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:
- Amortize a loan
- Create an expense report
- Fill out a time sheet
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
- In the action bar, click Worksheet.
- In the pop-up menu, click Open.
- 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.
- Click Type and then click "eSuite Spreadsheet SmartMaster template" from the list of file types.
- Click the name of the template you want to open.
- Click Open.
The template you specified appears in the work area.
To save a template as a file
- Open the template you want to save as a file.
- Modify the template if you want.
For example, you can add the data you want to save.
- In the action bar, click Worksheet.
- In the pop-up menu, click Save As.
- 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.
- Click Type and click "eSuite Spreadsheet SmartMaster template" from the list of file types.
- Click the name of the file you want to save, if it does not already appear in the Name box.
- 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
- Open the file you want to save as a template.
- 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.
- In the aaction bar, click Worksheet.
- In the pop-up menu, click Save As.
- 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.
- Click Type and click "eSuite Spreadsheet SmartMaster template" from the list of file types.
- If you want to rename the file, click the Name box and type another file name.
- 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?