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.



  • 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.




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