Using the Manual Templates
This page contains instructions for the template that you can
use to create your manual. This template provide everything you’ll
need to word process and format your document. It includes codes for
margins, tab settings, headers and footers, line spacing, and heading
Download the template
Using the Template
The template can be used for chapter-level, 2-level, and 3-level modular
manuals. Use the template each time you create a module.
For chapter-level manuals, we recommend that you place the chapter
number and title at the outside edge of the headers, and the chapter
and page number (for example, 2-1) at the outside edge of the footers.
For 2-level and 3-level manuals, place the module number (for example,
2.1 or 2.1.1) at the outside edge of the headers, and the page number
at the outside edge of the footers.
The following are some general instructions for using the template.
For more information, refer to your word processor manual.
- Save the template to your default folder for Word templates. If
you need to check where this folder is located:
- Save the downloaded template to your default templates folder.
Contact your systems administrator if you need more help.
- Within Word, open the template file. The template you saved with
a .dotx extension should appear.
Note: Do not double-click on the template to open it from Windows
Explorer, or a document based on the template will open (with a .docx extension) rather than the template itself (with a .dotx extension).
Print a copy of the instructions.
Modify the headers and footers by adding your organization name
and manual title. If you want to include your logo, get an electronic
file of your logo in a graphics file format that is compatible
with your word processor software and include it in the right header.
If the size of the logo forces the right header down, force the left
header down an equal amount.
Delete the instructions and save the template under
a new name (for example, manual). In the Save as
type box, make sure Word Template
(*.dotx) is selected.
Close the file.
- To create a new module for your manual, double-click
on the template from Windows Explorer, or start a new
document in Word. If a list of templates appears, make
sure you select the manual template you saved previously.
This new file should be a document with a .docx extension
rather than the template itself with the .dotx extension.
Modify the headers and footers with the module title, module
number, and issue date (as applicable). Before closing
each module file, save it with a new name (for example,
1-1). This time, make sure you save the file as a document,
and not as a template, and save it to the project folder.
Using the Styles
The following table describes how to use the template styles.
Table: Using the template styles
| Use this
|| To format…
| Body Text
|| Normal text paragraphs.
|| A sentence in a bullet list.
| Bullet nsp
|| A word or phrase in a bullet list.
|| The footers in a document.
|| The headers in a document.
| Heading 1
|| The chapter or section title.
| Heading 2
|| Major headings within each chapter
or section. Try to avoid using more than one or two on each page.
| Heading 3
|| Third-level headings flush left in
the text column.
| Heading 4
|| Fourth-level headings flush left in
the text column.
|| A sentence in a numbered list.
|| Text placed in the white space column
beside the text.
| Table Title
|| A table title.
| Table Heading
|| The headings at the top of a table
column or beside a table row.
| Table Text
|| The text in a table.