If you use one specific datasheet more than any others, mark it as standard datasheet which will open directly.

1. Click on the dropdown triangle next to the name of the datasheet.
2. Select  Save as standard to set this datasheet as default (user setting).
3. Select  Save as corporate standard to set the same standard for colleagues as well (only with administrative rights).
4. For standard templates, click on  Refresh to refresh the data.

Datasheets can be edited and saved in Accounts, Events, Items and Projects if you are authorised to do so.

1. Open the datasheet by clicking on the  Edit and save to directory.
2. Edit formats or contents of the datasheet according to your permissions. Even read-only documents allow for highlighting text passages by applying a  Background colour.

Datasheets are saved including the date and time in the record-specific directory. Refer to the Change log to check when, how and by whom the datasheet was edited.

1.  Save your input by clicking on the icon in the top left-hand corner of the input window.
2. If a folder structure or filing location has been set up during configuration, the datasheet is automatically saved in the correct folder of the directory. (Setting up default folders in record-specific directories)
3. If no specifications have been made, create your own folder structure by clicking on  New >  Folder. (Using directories)

Click on  Send datasheet as PDF attachment . A new email will open to which the datasheet has already been automatically added as an  Attachment.

The data sheet can also be saved externally.

1. Above the (unedited) data sheet, click on  Print or  Save to hard drive.
2. The same functions can be found in the toolbar of the open text document (data sheet).