Application Interface Wizard

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  • Open the Template Worksheet

Open the Template Worksheet

 
Select the template by clicking on the ‘Select Template’ button on the Application Interface Wizard ribbon. 
Note - You will be prompted to log in and select a Responsibility if you are not logged in.
 
 
The ‘Generate template’ form will appear.
Use the down arrow on the Template field to select an available Template and click 'Create New' to create a new worksheet for the selected Template.
 
 
If you click ‘Ok’ you will not create a new worksheet but can carry on working with those that already exist for this Template.
Note - Only templates assigned to the Responsibility currently being used in the Wizard, or templates not assigned to any responsibilities will be available for selection.
 
Once a Template has been selected and if you click ‘New Sheet’ on the Application Interface Wizard, a new worksheet for the selected Template will be created: