This comprehensive guide outlines the best practices for customizing budget worksheet templates.
⚠️ It is important to maintain the general structure of the template including the location and combinations of the cells while making modifications. Changing the structure will prevent users from uploading the Budget Worksheet.
ℹ️ The system only imports the rows where the Extent of Work column is filled.
Template Location
To access this template:
Navigate to Settings.
Click on Templates.
Download the Budget Worksheet template.
Font and Colors
You have the ability to customize the template's font and colors to match your brand's look and feel.
Wording Changes
You have the power to modify the terms to suit your language.
Add or Remove Line Items
You can add and remove lines to match the items you need borrowers to submit
🚧 It's important to maintain the formatting of merged cells.
→ You can copy and paste the format from the existing items in the template.
⚠️If you add rows to the template without following the correct formatting, it will prevent users from uploading it.
Quick Tips
Actions You Can Do
Change colors
Add / Remove Items
Change wording
Change Extend of Work Options
Customize Cell Borders
Actions to avoid - Don'ts
Change Merge Cells
Change the order and position of cells
Changes to the general structure
Adding rows without formating
Adding rows to the top or the bottom of the table
Removing columns