Open, save and close a worksheet

1. Click on the Standard toolbar.
    

2. If you want to apply the current project's template when opening the worksheet, check the box under Project Support.
   
   

3. In the Look in field, choose the disk/folder where the required design is located.
   
   

4. In the List of files and folders area, select the file then click Open.

Note: To open a file you recently worked on, select File, Open Recent Worksheet.  Select the file from the list. Worksheet lists the 10 last files you worked on.

To close a worksheet, click the Close button in the worksheet tab.

To close all open worksheets, select File, Close All.

1. Click on the Standard toolbar.
   
   

2. If this is the first time you are saving the worksheet, you will see the Save As dialog.
   
   In the Save in field, choose the disk/folder where you want to save the worksheet.
   
   In the File name field, type in the name of the file and press ENTER.

To save the current worksheet under a different name, click in the Standard toolbar. Do the same actions as in step 2 above.

If the current worksheet is an associated worksheet (associated.visual.sp4) and you want to save it as a visual-only worksheet (visual.sp4), use Save As Visual Worksheet.

If the current worksheet is a visual (visual.sp4) worksheet and you want to save it as a classic .sp4 file, use Save As Classic Worksheet.

To save all modified worksheets, click in the Standard toolbar. Do the same actions as in step 2 above.

When you are ready to order items that are in your worksheet, they must be listed as individual items, with no outline or standard levels.

To create a new worksheet with items from standards/outline levels listed individually:

1. From the File menu, select Save As Single Level Worksheet.
   
   
2. In the Save in field, choose the disk/folder where you want to save the worksheet.
   
   In the File name field, type in the name of the file and press ENTER.
   
   Note: Type in a meaningful name so you can easily link this worksheet to the original one.  For example, if the original worksheet is named Client1, name the single-level worksheet Client1_order.
   
   Notice that the new worksheet has items listed individually, with each line no longer in yellow.

This way, you still have the original worksheet with the Standard lines in it. If you ever make changes to the Standard, you just need to Save As Single Level Worksheet again to create a new worksheet with items listed individually.

Note: Saving as a single level worksheet is different from flattening a standard or breaking a standard link, which breaks the link to the custom catalog.