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Modify an Excel Template

Use the Excel Template Manager window to modify an Excel template.

To modify an Excel template

  1. In the menu bar, click Tools > Excel Template Manager.

Excel Template Manager window

  1. In the Navigation pane, click the template.

Excel Template Manager window - edit mode

  1. Modify the template name and description as necessary.

  2. To select a different template, or load an updated version of the template, do the following:

    1. Click Load.

    2. Click the template file name and then click Open. The system populates the File Name and Details boxes.

  3. Click Save.

Related Topics

Excel Template Manager