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Spreadsheets Library

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Emilie Tanniou
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In the article, we will explain what the Spreadsheets Library is and how it works for an end-user. 

 

What is the Spreadsheets Library? 

The Spreadsheets Library works in Excel and allows you to easily open your company templates and create new spreadsheets, made available by your Templafy administrator(s).

 
  • The Spreadsheets Library is only available with the VSTO add-in for PC
  • The Spreadsheets can also be downloaded through the WebApp

 

How does it work? 

In Excel,

  1. Open the Templafy Library
  2. Click on Start new spreadsheet
  3. Select the spreadsheet you would like to open using the spreadsheet creation flow
  4. Optionally, change the user profile with which the spreadsheet should be created
  5. Select the desired option (open in Excel, save, or share)

 

Spreadsheets_Library.gif

 

 
  • PC users (VSTO add-in) may also access the spreadsheets through File > Home

 

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