Creating an Excel Template

TheFrog

New Member
Joined
Aug 4, 2009
Messages
11
Hi Everyone,

Just wanting some suggestions before I go ahead and create anything.

I am needing to create a template that is basically a data entry form. There are a limited number of drop downs and other data fields.

What I would like to know before I begin is:
- Can I add the template to the New Document menu
- Can I add a unique document ID number to each new document created (GUID's???)
- If I can add this unique document number / ID can I ensure that it does not change for the lifetime of the document?
- If I am using data validation for my drop downs and the template is available in the New Documents options for the user is there an easy way to update values for the drop downs without having to re-supply the template each time a change is made? (ie/ can we store it in a central network location?)

Thoughts on this are greatly appreciated. I can think of ways to go about this but what I have in my mind feels 'clunky' to me at the moment. I am hoping for a more elegant solution that needing to write oodles of code.

Cheers

The Frog
 

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