Upload Excel spreadsheets to Document Template Manager

Submitted by: Rhoda Beitzel

Brief Description: Client requests ability to create Excel spreadsheets as templates and upload them to Document Template Manager

Current Function: Currently, users can build templates in DTM as emails or as Printed .doc files

Desired Function: The client wants the ability to upload Excel spreadsheets to the Document Template Manager

Reason for Function: The reason for this is to give the client the ability to work in Excel to save the basic layout of their report and use it as a table/template for their correspondence.

Priority: Medium  

  • Guest
  • Dec 4 2015
  • Reviewed: Voting Open
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