Creating document templates

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Creating document templates

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.