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Concurrent Engineering Blog

How to add templates to your Mathcad Prime 3.0 worksheets

Posted by Emma Rudeck on 05-Dec-2013 11:48:00

One of the exciting new features of Mathcad Prime 3.0 is Templates. This means that you no longer need to spend time formatting each and every worksheet to include the basic structure or formatting that you use as standard. With a template, you can pre-populate your worksheets with information, such as:

  • Your organisation’s logo and branding
  • Pre-inserted headers and text fields
  • Legal notices in the footer

Here is an example of a Mathcad Prime 3.0 template:

Mathcad Prime 3.0 Template 

What are the benefits of templates for end users?

For engineers using Mathcad Prime 3.0, templates are a real time-saver. Instead of having to repeatedly add the same information to every worksheet, it is already there and read to use. You can set your worksheets to your own preferences, meaning when it’s time to start work, you can get straight on without distraction.

Templates mean that you are able to keep your documents standarised. They also enable you to share formatting preferences across the company so that everyone is quite literally on the same page.

How do templates work in practice?

To create your first template, start with a fresh worksheet. Add in all of the layout, structuring and data that you need to include. Now, instead of saving your worksheet as normal, you should select the file type MCTX, in the ‘My Templates’ or ‘Shared Templates’ folder. This now means you have your first template to use.

To access your templates, you’ll need to take the following steps.

  1. Hover over ‘New’ button to reveal an addition menu (Please note: Unless you’ve configured your version differently, clicking on the ‘New’ button will open up a blank worksheet)
  2. You can now select either ‘My Templates’ or ‘Shared Templates’ to access your templates. ‘My Templates’ is where you will find templates that you have personally created. ‘Shared Templates’ is where you will find templates that are shared with others, for example you may have company standard formats for worksheets.
  3. There is also a ‘Default Templates’ option. This is a collection of ready- made templates for you to see and view.

Can you edit an existing template?

In short, yes you can. To edit a template that you’ve already made, what you need to do is open up the template by following the instructions as above. Then make the amends before saving it as either the same or a new template.

Want to find out more about the new features in Mathcad Prime 3.0? Why not download the Mathcad Prime 3.0 FAQs for the answer to all your questions:


Download the Mathcad Prime 3.0 FAQs