To create a new document template, proceed as follows:
1. | Start a new document or open a document or document template that you want to use as the basis for the new template. |
2. | Create the desired character and cell styles (and text, values, calculations, etc.) to be stored within the template. |
3. | Choose the ribbon command File | Save as. |
4. | Select the entry PlanMaker template from the dropdown list Save as type. |
5. | At this point, PlanMaker switches automatically to the folder where the document templates are located. |
| Android/iOS: This step is not supported here. Navigate manually to the folder "SoftMaker/PlanMaker 2021 templates". |
6. | Type a name for the template in the File name input field. |
7. | Confirm that you want to save it. |
The new template will now be stored.