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Excel

Excel can update an existing workbook or turn it into a reusable template. The original is kept as the starting point.

In brief

  1. Optionally link a client folder and workflow.
  2. Describe what should happen to the workbook. The option to securely ask the client for an explanation requires a client folder.
  3. Choose Update workbook or Create template.
  4. Add an .xlsx, .xlsm or .xls file and give the workbook a name.
  5. Click Review workbook. Assess the worksheets, input fields and the compatibility report before you use a result.

Please note. Macros are not run. The file check shows what is supported for this workbook.

Tasks

Have an existing workbook updated

Options: Update workbook · client folder · workflow

  1. Open Home, Excel and link a client folder or workflow if needed.
  2. Describe which fields or calculations should be filled in.
  3. Choose Update workbook and add the existing Excel workbook.
  4. Check the workbook, the compatibility report and the suggested changes.

Turn an Excel file into a template

Options: Create template · name · input fields

  1. Open Excel and choose Create template.
  2. Describe which parts may be filled in later.
  3. Add the file and give the workbook a name.
  4. Choose Review workbook and assess the input fields and compatibility.

Securely ask a client to explain an Excel task

Options: Invite customer · type · dictate

  1. First choose the right client folder.
  2. Leave Ask your customer what should happen to the Excel workbook turned on if you want the task from the client.
  3. Use Invite customer once the button becomes available.
  4. Check the text you received or the spoken explanation before you use it.

Dictate an Excel task

Options: Dictate · correct text

  1. Open Tell me what you want in the Excel task.
  2. Describe out loud what the workbook is for.
  3. Check and correct the converted text in the task field.
  4. Then choose Update workbook or Create template.

Check an Excel workbook and its compatibility

Options: Worksheets · input fields · compatibility report · original

  1. Add an .xlsx, .xlsm or .xls file.
  2. Open Review workbook as soon as the form is complete.
  3. Read what is kept, which input fields were recognised and what was converted.
  4. Download the original if needed and only use the result after reviewing it.

Resume recent Excel work

Options: Recent work · status · resume

  1. On the Excel page, scroll to Recent Excel work.
  2. Open the right workbook by title and date.
  3. Check the status and continue with the open review or edit.

What you see can depend on your role, your plan and your organisation's integrations. Review every draft you create before you share or send it.