Field notes on document workflows

The Jetformat blog is a collection of document workflow tutorials, format comparisons, and credit estimates. Tutorials walk through a task; comparisons explain when operations differ; data articles show their assumptions and calculations. Updated 2026-10-05.

115 articles · Page 12 of 15

1. Tutorials2026-10-05· 2 min read

   Remove an obsolete worksheet column deliberately

   Remove an obsolete worksheet column deliberately. A reporting template can retain a column that is no longer needed.

2. Tutorials2026-10-05· 2 min read

   Remove an unused defined name from Excel

   Remove an unused defined name from Excel. A workbook can accumulate names left over from retired reports.

3. Tutorials2026-10-05· 2 min read

   Rename a worksheet for a customer handoff

   Rename a worksheet for a customer handoff. A workbook's internal tab name may be unclear to recipients.

4. Tutorials2026-10-05· 2 min read

   Restore a hidden worksheet column for review

   Restore a hidden worksheet column for review. A workbook received from another workflow may hide supporting values needed for an audit.

5. Tutorials2026-10-05· 2 min read

   Reveal a hidden Excel row before an audit

   Reveal a hidden Excel row before an audit. An audit can require reviewing supporting rows that were hidden for presentation.

6. Tutorials2026-10-05· 2 min read

   Separate workbook tabs into individual XLSX files

   Separate workbook tabs into individual XLSX files. A delivery process may need separate files for the worksheets in a combined workbook.

7. Tutorials2026-10-05· 2 min read

   Set a PDF title before handing it to a customer

   Set a PDF title before handing it to a customer. A PDF viewer can show stored metadata instead of the filename in its title area.

8. Tutorials2026-10-05· 2 min read

   Set document title and author metadata in a DOCX

   Set document title and author metadata in a DOCX. A report's visible cover can disagree with its stored title or author metadata.