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/or enter text, values, etc., to create 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 NX 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 saved.