The Shared Templates Drive is an integrated document management system that makes it easy to securely share, organize and discover Excel4apps Wands related Excel template files. It is accessible from the Excel4apps, GL Wand, RDM, Budget Wand and Reports Wand menus.
What type of files should be stored in the Drive?
When uploading a file you will have the opportunity to classify it using one of the following Template Type classifications:
Template Type | Description |
---|---|
GL Wand Report | Any file containing GL Wand related formulas and calculations. |
RDM Template | RDM Template files used to replicate and distribute GL Wand Reports. |
RDM Scheduler Template | RDM Scheduler files used to schedule the execution of RDM Template(s). |
Budget Wand Upload Template | Files containing Load Budget functions. |
Reports Wand Report | Reports Wand Reports and files containing Reports Wand Run Report functions. |
File Permissions
File permissions are controlled by file ownership and the Excel4apps Wands System Administrator profile. The following table details the Shared Templates action and it's related control.
Action | Control |
---|---|
Open File | A file can be opened by any user. |
Create File | Any user can create a new file. |
Edit File | Only the owner or users assigned the Excel4apps Wands System Administrator profile can edit a file. |
Delete File | Only the owner or users assigned the Excel4apps Wands System Administrator profile can delete a file. |