Each time you open Word, wouldn’t it be great if the template you needed was right there waiting for you? Do you get frustrated trying to find files as you begin your work day?
Logging in to Google Docs or Dropbox
Searching for an e-mail you filed away in a mail folder
Digging through your downloads…
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Margins, Headers, and Fonts–Oh, My!
As transcriptionists, we usually have more than one template that we have to keep on hand. Sometimes it’s a hanging indent, sometimes it’s a numbered-line template. The document settings will vary for font type, font size, margins, headers, etc., depending on which company you are subcontracting with.
Recently it crossed my mind that I could save time each day by simply saving my most-used transcription templates as Word Templates so that they will appear in the start screen for Microsoft Word. I can choose which one I need for that job and won’t have to go hunting for them! They will all be together on a screen like this.
First, open the template in Microsoft Word.
This can be used for any document that has been pre-formatted by you or the company you work for.
In the File Menu, click Save as Template.
The file format should automatically be set to Microsoft Word Template (.dotx)
This is especially helpful if you work for multiple companies so you can keep all the files in easy reach.
To keep the files organized by company name, use the company name in the file name and they will appear in alphabetical order in your Word start-up screen.
(e.g., Awesome Company_Hanging Indent Template.dotx)
Now, when you are ready to open a template, simply go to File Menu, then click on New from Template.
If you are opening Microsoft Word fresh and see this screen, you can open your template directly from there.
Little things like searching for files add up quickly and can leave you wondering where the day went. The good news is you can learn to streamline tasks by being intentional and questioning your processes.
Malcolm Gladwell says in his book, The Tipping Point: How Little Things Can Make a Big Difference:
“The Band-Aid solution is actually the best kind of solution because it involves solving a problem with the minimum amount of effort and time and cost.”
Think of this solution as one of many Band-Aids in your arsenal of productivity. 🙂
What other Band-Aids could we be using to make our job easier?