Adding a Doc Template to an Outline (Excel)

Administrator Help Topic

As an Administrator, you can set the default Doc Template for an Outline. 
  1. In the Raw Tab go to Insert >> Doc Template >> From database (see Adding a Doc Template to Database) 
  1. The file will be brought into the outline and will be used as the template for formatting the output; the content (such as a cover page and headers/footers) will also appear on the output. 

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