How To: Saving a Spreadsheet as a Tab Delimited File in Microsoft Excel

Overview

Some selections in Tyler require you to create a spreadsheet and then save it as a ‘tab delimited’ file in order to upload it to your system (i.e. Bottom Text Load for Form L (02-18-15)).

This tutorial describes how to do this using Microsoft Excel.

Step-by-Step

Click image to enlarge.

  1. Create your spreadsheet.

Click image to enlarge.

  1. When you are ready to save, select the ‘Save As’ option (from the ‘File’ menu in Excel 2003 and earlier or from the ‘Office’ button in Excel 2007).

Click image to enlarge.

  1. Select ‘Text (Tab delimited) (*.txt)’ from the ‘Save as Type’ drop-down list.

Click image to enlarge.

  1. Specify a save location on your computer.

  1. Enter the name of the file in the ‘File Name’ box.

  1. Click ‘Save.’

Click image to enlarge.

  1. Click OK at the first warning message.

Click image to enlarge.

  1. Click Yes at the second warning message.