Relying on one of Microsoft Word’s included templates to get you up and running with document design can be a big time saver, as everything from dimensions to placeholder text is already done for you. This doesn’t mean you’re locked into the template’s look, though. Create your own custom template from one of Word’s templates, such as a personalized fax cover sheet, by adding your own information lines, graphics and even a confidential message.
Launch Microsoft Word. Click the “File” tab. Click “New.”
Double-click the “Faxes” button. Scroll through the fax templates and double-click one that will be suitable for your own template. Within a few moments, the template opens in a new Word window.
Highlight the first placeholder text on the fax cover sheet, which may be “Name” or “Sender” – placement of text will vary depending on the template chosen. Type over it with your own name or information.
Replace the other template details with information you’ll want to use on your own fax template. To delete placeholder text on the fax without adding any, highlight the text and press the “Delete” key.
Add an image, such as a company logo, to the fax template by clicking the “Insert” tab. Click “Picture.” Browse to the logo and double-click the file name, then drag it into place on the fax, such as in the top center. This is also a way to dress up a fax with seasonal artwork and designs. This is optional.
Give the fax a special message by clicking the “Page Layout” tab. Click the “Watermark” button. Choose the “Draft” or “Confidential” option to add this to the fax template. This is optional.
Click the “File” tab. Click “Save As.” Enter a name, such as “Fax Template” in the “File name” box. Click “Save.”
Reopen the template each time you’re ready to fax. Fill out the information on the cover sheet, then resave the document with a new name such as “FaxTemplate10-01-11” so your template is always in its original form and ready to use.