is there any way of saving an excel workbook so as to make it availabe in every new matter?
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Excel - document container?
- Contributor
- 8 replies
Best answer by Sara Sultan
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.
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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.
+1- Smokeball Team
- 571 replies
- Answer
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.
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