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Chapter 7. Templates, Wizards, and Add-I... > Project: Using a Custom Template to ...

Project: Using a Custom Template to Streamline Monthly Reporting

This project shows you how to use templates (combined with other features) to streamline the process of creating a monthly progress report. In the final step, you store your new template in a workgroup template folder, where it can be used by any colleague who needs to create a progress report.

Step #1: Open a new template based on the built-in Report template of your choice.


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