» Saving a Customized Workbook as a Template

CATEGORY - Excel Worksheet, Workbook VERSION - All Microsoft Excel Versions

Why it is important to save a customized workbook as a template:

* Allows you to save custom Styles.
* Allows you to save Print Setups options as Header/ Footer details.
* Allows you to save default option settings (from Tools, select the Options dialog box).

* Enables many users to use the same design and structure.

To save a workbook as template:

1. From the File menu, select Save As.
2. In the File name box, type a name for the new template file.
3. In the Save As dialog box, select Template from the Save as type box.
4. Select the Templates folder save the new template, and then click Save.
5. Close the Template workbook.
Screenshot // Saving a Customized Workbook as a Template