How it works
The function allows for templates to be added or deleted from within any excel workbook. This allows for easier management of templates. This function is only available to admin users.
To add templates, simply follow these steps:
Step 1
Ensure to have the template to be added open as the active sheet.
Step 2
In the Help and Support group of The Audit Toolbar, click on the Manage Templates dropdown.
Please note that this feature will only be available to admin users. Click the below link to find out more.
Step 3
Within the dropdown, navigate to add new then click on add template.
A new pop-up window will appear.
Step 4
Enter the name of the template.
Step 5
In the category drop-down list, select the template type that the template should be added to.
Step 6
If the category is full templates, select the template group that the template should be added to, from the group drop-down list.
Once complete click continue.
Otherwise skip this step and click continue.
Step 6
A new pop-up message will confirm if the template has been created.
Step 6
In the Templating and documenting group, within the selected template type, the new template will be added there.
