Creating and using templates for custom Excel workpapers

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When you create a custom Excel workpaper via the Add Workpaper wizard, you can save your column settings as a template. When you create subsequent custom Excel workpapers, you can select the saved templates from the Template field in the Column Definition screen in the wizard to use the same column definitions.

Create and save a template

  1. In the Engagement Binders Tree portlet of the Workpapers Dashboard, click the Add Workpaper button in the toolbar to open the Add Workpaper wizard.
  2. In the Workpaper Type screen of the Add Workpaper wizard, select Custom Excel, and then click Next.
  3. Choose the appropriate options in the Custom Excel screen, and then click Next.
  4. In the Column Definition screen, define the columns, as appropriate.
  5. Click the Save button next to the Template field.
  6. Enter up to 30 alphanumeric characters for the template name in the Save template as field and click OK.

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    save template
  7. Continue through the wizard screens to create the workpaper.

Apply a template

In the Column Definition screen of the Add Workpapers wizard, select an existing template from the drop-down list in the Template field. The application automatically applies the column settings from the template to the new workpaper.

Update a template

After you save a template, you can make changes to it while creating a custom Excel workpaper.

  1. In the Column Definition screen of the Add Workpaper wizard, select the template to modify. The Save button changes to an Update button.
  2. Modify the column settings and then click the Update button.
  3. Click Yes when you are prompted to continue.

    Note: When you modify or update an existing template, the application does not update existing workpapers that were created with the original template. The modified template applies only to the current workpaper and any new workpapers that are created with that template.

Save a copy of a template with a new name

You can make a copy of any template and save it with a different name.

In the Column Definition screen of the Add Workpaper wizard, select a template in Template field, right-click and choose Save as, and then enter the new name.

Delete a template

You can delete any templates that you no longer need.

In the Column Definition screen of the Add Workpapers wizard, select a template in Template field, right-click and choose Delete.



Related topic: Adding a custom Microsoft Excel workpaper



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