Client list template pdf

You can follow this process in creating a client information sheet template: SAMPLE CLIENT FILE CONTENTS CHECKLIST HOUSING OPPORTUNITIES FOR PERSONS WITH AIDS HOPWA CLIENT FILE CHECKLIST Keywords: HOPWA Program Administration Toolkit Know Your Client Checklist : Order 750 checklists in MS Word and PDF printable format at $49. com. Agenda List. Guest List Worksheet Name Number of Guest(s)* Address Email *If guest is not receiving separate invite. Because our system is online you can save your bills in your account to be printed or emailed over and over again. CLIENT/RESIDENT PERSONAL PROPERTY AND VALUABLES Name of Client/Resident Number Number Description Description Date Date Location Location Signature of Licensee/Administrator Signature of Licensee/Administrator Signature of Client/Resident (or if "None" explain) Signature of Client/Resident (or if "None" explain) A. TidyForm provides a large number of free and hand-picked Client List Templates, which can be used for small, medium and large-sized enterprises. Make a List. You can easily save a file in PDF or XPS format, so you can share with others and to save snapshots of the evolution of your project for reference. Free printable blank packing list template is a Microsoft invoice to any customer or client slip template form comes in both PDF and Microsoft exhibit 10. The four-corner matrix approach described here offers a template for comprehensively examining a client. Get started with a clean and professional ready-made template that sure simplify your work. Open both the customer list template AND the invoice or work order template that you are wanting to copy to. Information needs to be organized pristinely in order to be easier to understand and keep track of, and it can Building a client list for your business is a continuous process. hyphens to make it easier to read the date when looking at a list of JotForm offers the largest selection of free form templates available online. Prepared for [CLIENT. B1 Break-even Point in Units (one product or one service) B1. client agreement It is my choice to receive massage therapy. : Source of Client: Client contacts (person(s) whom client already has contacted) (list city or other agency CLIENT ORIENTATION CHECKLIST . Highlight the areas that apply to you, and make sure you have that information available. Money held on behalf of each client . e. How to Make a Client Information Sheet. (PDF) If you use Excel Office Supply Order List Template. Client information sheets are truly Contact List Template Pdf Quirky Free Client Contact Sheet. Browse: international students in canada, world wall maps, apple cutouts for teachers, mostly math, obstruction, segmentation, targeting, positioning, cynical, 12. year first: yyyy-mm-dd Filename. Listen carefully and respectfully to the counselor and the other clients. PDF Created Date: Intake/Interview & Quality Review Sheet. D. But you must also keep the computation worksheets and document any additional questions you ask your client and your client's responses to those questions at the time you are interviewing your client. client list template pdf Page includes various formats of Client profile sample for PDF, Word and Excel. Client’s Name_____ How to Engage with a Client Checklist Step 2 Complete the Client Relationship Task List your Engagement Letter using the ICB Engagement Letter template The Project Management Templates is a comprehensive package consisting of 55 tried and tested Site Management document templates. 4. Using the worksheet is easy, every time that a client mentions an ah-ha moment in their training, a personal note, a hobby, an event, or anything else important to them, note it on your clipboard and transfer it to this document after the session that sits in a file on your computer. Phone List. com/attachments/downloadb309. Client warrants that the list of workers' compensation classifica tions is accurate and complete and that employees performing these job functions do so at the Checklist Communicating with Prospective Clients Template – Download Now. 5290 209‐521‐4081 Contact List The FreshBooks free itemized invoice template is compatible with Word, Excel, PDF or online Office Suite and only takes minutes to create. Checklist: Monthly Goals. Easily editable and reusable PDF Fillable Forms. Proforma Invoice Template Pdf Invoice Example Pdf Tax Invoice Tax Invoice Proforma. (2012). AOTA OCCUPATIONAL PROFILE TEMPLATE “The occupational profile is a summary of a client’s occupational history and experiences, patterns of daily living, interests, values, and needs” (AOTA, 2014, p. And remember that it also helps the client understand what coaching is, what to expect and the role of the coach and client. Our simplest To Do List, as described above, can be hand written, or it can be composed on a word processor. 3 Select Export selected clients to DMS. how to create a database from a template, you can also use a Web-compatible database as standard client 25-11-2013 · Organize paperless client files exactly how you mm-dd Filename. How to Use a To Do List Template. Download Hundreds of templates files from Templatesdoc. You can find Free Contact List Template in Word Excel and PDF Formats. Tag: client list template pdf Client List Template. Free "Sample house cleaning checklist 5 documents in word pdf" some great templates for organizing your grocery list, about Checklist template on Pinterest. Client Contact ListUse Template. The PDF version can be opened and printed with Adobe Acrobat Reader. Client List; Testimonials; Case How To Write A Business Memo [Free PDF Template] by Mary Cullen on A memo is a business document that communicates information Your email address will not be published. % 2. Advanced Shot List – PDF. 809. APTA POSITION ON DOCUMENTATION Documentation Authority For Physical Therapy Services Physical Create the perfect furniture price list for your business with our price list template. Sales Tax ID 4. Discover ideas about Small Business Organization. Share this valuable resource with your family and friends. Print list item in a custom template. We will provide the following services: [ list services to be provided ] Attached for your use is information on our billing and Client warrants that the list of workers' compensation classifica tions is accurate and complete and that employees performing these job functions do so at the location specified in this Agreement as Client's address. [ Subject ] [ list any expectations concerning Sample. transportation, dementia, 6. Federal EIN Letter from IRS 2. This Printable Business Form Template is available to download for free, or you can download the entire collection for only $47. Client Information Sheet For Business. The PDF version is a single page form that is better to use for printing to be completed by hand or for using digitally to attach to documentation. Client Contact List Template. 99 USD Let’s list these documents: Client’s Photo. as “buyer”Title: Beauty Salon New Client Form Template - Ebook List Author: www. Summary : A hand picked list of the best premium wordpress themes for hair client intake form. Client will bring a list of symptoms/questions to MD appt . 2 k Download a free Activity Client List Template to make your document professional and perfect. Free Client Information Worksheet. Cake Baker name: address: phone: cell phone: Caterer name: address: phone: cell phone Ceremony Venue name: addr ess: phone: cell phone: Dressmaker name: address: Project Tracking Template Pending Review - Awaiting client's feedback, approval, or data. > Uses of the Client List Template. This template, available in Word and PDF, is ideal for families who want a central resource to organize family tasks. DocumentLibrary. pdf Download free Checklist Templates for Excel. 15 Louisville, KY 40202 Doe, Jane Rep Payee Financial Client Interview/Food Questionnaire name over Please list DD ia b e te s Microsoft Word - Client Interview logo. S13). Moving Checklist Template – 20+ Client List Template - 9+ Free Word, PDF Format Download Free Customer List Template - 7+ Free Excel, PDF Documents Download List Templates – 105+ Free Word, Excel, PDF, PSD, Indesign Format Email List Template 10+ Free Word, Excel, PDF Format Download 9+ Printable Client List Templates. VENDOR SERVICES AGREEMENT Vendor may terminate this agreement by giving notice to Client if Client fails to pay undisputed Fees for a period of three (3) months Gould Medical Group (GMG) (Clinicians with an employee number beginning with 920) Physician Services Department 209‐521‐6097, ext. com REPORTING & DOCUMENTING: CLIENT CARE ©1998-2011 May be copied for use within each physical location that purchases this inservice. Contents of guest list template. % 3. Please list type, age, 10+ Contact List Examples – PDF. PDF Author:You can free download Professional References Template to fill,edit, then don’t put them on the list Create, Fill and Print PDF Templates. I am aware of the benefits and (if client if a minor) release of medical records APTA documents, including APTA Standards of Practice for Physical Therapy, Code of Ethics and Guide for Professional Conduct, and the Guide to Physical Therapist Practice, address provision of physical therapy services and patient/client management. (No spam, ever!) Subscribe (Free!) These grocery lists and shopping lists are easy to download and print. edu or gregbrow@mail. comThe Only Shot List Template You Need Client Approvals; Be sure to send your finalized shot list to your UPM, upload a PDF to an online file NEW CLIENT QUESTIONNAIRE Please take a few moments to complete the information requested below. Distribution List Name. Step 1. Browse 609 California Department Of Social Services Forms And Templates collected for Introduction to the Access 2010 templates. Here are some professional references template words for asking a person to be on your reference page. % 5 Does this questionnaire apply to your head office as well as branches and/or subsidiaries? Yes No Appendix E: Know Your Client DUE DILIGENCE QUESTIONNAIRE When accompanied by user-friendly information about client assessments Adobe PDF® files for free download at Mapping Your Treatment Plan: A Collaborative Client Tax Information Sheet Eva Smith & Associates, EA (List amounts and provide receipts, Forms - Client Tax Data TY09 Author: lwatson Complete List of Behavioral Interview Questions Interviewing by Alex Rudloff Behavioral Interviewing, a style of interviewing that is increasing in popularity due to its effectiveness, can be an intimidating activity. Whether traveling for work or pleasure, here's a list of what to bring. SAMPLE REQUEST LETTER August 31, 2015 Mr. Dear [CLIENT. Benefits of contact list template. customer list purchase agreement THIS CUSTOMER LIST PURCHASE AGREEMENT (“Agreement”) is entered into as of this 6th day of July, 2011 (“Effective Date”) by and between RICHARD PENNER (“ Storyboard Template 5 Document(s) RACI Chart 3 Document(s) Roster Template 8 Document(s) Conversion Chart 97 Document(s) Acupressure and Massage Chart 3 Document(s) Comparison Chart Template 4 Document(s) To Do List 21 Document(s) Flow Chart Template 4 Document(s) Pie Chart Template 3 Document(s) Shooting and Filming Chart 27 Document(s) Describe the nature of your business and list the marketplace needs that you are trying to satisfy. Client-Directed, Outcome Informed Approach - Common Curative Elements Central to All Forms of Therapy (Despite theoretical orientation, mode, or dosage) saved into a file and if the client is connected over network, they are automatically sent to the server. The examination of client goals in each of the four quadrants leads to an interview Strategic Account Plan Template – Sales Strategies & Capabilities. A business may use a checklist as a visual instruction for their customer service team. In this section, list and describe the customer’s sales strategies and capabilities, including the use of channels necessary to develop a plan. As such, the AIMS Center only has capacity to provide very basic technical assistance on the spreadsheet in its original form. Excel sheets are automate to track customer details. We have assembled an exhaustive list of sample behavioral interview questions. [ads] Customer List Templates for Excel® Download Download Client List Templates for Free FormTemplate offers you hundreds of resume templates that you can choose the one that suits your work experience and sense of design. The following template is provided for writing a Service Catalog document. Template Id. Make sure to check the "Create a Copy" checkbox. As an introduction email to client writer, always keep in your mind that it can make or break a deal and try to pack the email with all essential but relevant data and information to make most effective. And, of course, you need to learn what sort of work the client does, and the type of sports activities he or she engages in now and in the past. List the names below of: • everyone. Keep all your client details organized and at hand. "The Client 1". 324. Beauty Salon New Client Form Template Ebook Beauty Salon New Client Form Template currently available at www. This prospective client form will be useful for financial advisors and planner. Be supportive of other clients. Contains a list of documents and other files. Title: Meeting Planning Template NCWIT Mentoring-in-a-Box: Technical Women at The client must list all medications currently prescribed, and the conditions for which they needed. Guest list made ahead of time helps an event planner or host in determining the planning budget. We can provide you with samples of client list templates so you can select the type of client list that is appropriate of use for the nature of the business operations of your company. The template provides separate tables for each family member to list their individual tasks, and then register due dates and notes, along with a column to mark completion. You can contact the authors at bhs2@columbia. of your business and since you want to show your gratitude to your existing clients, Contact List Template Example. org Founder Subject: Beauty Epub PDF | ePub Keywords: Beauty Ebook, Salon Ebook, New Free Task List Excel Spreadsheet : to do list template pdf download. PDF Author:Client List Excel Template. Shot List Template – 19+ (Word, Excel, PDF). Description. Use the back of these sheets if you would like to provide more information. 2 March, 2011 by Tom Harrison in office productivity. Authorization: I, _____ [Client’s Name], give my permission to _____ [Service Provider’s Name], to release this information to _____ [Care Coordination Provider’s Name]. A contact list is measured as an important tool to record all contact details of personal connections such as family members, friends and other special person or professional connections like customers, clients, vendors and suppliers etc. Excel Template* PDF Form; Business forms are available when you upgrade to PRO. It enables a user to make professional client information sheet on desktop computer or laptop. Download the free InDesign and PDF template and edit it with ease. 2 Create Onboarding Track Other Marketplace Track CW: New Client Welcome Create a track to automatically notify the client of key information throughout the onboarding process. . Generally, there is a fear if they would be happy with what you buy them. No portion of the Safety Plan Template may be reproduced . Find Out Bank & Credit Card Files (Pdf files or use client portal from website to send) 6. A checklist template can also be used in the workplace to delegate team tasks or goals. Fast & Secure!G:\CSGA\CM Working Group\MODULES\2007-08 Module REVISIONS\Fin al Modules\Module 3 appendix Clt Orientation Checklist. Third Street Apt. Select the Client checkbox in the upper right hand corner of the Details box. Quickbooks New Client Setup Checklist. Client understands and agrees that prior written approval from SAMPLE PEO' workers' compensation carrier Intake Session TEMPLATE Checklist. MH 636 CLIENT TREATMENT PLAN Revised 04/28/14 Page 2 of 2 Except for Medicare, a signature on line (A) OR (B) is REQUIRED for ALL objectives. Distribution List Client 1 All units Client 1 FinanceSAMPLE CLIENT ENGAGEMENT LETTER RE: . The role of the client may be fi lled by a wide variety of people ranging from farmers, Client Tax Organizer 1. 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Coming up with a client list can be a lengthy process. comKeep all your client details organized and at hand. Copy the This Printable Business Form Template is available to download for free, or you can download the entire collection for only $47. developing: 117-7-2013 · A Strategic Account Plan Template enables sales management and account Low value to client, list and describe the customer’s sales People also download. Client Info Sheet TEMPLATE. Add the task, a priority level and a due date with this list. 4 Select the Send PDF of tax return check box, and click OK. com. com info@knowingmore. 14 Add remaining employees to the Employee List. uk Jaisal Pastakia Investment Manager 020 7045 1348 jaisal. In this PDF report you’ll a template & framework that you can use over & OVER again to attract “come list me” sellers to you using social media & email. Checklist: Go Green at Work . Download Client List Templates for Free FormTemplate offers you hundreds of resume templates that you can choose the one that suits your work experience and sense of design. Client List Template – 17+ in (Word, Excel & PDF) Coming up with a client list can be a lengthy process. 6+ Free Marketing Schedule Template Download; 8+ Free Activity Schedule Template Download; 4+ Free Actuarial Resume Templates DownloadNeed a simple To Do List or Checklist Template? Check out or FREE Printable Checklist and To Do List Templates NOW!Here is a Project Task List Template created using MS Excel by our staff members to help our visitors get benefit from this. OMB Number 1545-1964. 877. 5 Select the DMS check box. divall@heartwoodgroup. Information needs to be organized pristinely in order to be easier to understand and keep track of, and it Download a Customer List template for Excel that you can use with invoices and work Instead, you would want to just print the invoice or create a PDF of the Download free Checklist Templates for Excel. 101. Essential form to stay on top of your clients' key information. Tell a Friend. Taking Over or Completion Certificate. PRODUCT:29-6-2009 · To follow this list will ensure the client and designer are dealing professionally as well as creating an efficient workflow. Clients in Construction: Best Practice Guidance 1 S. GenericList. g. Net Page 1 Template for Assessing a Client’s Substance Use Developed by Cynthia Glidden-Tracey, Ph. Client Director 020 7045 1337 clive. BUY NOW! CentriQS Tasks Management Solution. 13+ Sample Call Log Templates – PDF, Client call log template is a sheet layout to control the calls and also provides enough blank columns and rows to record New Client Checklist Subject: New Client Checklist Keywords: New Client Checklist Created Date: 6/21/2012 2:39:14 PM This template is provided by ICCRC for RCIC’s use when undertaking the monthly client Client List . Project name and description: Client Right - Each client of a DHHS agency has a right to request confidential communications by requesting that the agency contact him/her at a different location or by a different means when the agency needs to communicate with the client. 0000017 New Client Screening Checklist Page 2 of 2 Is the motive likely to cause the client to be unable to accept settlement or an unfavorable Client’s Handbook: Matrix Intensive Outpatient Treatment Attend every group session. Base Type. A client information sheet is one of the documents necessary for the sales analysis of the business. Client Factfinder shawn. Our customer profile template is a tool that can help you generate and communicate profiles to key stakeholders, whether in product development or marketing. BEHOLD - The *PERFECT* “Come List Me” Seller Template :-) Hey It’s Josh Schoenly, co-founder of Client Alchemist & PipelinePagez. [ Subject ] Dear [ Name ]: The purpose of this letter is to confirm, based on our conversation of [ date ], that [ insert firm name ] will represent you in [describe matter]. Assist client in making medical appt and application process . Submitted by Alex Boit on Tue, 05/13/2014 View & update your client list on the go. In the profiling criteria tab, we list a number of criteria from both the B2B and B2C perspective. Storage Services. Customer List Template for Excel ⤓ Download. Employee Satisfaction The following template is provided for writing a Service Catalog document. Creative Brief. CLIENT, unless otherwise requested by the Supplier in writing at the time of proposal submission. Sec. 2360; Try Smartsheet for Client Contact List. You need to review the list often to understand the behavior and business interactivity patterns of Using a to do list template as a guide to your daily routine would help Cleaning Price List Template – 12+ in (Word, PDF Format Client List Template – 17 We can provide you with samples of client list templates so you can select the type of client list that is appropriate of use for the nature of the business TidyForm provides a large number of free and hand-picked Client List Templates, which can be used for small, medium and large-sized enterprises. Explain how your products and services meet these needs. Inside of Client Profiles, go to Desktop\Card File and search for the client. com _____ B. . Information: This is a request under the Maryland Public Information Act, Title 4 of the General Provisions of the Maryland Code. Personal Information Last Name Soc. The information is obtained from the client’s perspective through both formal interview techniques and casual conversation Our client database template is designed in Microsoft excel and is very easy to utilize and create the list of your client’s complete and organized information which can be processed, managed and updated more effortlessly. 25-11-2015 · Client Software Algemeen kunnen toevoegen zodat ik een PDF kan maken met logo etc. Market Location % of overall business 1. D. Checklist: To Do List. You may also like Wedding Guest List Template - 9+ Free Word, Excel, PDF TidyForm provides a large number of free and hand-picked Client List Templates, which can be used for small, medium and large-sized enterprises. 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PDF file format,) and print. doc Client Approvals; File Sharing always export and send a PDF version. Business Impact Client Name Phone/Cell Address Account Manager Client Type: All Client List Acct Mgr: All Support Type: All SSN Client Type Support Type Client Status: All Inactive Clients Harrison, William J 777-88-9999 (502) 555-6352 1212 S. or 3-column to do list for Excel or PDF. www. Use It as a Budget Template. officedepot. Bricker, Ph. Personal information Skill-Building in Treatment Plans that Make Sense to Clients David Mee-Lee, M. ""Client:"Client"shall"supply"scripts,"storyboards,"product"props," production notes," music," celebrity" talent SAMPLE INITIAL EVALUATION TEMPLATE please list and indicate why). Easily email your saved invoice template to your client via email. Download Client profile sample for free. Je kunt toch gewoon een template maken met het logo Create and send PDF invoices using 100 professional invoice templates. Case Progress Evaluation. 11 Synchronize the contact data in Symantec ACT! or Microsoft Outlook with Quickbooks 12 Add remaining customers and jobs to the Customer: Job List. Utilization of the client information sheet lets user to make required sheet quickly without wastage of money and time. The free version is available in your choice of DOC or PDF formats. pdf Free Download Here FAX ORDER FORM - Office Depot http://www. Case Mgr: Provide client with referrals to medical providers in area . Resume Template Contact list is very important when you need to stay in touch with various people, and we have worked hard to provide you a variety of contact list templatesOPT™ Programming Template (PDF) (PDF slides) Working with Groups: Increasing your Income and Client Reach; Assess with Success: Check out our numerous PDF templates and start streamlining your workflow according to your needs. 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Create checklists Checklist Template Excel 2003+, PDF, ODS, GD Contact List Template Excel 2003+, ODS, TidyForm provides a large number of free and hand-picked Client List Templates, which can be used for small, medium and large-sized enterprises. by and between . Use and reuse this easy and accessible list template to track a list of items with dates and notes. White Paper Template 5 documents Client Data Sheet – Tax Please list any other significant events that may affect the preparation of your tax Client Tax Data Sheet. The duration, start time and end time of all incoming and outgoing calls are also noted in a client call log template. Free Sales Call Reporting Template: PDF, DOCX & Auto CRM Reports we provide 2 free sales call report templates which you can print (as a PDF), or save and edit A good shot list maximizes shooting time and limits downtime across all departments. Just don’t waste your spare time to construct a contract from scratch just try our Home Inspection Contract PDF template out! View Template Safety Plan Template ©2008 Barbara Stanley and Gregory K. These document templates are specifically suited for the project aspects of Planning, Execution and Hand over. Select the View button to get to the Details box shown above. Instead, all the assistance you need to create your client contact list is just one download away. If you disagree with someone, be polite when you speak to him or her. 1 Kingsway, London, WC2B 6AN Tel: 020 7045 1320 Email: info@heartwoodgroup. Essential form to stay on top of your clients' key information. Tips to use at work that lessen your impact on the environment. A basic list which can be adapted for multiple purposes. Prepared for: [Client Supply List. Once you have your PDF saved you can also upload it to your cloud storage to keep all your records in one place. To change the DMS folder or other settings, click the Printer, PDF, and DMS Setup button. Template For Client Information Sheet Whilst this is an extensive list of client onboarding checklists, Process Street helps with documentation of much more, from employee onboarding to content marketing, sales process, customer success and more. Arrive for group sessions on time or a little early. You can Download 9 different customer contact list templates available with different layouts and input fields. CLIENT INFORMATION SHEET - REAL ESTATE File no. Guest List Template – 22+ For (Word, Excel, PDF Format). Each customer is assigned with a unique Customer ID that becomes the identity of a customer. PERSONAL PROPERTY/VALUABLES The template is offered for free to let one design an easy to edit client information sheet in short span of time. Print out more copies as needed. Punch List Template 14+ (Word, Excel, PDF Format). transportation, dementia, Client will discuss pain/side effects with MD as well as medical case manager . FirstName] [CLIENT. Your business will grow if you are generating customers regularly and also in touch with them. Import a sample project plan from the Marketplace. While marketing budgets vary from business to business, the need for 2" 1. To start determining the number of attendees at your wedding, fill out the chart below. The template can be printed and completed by hand during the evaluation or can be incorporated into an electronic medical record. This function allows successfully executing case plans and delivering an accurate list of benefits to the client. An interactive PDF file, which you can fill out on your computer, save, Download preconfired and ready to use Adobe PDF templates The PDF Template package converts daily used documents into PDF template forms. 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(You have to start Someka Contact List Template in Excel will ensure to keep all of your contacts organized and up-to-date. Discussion or action items you know you want to cover next meeting. And when it comes to the Taking Over process every Site or Project Manager should carefully study the Conditions of Contract to ensure that the correct notices are given in writing to the Engineer. Christmas List Template – For Word, Excel And PDF It is always a very huge affair buying Christmas presents for your dear ones. Copy the Customers Sheet into your Workbook. 1 In the ProSeries Tax program, select the client(s) in the Client list. A complete list of all the downloadable, free templates and worksheets available on the Mind Tools site. Young, Ph. saludeslab. It can provide the details regarding people who continuously support the product and/or service offerings of the business. An interactive PDF file, which you can fill out on your computer, save, print and email Create a project template to standardize the onboarding process. 1 Health and Safety Authority 1. Create a database by using a template that is included with Access 2010. , life cycle stage, projected growth rate). Select the Client Template from the list. as “seller” and . 1 . Brief answers are fine. Click any business form template to see a larger version and download it. Includes children. These days, caregiving affects just about everyone. Select the workbook you want to copy the sheet to, then press OK. Do not attack people personally. TidyForm provides a large number of free and hand-picked Client List Templates, which can be used for small, medium and large-sized enterprises. 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Please note: When new clients Use this free office cleaning proposal template to inform your clients of your Office Cleaning Proposal Template . Pending Feedback - Awaiting response to question, data, etc. Find other professionally designed templates in TidyForm. Car Maintenance Log, Editable Printable Organizing PDF, Vehicle Informatio You may also like Action List Template – 11+ for Word, Excel and PDF. Having your client sign and date the form for your records may be sufficient to document when and from whom you got the return information. richard penner . Birth Date Occupation Taxpayer Please list all other income (including non-taxable). Software Requirements Specification Template Client will discuss pain/side effects with MD as well as medical case manager . Onboarding Checklist 3. However, the procedure differs slightly if you are downloading a template from Office. 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