Overview
Sheets created from a template will contain all the columns, sections, views, and other data contained in the template. Sheet templates also help you create standard report templates that work across multiple engagements.
Create a sheet template
Go to Settings ⚙️ > Sheets > ➕Sheet Template.
Name your template and select a framework (if applicable).
Import row data into a sheet template (optional)
If you’d like to include row data in your sheet template, you can import this from Excel.
Make sure your template already has the columns and sections you need
Click the 3-dots menu > Import sheet > Download template
Open the template file in Excel and add your row data. Save your file.
Return to the sheet import menu and click Upload CSV or XLSX. Upload your file.
Delete a sheet template
Open the 3-dots menu on your sheet template and click Delete sheet template.
Insert a sheet template into engagements
Once your sheet template is ready for use, you can insert copies of it into engagements. You can insert a new copy of the template, or you can push updates to sheets in active engagements if they were created from an older version of the template.
Insert a template copy into an engagement
Follow these steps to pull a sheet template into engagements. Another option is to create a sheet from within an engagement.
In your sheet template, click the 3-dots menu > Insert into engagements
Use the menu to select which engagements to insert into, and whether to insert into the engagement’s Sheets or Documents tab
Click Insert to push out the template
Modify a sheet template
Once a sheet template is in use, most attributes can still be edited. You can apply these changes to active sheets using the Update active sheets menu.
Push template updates to active sheets
If you’ve modified a sheet template, you can update active sheets to include these changes.
Changes to column names don’t require pushing an update. To update the column name in active sheets, click the yellow dot 🟡 that appears on the column header in the active sheet.
There are two ways to push template updates to sheets: update or overwrite.
Update existing sheet columns
Update existing sheet columns will update sheet columns with the columns in this sheet template. New columns will be appended, and existing columns will be updated to reflect any changes. All existing sheet cell data will be preserved. This option works well for updating a sheet's methodology.
This option will not delete any existing data inside sheet cells, but it can change column names and other column configurations. This action can only be reversed by manually changing these settings back in the engagement's sheet.
This option will apply any updates to these settings to existing columns in the engagement sheet:
Name
Details
Type
If you change a column's type to a format incompatible with cells' current contents, their contents will not be lost. Those cells will display a warning.
Options
For example, the options available in a List type column.
Column-level client permissions
This will not make the overall sheet visible to clients, which must be set in an engagement sheet's settings.
Default order
If you want to change this at the template level, save the default column order on your sheet template before pushing the update.
Some edits to sheet templates can’t be pushed out to active sheets with this action, including:
New views
Deleted columns and sections
Sheet-level client permissions
Sheet description
Overwrite existing sheets
Overwrite existing sheets will overwrite data in the active sheets you select, including the sheet description.
This is a destructive action and should only be used if you want to replace the selected sheets entirely.
Use this option when:
Adding a new column with pre-populated text in the cells
Adding a new row, with or without pre-populated text in the cells
Deleting a column
Modifying pre-populated text in a cell
If your sheet template contains a control activity column, please reach out to [email protected] for help making changes.