Just tried using the Freelancers template with Google Sheets. I figured it would auto-create a file in my connected Google Drive with all the template fields and I could edit there.
However, I can’t find any file created in my Google Drive. How do I access and edit the Google Sheet that’s feeding into the template?
There is a small icon next to the refresh button above the Document dropdown. Click on that.
Hope that helps!
Super helpful! Realized a couple things, too. 1) for some reason, using the template didn’t auto-create the spreadsheet driving the template; 2) pressing the refresh button next to the spreadsheet icon is needed to make the spreadsheet show up. Otherwise, you can’t push the spreadsheet button.
But all set now. Thank you!!