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How To Get/Save An Excel Data Template

This article will explain how you can create an Excel data template in the DotActiv software. This is extremely handy when requesting data as there will be no confusion regarding what information is needed.

Applicable Products: DotActiv Lite, DotActiv Pro, DotActiv Professional

How To Create And Save An Excel Data Template

1. Open the DotActiv application, navigate to the ‘Data’ tab and click on the ‘Save’ icon above.

Save Excel Data Template in DotActiv

2. Now, select where you would like to save the template. You can also choose whether you want to save a ‘Full’ or ‘Product Only’ template.

Get Save an Excel data template

Your Excel data template will now be opened, ready to be sent to your respective client or supplier to accompany your data request.

If you want to know how to format and upload your data, read this article.

Please note that you must have access to Excel to upload an Excel file to the DotActiv application.

You can also use LibreOffice which is free to download for anyone. We have not tested this program ourselves. However, this does not mean that you should not consider using this program to open and upload an Excel file to the DotActiv application. You can download and read more about LibreOffice here.

Using the Excel data templates that you can easily create with the help of DotActiv eliminates any unclear data requests between you and the client, supplier, scanner, and others that you are requesting data from.

This saves all parties a lot of time and improves productivity and the overall correctness of your data.

Updated on January 22, 2021

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