Excel Template Records
Overview of Excel Template Records
Tinubu Surety Solution for Carriers (TSC) provides a customizable way of generating Work In Progress, Company Financials, Personal Financials, and Account Profile Excel spreadsheets.
This feature is restricted to Admin users.
Creating new Excel Template Records
Select Reference Tables/Templates/Commercial Documents.
Click the Create link at the bottom left of the screen.
The Is Default* checkbox indicates the Excel file within this new record will be the first template that is loaded in the Excel report viewer.
Once the file has been selected, wait until the there is a Done with a check mark.
Click the Submit button to save changes.
Click the Back to List to return to the previous screen or to cancel changes.
Editing Excel Template Records
Click the Edit link beside the record you want to edit.
The Excel file contained inside the record can be downloaded, and edited using a spreadsheet program.
You may download the edited file by selecting the Download link on the record.
You may upload the edited file by selecting the Upload link on the record.
Make your changes.
Click the Submit button to save changes.
Click the Back to List to return to the previous screen or to cancel changes.
Inactivating Excel Templates
Select the Inactivate link for the Excel template you wish to disable.
You will be prompted to confirm or cancel your action.
Reactivating Excel Templates
Select the Recover Inactive Records link at the bottom of the page.
Click the Reactivate link for the Excel template you wish to reactivate.
You will be prompted to confirm or cancel your action.