Instructions on how to Install and Use a Spreadsheet Template

To install a template:

1. Download the Template from the website.
• Click on the download link for the template.
• A dialog box will pop up, prompting you to "open" or "save" the document; choose "save" document.
• A dialog box will pop up, prompting you to select a place to save the document in; select a folder like "My Documents\Templates".
  • note: the default location for saving templates is "C:\Documents and Settings\<user name>\Application Data\Microsoft\Templates"; only templates in this folder show up in the File | New... dialog.
2. Edit the Template
• Open Microsoft Excel.
• select File | Open...
• Navigate to the folder where you saved the template in step 1.
• Select the template file (extension type is *.xlt)
• Selection Open
3. Modify the template (insert your logo etc.)
4. Save the template.

To use a template (Method 1):

1. Open Microsoft Excel.
2. Select File | New ... from the menu
3. Select New Workbook from "Templates on My Computer"
4. Select the template from the list provided.
5. Edit the spreadsheet.
6. Save the spreadsheet.

To use a template (Method 2):

1. Open Windows Explorer (ie My Documents shortcut).
2. Navigate to the folder where you saved the template (eg My Documents\Templates)
3. Double click on the template to create a New spreadsheet.
4. Edit the spreadsheet.
5. Save the spreadsheet.

Once a spreadsheet is saved, use the open/edit/save commands as normal.

Each spreadsheet includes a worksheet titled "instructions"; this worksheet has any additional instructions on using the spreadsheet.

31-DEC-2007