# Templates

Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. For
example, you could create a template for a monthly budget report or a quarterly sales commission
report.

:::{note}
Templates are available to all users on the database.
:::

(spreadsheet-templates-create)=

## Create a template

Any spreadsheet can be saved as a template. Open the relevant spreadsheet or {ref}`create a new one
<documents/documents/spreadsheet>`. From the menu bar, click {menuselection}`File -->
Save as template`. Modify the default {guilabel}`Template Name` if needed and click
{guilabel}`Confirm`.

:::{important}
Once a spreadsheet is saved as a template, any further changes to the open spreadsheet are
saved only in that spreadsheet. To make changes to the template, you need to {ref}`edit
the template <spreadsheet/templates/manage>`.
:::

You can also create a template by {ref}`making a copy of an existing template and editing it
<spreadsheet/templates/manage>`.

(spreadsheet-templates-use)=

## Use templates

To create a new spreadsheet using a template, open the Documents app and click
{menuselection}`New --> Spreadsheet`. Select the relevant template and click {guilabel}`Create`.

Alternatively, go to {menuselection}`Documents --> Configuration --> Spreadsheet Templates` then,
on the line of the relevant template, click {icon}`fa-plus` {guilabel}`New spreadsheet`.

:::{note}
By default, the new spreadsheet inherits the name of the template, which is shown at the top of
the screen. To rename the spreadsheet, click the name and edit it.
:::

(spreadsheet-templates-manage)=

## Manage and edit templates

Manage templates by going to {menuselection}`Documents --> Configuration --> Spreadsheet Templates`.
Remove the {guilabel}`My Templates` {ref}`filter <search/preconfigured-filters>` to view all
templates in the database.

Various actions are possible:

- Copy an existing template by clicking {icon}`fa-clone` {guilabel}`Make a copy` at the right of
  the screen. The new template appears at the bottom of the list. Click the {guilabel}`Name` to
  edit it.
- Edit an existing template (including one you just copied) by clicking {icon}`fa-pencil`
  {guilabel}`Edit`, then making the required changes. Modifications are
  automatically saved.
- Delete a template by ticking the checkbox next to it, clicking {icon}`fa-cog`
  {guilabel}`Actions`, then {guilabel}`Delete`.

:::{tip}
Use the download button under the {guilabel}`Spreadsheet file` column to export a template in
JSON format. The file can be imported into another database.
:::