Document templates

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Document templates

As you learned in the previous two sections, character styles and cell styles are always saved in the document in which they were created. If you want to use such styles in other documents as well, you should save them in a document template .

Each time you choose the ribbon command File | New file_new_icon, PlanMaker allows you to select a document template as the basis for the new document. If, at this point, you select a document template that you have created, the new document will have the same character and cell styles that you saved in the template.

Note: Document templates can not only contain your favorite character and cell styles, but also text, values, calculations, etc. This enables you to create a set of templates for invoices, annual reports, balance sheets or other frequently used documents.

Simply choose the command File | New, select the template and complete the worksheet.

For more information, see the following pages.