- Knowledge Base
- [EN] PatentSight User Guide
- Workbooks and Templates
Save and Open Your Workbook as a Template
If you are frequently making similar analyses, you might want to save your workbooks as templates to save time and avoid redundant work.
Your template workbooks will appear in the template area. You can create templates only for yourself or allow other colleagues to access them.
Note: The main difference between saving a workbook as a workbook and saving it as a template is that search settings will be deleted when saving it as a template. Charts and tables will be maintained and can be filled with new search results.
You save your workbook as a template according to the following instructions
And your saved template is now available in the template area
Open single sheets from templates you have made all widgets in the selected template are displayed
And a sample data filled widget appears
You can mark your favorite templates
Open an entire template as a workbook