To use this loader, you need to select the template that corresponds to the Loader functionality once the templates have been installed. If this step has been missed, follow the steps in the Installation and Setup section. Once installed, navigate to ‘Select Template’ in the product ribbon.
This will open the ‘Generate Template’ form. Here we can select the CE Bank Statement Loader template.
Once you have chosen a template, click the ‘Create New’ button. This will create a new spreadsheet for the template selected and work can proceed.
If the template is already selected in the ribbon, you can add a new sheet at any time, by clicking the ‘New Sheet’ button on the ribbon.
