Adding Excel Templates
A template is a spreadsheet created in Microsoft Excel and contains embedded GoldMine DDE link fields. The DDE fields link contact information to cells so the fields remain dynamic, displaying the data from the linked fields in the configured cells.
NOTE: Use the Document Management Center to link to a spreadsheet template and edit as needed; the template must exist as a file. The most common option for creating a spreadsheet document are using Microsoft Excel with GoldMine Plus for Microsoft Office installed.
To Add Excel Templates
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1.
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Select Go To > Document Templates. The Document Management Center appears. |
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2.
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Select the User from the drop-down list. |
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3.
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Right-click on Spreadsheets in the Document Templates tree and select New. The Document Template Properties dialog box appears. |
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4.
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Type the Document Name in the format to appear in the Document Management Center and in the template drop-down list on the Merge Form dialog box. |
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5.
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Select the owning user from the Document User drop-down list. |
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6.
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In the Template Filename text box, type or browse to the location of the template. |
NOTE: To make changes to the spreadsheet, click the Edit button to open the spreadsheet, make any desired changes, then save the file.
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7.
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In the Document Management area, select from the following options: |
○ Save in Links Tab when merging for a single contact
○ Create History when merging
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8.
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In the Document Type area, select Spreadsheet. |
