The tutorial demonstrates how to incorporate printing templates into your spreadsheet-based report.
Our video guide details the process of enriching report development within spreadsheet applications by adding document templates. This approach aims to elevate both the appearance and substance of reports, such as those required for term life applications, focusing on three sample document templates to improve your reports’ quality:
1. Cover Sheet Template: The introductory page establishes a professional appearance for your report.
2. Summary Document Template: This template offers a brief overview of the vital information in your report, enabling easy reading and quick access.
3. Static Document Template: Used for presenting consistent information, such as legal or compliance details, across various reports.
To append/ update dynamic templates, follow the steps below:
- Open the print process designer and navigate to the “documents” section.
- In the Excel source file, TRUE and FALSE values are assigned to checkboxes corresponding to the desired document templates: cover, summary, and legal documents.
- For each document, proceed to the “Edit” page and enable the template by selecting the option “by the value of.” Then, choose the appropriate named range that matches the document template.
- Update the document accordingly. Repeat the steps for each template to ensure they are correctly configured.
- Before finalizing the application, click the “review” button to verify that all settings and configurations are correct.
- After confirming all document templates are set up correctly, publish the application, ensuring a professional and refined output.
- Following these steps, you customize your reports with dynamic content, enhancing document management efficiency in spreadsheet applications.