Working with templates

A template is a standardized worksheet that helps you format and sometimes calculate information in the template. For example, your company might have a set layout and style for memos, fax cover sheets, or department budgets. You could make templates for each of these.

You can use 1-2-3 templates to:

The template content changes each time you use it. For example, each memo or fax you send contains different information. The template provides only a style framework for the information you add.



To open a template

  1. In the action bar, click Worksheet.

  2. In the pop-up menu, click Open.

  3. If you want to open a template stored in a folder other than the current folder, click the folders above the current folder until you locate the folder you want.

  4. Click Type and then click "eSuite Spreadsheet SmartMaster template" from the list of file types.

  5. Click the name of the template you want to open.

  6. Click Open.

The template you specified appears in the work area.



To save a template as a file

  1. Open the template you want to save as a file.

  2. Modify the template if you want.

    For example, you can add the data you want to save.

  3. In the action bar, click Worksheet.

  4. In the pop-up menu, click Save As.

  5. If you want to save the file in a folder other than the current folder, click the folders above the current folder until you locate the folder you want.

  6. Click Type and click "eSuite Spreadsheet SmartMaster template" from the list of file types.

  7. Click the name of the file you want to save, if it does not already appear in the Name box.

  8. Click Save.

The template is saved as a file on your computer hard drive if you use a PC, or on your home server if you use a network computer.



To save a file as a template

  1. Open the file you want to save as a template.

  2. Modify the file if you want.

    For example, if you want to create a template from an existing budget, you might remove the data from the budget, but leave the formulas in place.

  3. In the aaction bar, click Worksheet.

  4. In the pop-up menu, click Save As.

  5. If you want to save the template in a folder other than the current folder, click the folders above the current folder until you locate the folder you want.

  6. Click Type and click "eSuite Spreadsheet SmartMaster template" from the list of file types.

  7. If you want to rename the file, click the Name box and type another file name.

  8. Click Save.

The template is saved on your computer hard drive if you use a PC, or on your home server if you use a network computer.



See also
About saving your work
Creating a blank worksheet
Opening a worksheet
Saving a worksheet
How do I use pop-up panels?