benefit from them.
1 March 2018