Overview

To use Cryptosheets templates, follow the simple steps below:

  1. Find a template by searching the templates section
  2. Load the template in one of two ways:
    b) Insert into your current workbook  
    a) Open the template in a new workbook
  3. Modify the template
  4. Save the template as your own

Step 1:  Find a template by searching the templates section

Step 2:  Load the template in one of two ways

   a) Insert into your current workbook
   b) Open the template in a new workbook

*NOTE: You can load templates from the templates search page in the browse section, next to providers and endpoints OR from the workspace section by loading a Templates widget panel

Loading a template from the templates search page:


Loading a Templates widget panel in the workspace:

Step 3:  Modify the template

Step 4:  Save and modify the template as your own

Helpful Resources:

Visit the templates homepage
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Tags: template, screener, chart, model, dashboard, tutorial, help, guide, excel, googlesheets, spreadsheet

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