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is there any way of saving an excel workbook so as to make it availabe in every new matter?

I believe the answer is no. Similarly, you cannot add automated fields to Excel. You can however do some light formula work in tables in Microsoft Word. I have used this to some effect. See Use a formula in a Word or Outlook table - Microsoft Support.

In theory, you could also hire a programmer to develop a solution to your specific problem within a Microsoft Word (.DOCX) file to be uploaded as a template.


Hello Sheldon,

You can upload an Excel document to the Forms and Templates library, but as Jonathan said, you cannot add in any automation fields.