System Administration

Enable/Disable Sheet with Instructions

An optional instruction worksheet can be added to the Excel template file. This worksheet contains custom text to convey to the user how the template should be populated.

To enable the template with instructions for a page:

1. Navigate to the page where the instructions should be configured in the Excel template.
2. Click the Change Settings icon in the Site toolbar.
3. Select Design.
4. Click Vertical View.
5. Click the Excel tab.
6. Click Edit.

   View the field description for the Pages page

7. Enter the value for the Excel Instructions field.

   NOTE: In order for the Instructions tab to be visible in the template, the Excel Instruction field must be populated.

8. Click Save.