Creating and Opening Documents - Part 2

Using templates


A template is a predesigned document you can use to create a new document quickly. Templates often include custom formatting and designs, so they can save you a lot of time and effort when starting a new project.


To create a new document from a template:

  1. 1. Click the File tab to access Backstage view.


  1. 2. Select New. Several templates will appear below the Blank document option.
  2. 3. Select a template to review it.


  1. 4. A preview of the template will appear, along with additional information about how the template can be used.
  2. 5. Click Create to use the selected template.


  1. 6. A new workbook will appear with the selected template.

You can also browse templates by category or use the search bar to find something more specific. 


It's important to note that not all templates are created by Microsoft. Many are created by third-party providers and even individual users, so some templates may work better than others.


Compatibility mode

Sometimes you may need to work with documents that were created in earlier versions of Microsoft Word, such as Word 2010 or Word 2007. When you open these kinds of documents, they will appear in Compatibility mode.

Compatibility mode disables certain features, so you'll only be able to access commands found in the program that was used to create the document. For example, if you open a document created in Word 2007 you can only use tabs and commands found in Word 2007.

In the image below, you can see how Compatibility mode can affect which commands are available. Since the document on the left is in Compatibility mode, it only shows commands that were available in Word 2007.


In order to exit Compatibility mode, you'll need to convert the document to the current version type. However, if you're collaborating with others who only have access to an earlier version of Word, it's best to leave the document in Compatibility mode so the format will not change.

You can review this support page from Microsoft to learn more about which features are disabled in Compatibility mode.


To convert a document:


If you want access to all Word 2013 features, you can convert the document to the 2013 file format.

Note that converting a file may cause some changes to the original layout of the document.

  1. 1. Click the File tab to access Backstage view.


  1. 2. Locate and select the Convert command.


  1. 3. A dialog box will appear. Click OK to confirm the file upgrade.


  1. 4. The document will be converted to the newest file type.