Creating Templates

In general, you create templates using these steps:

Steps in creating a template.

 

Click on a step to go to the help page for that step.

 

Notes:

• At the minimum, you need to define a Detail template. Refer to this page to read about Template Types.

• You can create as many as 16 templates.  

• You can define templates to extract values from more than one column. Thus one template can have multiple traps.

• Worksheet Design has a Guide Me feature that can help you through the template definition process.