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New Workbook From Template

This window displays when you click the New Workbook from Template toolbar button. When you click this button, a list of available Excel templates is shown. By default, the example templates that are included with Office Connector - Import are displayed. The example templates provide examples of various types of Sage 300 CRE import files that can be created.

OCINewWorkbookFromTemplate

Look In

Use this field to identify the folder that contains your templates. By default, the folder to which the example Office Connector - Import templates were installed will be shown. If you have moved your templates to a new (or shared) location, you can change this path to display templates in the desired folder.

Template List

All Excel template files in the folder shown above will be listed here. You can double-click or press Enter on any template shown to proceed.

New

Click this button to create a new Excel workbook based on the template you have selected. Doing so does not open or modify the template.

Cancel

Click this button to dismiss this window without creating a new workbook.