Create Authoring - Locations

Locations tie together the company information and office addresses for a particular location. There are also the following options that should be set for each location: default PowerPoint template and default PowerPoint date format. There is also an option to group locations into regions if there are numerous locations.

An end user picks the location appropriate to them from User Settings.

Generating the Locations Workbook

This will generate a workbook containing the current locations stored in Create.

From the Author task pane select the Company Information panel.

Select Generate Workbook below Locations.

The Browse for Folder dialog will appear. Browse to the location in which you want to save the workbook.

Click OK.

Once the workbook has generated it will be opened in Excel.

Editing the Locations Workbook

In the generated workbook read the instructions at the top of the worksheet carefully before starting to edit.

Make your required changes to the existing fields or add a new row to add new records.

Save the workbook.

Notes

• Set up the Locations as desired.
• When you are satisfied, save this workbook and import it back into Create.
• Only the data on the 1st sheet will be imported.
• Rows with empty cells in the Location Name column will be IGNORED.
• Rows with incorrect or blank data will cause the import to fail (except the Region (optional) column).
• Blank or unrecognised values in ID (PLEASE LEAVE!!) will be treated as new Locations
• WHEN IMPORTED ANY EXISTING RECORDS NOT ENTERED IN THIS SHEET BUT PRESENT IN CREATE WILL BE REMOVED FROM CREATE!

Importing the Locations Workbook

When you have finished editing the workbook, you will need to import it into Create.

From the Author task pane select the Company Information panel.

Select Import Workbook below Locations.

The Browse for Folder dialog will appear. Browse to the workbook that you want to upload.

Click OK.

A message confirming that the new records fill will replace the previous one will appear.

Click Yes to confirm.

Once the update is complete this dialog will open.

Click OK.

Related Topics

Company Information Records

Office Addresses