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How do I create a customized template?

  1. #1
    Melissa
    Guest

    How do I create a customized template?

    I have had to recreate a document on excel which has to be filled out
    differently for each of our clients. In order to make it easier to use I
    wanted to make it a template. Is it possible to do this? If so, how?



  2. #2
    Mike R
    Guest

    RE: How do I create a customized template?

    Melissa,

    Creat the document as you probibly have many times before as it would be
    before anything is filled in. When you get it the way you want just save it
    as a template. File>save as>In save as type select "template", (it will
    default to the template file for excel, but if you want it in a different
    folder just select where you want it) Select the file name and click "save".
    When you want a "Copy" of this template, just double click on its icon and
    fill in the document and save it as whatever you want. If you find you need
    to update or change the template select (single click) the icon and select
    "open", and when you are done save and close.

    Mike R.
    HTH

    "Melissa" wrote:

    > I have had to recreate a document on excel which has to be filled out
    > differently for each of our clients. In order to make it easier to use I
    > wanted to make it a template. Is it possible to do this? If so, how?
    >
    >


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