Creating Excel Templates
To create an Excel template:
1. From the desktop, select View > Navigation Windows > Utilities.
2. Right-click the Excel Templates folder and select New > Excel Template.
3. Open the properties dialog box of the Excel template you have just created.
4. Click the arrow at the right of the System Business Document field and select Create System Business Document.
The system business document creation dialog box opens.
5. Define the System Business Document name and the File Location of the Excel template you want to use.
6. Click OK.
The system business document is created.
The system business document must belong to document category
Excel Import/Export Templates or to a sub-category. For more details, see
"Classification".
7. In the MetaClass section, click the Connect button to select the MetaClasses representing the main concepts managed by the template.
In the context of Excel export, MetaClasses supported by Excel worksheets serve in lists to identify templates to be used as priority. For more details, see
"Running the Export Wizard from a List".
8. In the Excel Worksheet section, click the New button for each Excel worksheet you want to add to your file.
9. Click OK to finish.