Edit an Existing Sheet

To edit an existing sheet ensure you have a sheet already created. If you need to create a new sheet, refer to the Generating a New Sheet section.

  1. Click the Templates button :image13.

  2. From the dropdown, click ‘Edit Existing Sheet’.

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  3. The sheet builder form will open, only having the fields that were in your existing sheet selected.

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  4. Using the check boxes, select to add or unselect to remove the fields you require. *

  5. Once clicking ‘Create’ a new sheet will be created whilst still preserving your existing sheet.

You can use the ‘Copy Active Sheet’ ribbon option to recreate your sheet layout if you already have all columns set up.