On the Files tab in the dialog box of the ribbon command File | Options 
, you can make settings for opening and saving files:
Template folder
Here, you can specify the folder in which the templates for PlanMaker documents are stored.
The dialog box that appears when you choose the ribbon command File | New to let you select a document template displays all templates that are in this folder.
Note: Normally, this setting should not be changed. Change it only in the event that you have actually moved the template folder to another place.
Default file format
Here, you can select the file format in which PlanMaker should save newly created documents by default.
If you create a new document with the ribbon command File | New and then save it for the first time, the Save dialog box always suggests the file format set here as default.
You can choose between the PlanMaker format and the Microsoft Excel format in several versions.
Important: Note that the Excel format do not know all of PlanMaker's features. If you save a PlanMaker document in Excel format, certain formatting options and other features could be lost. We thus recommend that you use the default setting "PlanMaker" here.
Saving section
In the Saving section, you can make settings for saving documents:
▪Prompt for summary information when saving
| If you enable this option, a dialog box will appear automatically the first time you save a new document to enable you to enter some additional information about it. For more information, see Document summary. |
Opening section
In the Opening section, you can make settings for opening documents:
▪Recently used files in File menu
If you click on the small arrow on the ribbon command File | Open  , PlanMaker displays a list of the most recently opened files. If you select one of these entries, the corresponding file will be opened immediately. Here, you can specify the number of files to be displayed in the list. |
Android/iOS only: Backup section
The Android/iOS version does not contain a "Backup" tab and its settings, which are described in the next section. Instead, you have to choose either No backup or Simple backup in the dropdown list on the "Files" tab.
▪No backup
| If you select this option, no backups will be created when documents are saved. (This option is not recommended.) |
▪Simple backup
| This makes one backup per document. It contains the previous version of the document. It has the name extension .bak and is in the same folder as the document itself. |
In the Android/iOS-Version there is also the following option for the above Opening section:
▪Auto recovery: Save state every ... minutes
| When this option is enabled, PlanMaker automatically makes a temporary backup copy of every open document on a periodic basis. You can enter a period of 1 to 100 minutes. |
Note: These temporary backup copies work completely independently of the Simple/No backup copies option described above.
| When you exit PlanMaker in the normal manner, these temporary backup copies are automatically deleted. However, if PlanMaker is abruptly shut down by a power failure, for example, while you are working on open documents, these copies become available when the program is restarted. PlanMaker recognizes that there has been a failure and offers to open the automatic backup copies of all documents that had been modified but not saved just prior to the failure. |
| You can then check each of the restored documents to determine if any of the most recently made changes have actually been lost, and then save them. |