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Create a new Excel document.
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Add a logo or other information to the Excel document if necessary. Anything you add to the document must be to the right of any potential exported data that will populate the document. For example, if your template populates columns A through G with data, any additional information in the template must be added in column H or after.
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Create a macro that is to be run when the file is opened, and name it Initialize_It. For example, you can write a macro to move cells, apply formatting, remove empty rows or columns, or remove duplicate headers and titles.
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The macro must reside inside a VBA module or it will not run.
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Refer to the macro used in the Excel file attached to the Excel Default Template document stored.
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Save the Excel file as an Excel 97-2003 Workbook (.xls) file or Excel Macro-Enabled Workbook (.xlsm) file.
The file must be saved with the .xls or .xlsm extension or it cannot be used.
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Close the Excel file and skip to Load the template file into the Desktop Client.
If you do not close the file, you will not be able to attach it later.