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How to get a memo template in Word?

Published in Word Templates 4 mins read

Accessing a memo template in Microsoft Word is a straightforward process, whether you're using the desktop application or Word for the web. Word provides a rich library of pre-designed templates to help you quickly create professional memoranda.

Getting a Memo Template in Word Desktop Application

The most common way to find a memo template is directly within the Word desktop application.

Steps to Access Templates:

  1. Open Microsoft Word: Launch the application on your computer.
  2. Go to 'File' Menu: Click on File in the upper left corner.
  3. Select 'New': In the File menu, choose New to open a new document window.
  4. Search for Templates: In the search bar provided (often labeled "Search online templates"), type memo and press Enter.
  5. Browse and Select: Word will display various memo templates. Scroll through the options, click on a template to preview it, and then click Create or Download to open it as a new document.

Popular Memo Template Types:

Word offers a variety of memo templates designed for different purposes. Here's a quick overview:

Template Type Best For Key Features
General Memo Standard internal communications, announcements Basic fields (To, From, Date, Subject), clear body text area
Interoffice Memo Formal communications between departments/branches Professional layout, often includes space for multiple recipients/CC
Meeting Memo Summarizing meeting outcomes, agendas, or follow-ups Sections for attendees, discussion points, action items, and deadlines
Business Memo Proposals, policy changes, project updates, reports Structured format, often includes introductory/summary sections, bullet points
Informal Memo Quick internal notes, less formal announcements Simpler design, focuses on direct communication

Finding Memo Templates in Word for the Web (Online)

If you're working with Word for the web, you can easily access memo templates directly through your browser.

Steps to Access Templates Online:

  1. Open Word for the Web: Go to office.com and open Word in your web browser.
  2. Navigate to 'File' > 'New': Once in Word for the web, go to File > New.
  3. Click 'More on Office.com': Below the initial selection of template images, look for and click on More on Office.com.
  4. Go to Templates for Word Page: This action will direct you to the dedicated Templates for Word page.
  5. Select 'Memos' Category: On this page, simply find and click on Memos in the list of categories.
  6. Choose and Open: Browse the available memo templates, select the one that fits your needs, and then open it.
  7. Rename Your Document: As you begin working on your document, you'll likely want to rename it to something descriptive for clarity and easy retrieval later.

Creating Your Own Custom Memo Template

For organizations with specific branding or recurring memo structures, creating a custom template can save time and ensure consistency.

Steps to Create a Custom Template:

  1. Design Your Memo: Open a blank Word document and design your memo layout. Include your company logo, preferred fonts, standardized fields (To, From, Date, Subject), and any boilerplate text your organization uses.
  2. Save as a Template:
    • Go to File > Save As.
    • Choose a location (Word often suggests a custom templates folder).
    • In the "Save as type" dropdown menu, select Word Template (*.dotx).
    • Give your template a descriptive name and click Save.

Now, whenever you need to create a new memo, you can simply open this custom template, ensuring all new documents maintain your desired format.

Best Practices for Using Memo Templates

Utilizing memo templates effectively goes beyond just finding them; it also involves smart content creation.

  • Clarity and Conciseness: Memos are generally brief and to the point. Get straight to the message without unnecessary preamble.
  • Audience Consideration: Tailor your language and the level of detail to your specific readers. What do they need to know, and why?
  • Proofread Thoroughly: Always review your memo for grammar, spelling, and factual accuracy before distributing it.
  • Update All Fields: Ensure all "To," "From," "Date," and "Subject" fields are correctly and completely filled out. The subject line should be informative and concise.
  • Action-Oriented Language: If the memo requires action, make it clear what needs to be done, by whom, and by when.