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 to enter data in the template.

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 for the page .
5. Click the Excel tab.
6. Click Edit.

   View the field description for the Pages page

7. Enter the text to display on the instructions tab in the Excel spreadsheet for the Excel Instructions field.

   NOTE: If the Excel Instructions field is empty, the Instructions tab does not display in the template.

8. Click Save.