Assist Pro+ / Templates and Present

Edit Template

Edits selected template file.

Where to find it

Follow the ribbon path.

Assist Pro + → Templates and Present → Manage Templates → Edit → Edit 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.

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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 › Edit, choose Edit Template to edits selected template file. 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 edit selected template file.

Everyday Excel

Reuses established workbook designs when you need to edit selected template file.

Accounting and audit

Reuses standard workpaper formats and audit documentation by helping edit selected template file.