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This article applies to:

  • Product: ONESOURCE DataFlow

Edit a previously uploaded template

When you upload a template to ONESOURCE DataFlow, it catalogs the content and adds additional names to understand and work with the data. After you upload a template, download it from the Template Properties view to make any future edits.
  1. Find the template properties screen and select
    Download Template
    . If prompted, select the version.
  2. Save the file locally.
  3. Open the template in Excel.
    note
    If using Office 365, you may want to turn off
    AutoSave
    .
  4. Unprotect and make edits.
  5. Protect again, then upload the template.