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Advanced Excel Templates

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Converting an existing document into a template

It is possible to convert an existing document into a template that you can use with the add-on.

  • The easiest way is to create a new template using the File>New Template menu command then to paste the data from your existing document to the new template. The method is the same as the one described in the topic Upgrading from a previous version. You'll find a descriptive video there.

  • The hardest way which might be the only way if your existing document has its own macros is shown in the following video.

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PREVIOUS TOPIC
Location of the menu items added by the add-on in Excel

NEXT TOPIC
Creating a merged document for a single record

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