Assist Pro+ / Templates and Present

Add Template

Save active sheet as template.

Where to find it

Follow the ribbon path.

Assist Pro + → Templates and Present → Manage Templates → Add New → Add Template

Part of Assist Pro+. Eligible tools can also be selected through Assist Pro’s 30-tool Vault allowance. Check the Vault for availability.

Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.

Browse all tools

Practical guidance

Use this tool in your workflow.

How to use

Open the destination workbook or working-paper file before inserting or changing templates. On Assist Pro + › Templates and Present › Manage Templates › Add New, choose Add Template to save active sheet as template. Complete the required dates, figures, references and sign-offs after inserting the template.

Best use case

Useful when preparing standard reports or audit workpapers and you need to save active sheet as template.

Everyday Excel

Reuses established workbook designs when you need to save active sheet as template.

Accounting and audit

Reuses standard workpaper formats and audit documentation by helping save active sheet as template.