3305 Main Street Ste 019 Vancouver, WA 98663

Tag: templatize

slide

How do I save a Liberty Report design as a Template?

This article provides the steps that you need to follow to save an Excel workbook containing Liberty Reports functionality as an Excel template. You should do this so that when your Liberty Reports solution is used, the user will be creating a new workbook from a template rather than opening […]
slide

How do I save an Office Connector Report as a Template?

This article provides the steps that you need to follow to save an Excel workbook containing Office Connector functionality as an Excel template. You should do this so that when your Office Connector solution is used, the user will be creating a new workbook from a template rather than opening […]
slide

How do I create a template from an existing workbook?

Background Once you have created a workbook containing Office Connector queries and functions, you may wish to deploy it to other people or companies.  This article covers the recommended steps and things to consider that will create a smooth experience for the recipient who will create workbooks based on your […]
slide

How do I save my workbook as a template?

Background Excel templates have a special file type that designates them as a template.  The advantage of using a template is that the default action associated with a template is to create a new workbook based on a template but not open or modify the template itself.  The design of […]