Creating Custom Templates in MS Word

I have come to the bittersweet conclusion that y’all don’t need my formatting wizardry much anymore. At least not you fiction writers. The good news is the reason why: The major sites for self-publishing have caught up with the tools most commonly in use (mostly, Word), and the conversions are better than ever. You can upload a formatted Word doc to Amazon, Barnes & Noble, Smashwords, Direct2Digital and, if you’ve followed the basic best practices for ebook formatting, the results will be professional. You can even use Word to lay out a print edition for Amazon. (And if your version of Word has the capability, you can export a pdf that will work for IngramSpark.)

The biggest problem Do-It-Yourselfers run into isn’t ability, but lack of experience. I do multiple ebook formats and print layouts every week. My routines are down pat. But when you’re only doing one format a year it can be like re-inventing the wheel each time.

The solution? Make custom templates. You can make multiple templates: one for composition; another for editing; one for ebook formatting; another for print layouts. (Don’t be put off by the word “template.” If you are using MS Word, then with every new document you create you are using a template–Word’s template.)

For an ebook it’s super easy to make a boilerplate template that includes your standard front and back matter. When you’re ready to format, all you have to do is fill in the blanks, update whatever needs updating, import your text, style the headings and such. Boom. Twenty minutes. Ready to go.

Below is a custom template I made for a friend:

STEP BY STEP TO CREATE A TEMPLATE

1. Open a new blank doc in Word.
2. Save As into a .dotx file and give it a name such as Ebook Template.dotx
   Word will place the file into a folder called Custom Office Templates. (You can, if you wish, create your own  template folder, and then copy/paste your template into that.)
3. Open the Styles pane and click “Manage Styles”
   In the toolbox:
   Check the box for “New documents based on this template”
   Hide or delete any styles you do not want showing in your template
   Click Okay.
   
4. In the Styles pane click “Options…”
   Check the boxes that best fit how you work.
   
5. Modify and/or create new styles for use in this template.
   NOTE: It’s unnecessary to do more than the basics that you will require in a bare bones format. If you need additional styles for a project it’s super easy to add them to your working document. Or, you can update the template itself.

The sample above is a template I created for markup documents to provide to my clients when they are proofreading their ebooks. It has only four paragraph styles and two character styles. The navigation guide is created automatically when I use Heading styles. Super simple.

USING YOUR TEMPLATE

To use the template to create a new document:

1. Open the template
2. Save As into a .docx file with a new name (MyOpusMagnus.docx)
3. Start typing (Normal will be the default style. Apply other styles as necessary.)

To use the template for existing text (requires some prep work):

1. Open the doc containing the text you want to use
2. Save As with a new file name to preserve the original
3. Tag the italics; make sure all scene breaks are clearly marked; make sure all deliberate blank lines are clearly marked (such as stanza breaks in poems)
4. Delete all tabs; convert any soft returns into hard returns*
5. Copy the text and paste it into a text editor (such as Notepad on a PC)
6. Clean up the text to remove extraneous formatting, extra spaces and unneeded blank lines
7. In Word, open the template
8. Save As into a .docx file with your document name
9. Copy the cleaned up text in the text editor and paste it into your new doc (everything will be styled as Normal)
10. Restore the italics
11. Go through the doc and apply styles where necessary

• *Quick way to delete tabs with Find/Replace. In the Find field type ^t and leave the Replace field blank. Click Replace All.
• Convert soft returns with Find/Replace: In the Find field type ^l and in the Replace field type ^p. Click Replace All.

Crafting a template for a print layout is a little trickier. It’ll probably take another blog post. The same principles apply. It’s all about styles. If you all want a post about print layouts, say the word and I’ll get on it.

By the way, if your do-it-yourselfing needs a bit of a jumpstart, I’m more than happy to create a custom ebook template for you. It’ll cost you ten to twenty-five bucks, depending on the complexity, but you’ll be able to use it over and over again for stellar results every time. Contact me at jayewmanus at gmail dot com.

Advertisement

I Finally Did It: WORD FOR THE WISE is now an ebook

I know, I know, I haven’t posted in ages. I’ve been very busy. Anyone want to know how to scan and restore foreign edition paperbacks and turn them into ebooks and print books without being able to understand the words? *crickets* No? Okay, on to the subject at hand.

After years of cleaning and processing MS Word docs, and posting tips and tricks and hacks for using Microsoft Office Word for writing and self-publishing, and answering a lot of emails about problems with Word, I finally compiled that hard-earned knowledge into a book.

Here’s an excerpt from the Introduction:

Word is an excellent word processor, one of the most powerful on the market. All that power comes with a price: Where the act of composing fiction or nonfiction is a simple process (in technical terms) Word is complicated. It’s right there in the name itself: Microsoft Office Word. It’s a productivity program for businesses; not a publishing program for writers of commercial fiction and nonfiction.

For writing a report or a business proposal or a policy & procedures manual, it’s one of the best programs around. For writers, though? It’s kind of like driving a Porsche Carrera to the grocery store.

Even so, just about every writer I deal with uses Word. Even Mac users. Even writers who wouldn’t touch a Microsoft program send material that has been exported as a Word doc. Word is everywhere thanks to Microsoft having installed it on all Windows PCs for decades. (They no longer give away the Microsoft Office Suite; Word must now be licensed via subscription.)

Smashwords, the largest and heartiest of the aggregators for self-publishers to distribute and sell ebooks, converts Word docs into a wide variety of ebook platforms. (A publisher can also upload an EPUB file to Smashwords.) Other sites now allow self-publishers to upload Word docs. Even Amazon allows it. The conversion processes they use are programmed to recognize and modify the HTML coding in a Word doc.

Writers are using Word to compose their work, and some use it to format ebooks, and others use it to format print-on-demand editions. Even some professional ebook and print formatters use Word. Word might not be the best word processor for writers, but it is everywhere and it’s not going away for a long, long time.

I have processed thousands of Word docs, millions and millions of words, from hundreds of clients. The majority of those writers are like me from ten years ago, using the program inefficiently and often destructively. Cleaning up those files is how I’ve become an expert.

I can help you use Word like an expert, too.

My goals with this book are:

• Teach writers to customize Word to suit their particular needs.
• Teach writers to use the features that actually make their writing lives easier.
• Help writers increase their creative productivity by eliminating destructive practices.
• Teach writers to create the various types of docs used for editorial tasks, digital submissions, ebooks and print-on-demand interior files.

Even if you don’t use Word, you might find this book useful. There are dozens of word processors and programs created specifically for creative writing. The majority use the same underlying principles as Word.

I give you my promise. There are no gotchas in this book. No traps. No need for special skills or technical knowledge. I won’t use tech-speak because I don’t know any; I’m talking to you writer to writer. You don’t even need a spectacular memory since many of the things I recommend will require your attention just once. Set it and forget it and write on.

For the time being it’s only available on Amazon. (Have to figure out how to sneak all the mentions of Amazon and Kindle past Apple–heh.) I’m working on the print edition and should have that live in a week or so.

So if you ever wanted to know what I know about using MS Word, now you can, all in one easy guide.

WORD for the Wise:
Using Microsoft Office Word for Creative Writing and Self-Publishing