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Portfolio Manager Help
Modify an Excel Template
Use the Excel Template Manager window to modify an Excel template.
To modify an Excel template
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In the menu bar, click Tools > Excel Template Manager.
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In the Navigation pane, click the template.
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Modify the template name and description as necessary.
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To select a different template, or load an updated version of the template, do the following:
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Click Load.
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Click the template file name and then click Open. The system populates the File Name and Details boxes.
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Click Save.