SettingsTemplate Export

Template Export

Use this when the final DOCX/XLSX must follow an old report or official form. Header, logo, and footer stay from the template; the body can fill heading, summary, and meeting/report details.

Library

1Upload TemplateOld report or blank DOCX/XLSX form. Header, logo, footer, margins, and tables stay.

2Save And SetDetect body fields like heading and summary, then save the active template.

3Preview Then ExportUpload source data, review values, edit if needed, then download DOCX/XLSX.

1. Upload Template / Old Report

Best: DOCX or XLSX. Header/logo/footer stay; body fields are filled.

Upload the format file hereExample: old monthly report.docx or official budget.xlsx

NameLanguageStyle

Description

2. Choose Set Template

3. Upload Source Data, Preview, Export

Select a saved template first

Upload the new data/source file hereValues come from this file; format comes from the set template

Preview extracts the values first. Check body heading and summary here; export uses your edited preview values.

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