Creating a Template

Templates allow you to save the properties and values for a particular spreadsheet layout so that it can be reused. This is particular useful when you are receiving multiple shipments of samples with similarly formatted data files.

To create a template, follow these steps:

Click Import from the Sample Actions group of the Materials tab. The Import Wizard is displayed.
Enter the location of an Excel file containing data in the format that you want to create a template for , or click the button next to the File name box and browse to the location of that file.
The remaining controls will be automatically populated. Ensure the data is correct otherwise make the required changes, and then click Next.
Set the required properties and values, and then click Save Template. The Save Template dialogue is displayed.

Figure 12.2. The Save template dialogue box.
Enter a name for the template and any comments that you want attached to it, and then click Save.