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Spreadsheets Library

This article explains what the Spreadsheets Library is and how it works for an end-user. 

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).

  Note

The Spreadsheets can also be downloaded through the Web App.

How does it work? 

In Excel:

  1. Click on Find template button from the ribbon or the Library pane:
    SpreadsheetNewFindTemplate.png
  2. Select the spreadsheet you would like to open using the spreadsheet creation flow.
  3. Optionally, change the user profile with which the spreadsheet should be created.
  4. Select the desired option (Open in Excel, Save, or Share).

  Note

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

ExcelFileHomeFindTemplate.png

excel find template spreadsheet library
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