Template panel

When you create new files or replace existing files, you can choose to create a copy of an existing template file instead. Make sure that the template file is the same type as the output file, either .xls or .xlsx. This panel includes fields for using template files and sheets in your Excel output file.

Field

Description

Use template when creating new files

Specify whether to use a specified Excel template to create the output file.

  • Select this option to use an template when creating the output file.

  • Clear this option if you do not want to use a template.

Template file

If you selected Use template when creating new files, above, then enter the name of the template file you want to use or click Browse and navigate to it.

Use template when creating new sheets

Decide whether to use a specified Excel template sheet to create the output sheet.

  • Select this option to specify a template sheet for creation of the output sheet.

  • Clear this option if you do not want to specify a template sheet.

Template sheet

If you selected Use template when creating new sheets, above, then enter the template sheet name you want to use or click Browse and navigate to it.

Hide Template sheet

Decide if you want the template sheet to be visible when the MS Excel output file is opened.

  • Select this option to hide the template sheet from users who open the output file.

  • Clear this option to show the template sheet to users who open the output file.

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