1. Press F12. The Save As dialog box pops up.
   

   The Save As dialog box

2. In the dark area at the bottom, on the left, you will see the File Name label. In the textbox, enter a name for your template.
3. Below the File Name is the File Type. Select ‘Word template (*.dotx)’. The folder changes to the default place where your computer stores templates, and the file extension changes to .dotx.
4. Click on the Save button at the bottom right.

Go to ‘Formatting tips’
Next – Check page size and margins

(This information originally appeared in a PEGblog post: Formatting before Editing 1: Introduction)
Published 28 April 2025
105 words