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In this video, you will learn how to personalize a master template (that gets copied to serve as the starting point for a working document)
Topics in this Video
automatically finds YOUR personalizations, and transfers them to your new master templates each time that you upgrade
Refer to list of what types of personalizations are and are not automatically found and transferred
Also known as 'User Substitutions'
Some documents have a VC sheet
For personalizations that won't be automatically found and transferred, use your Customization Log.
New Systems2win menu
This video illustrates the old Systems2win menu that used to be in the 'Add-ins' tab.
The new Systems2win menu has it's own 'Systems2win' tab in the Excel Ribbon.
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For Closed Captions translated into any language,
watch this YouTube version of this same how to personalize a master template video
How to Personalize
a Master Template