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Step-by-Step Guide to Changing Your Default Template in Origin

Published in Origin Template Management 2 mins read

Changing your default template in Origin is a straightforward process that allows you to customize the starting environment for new workbooks or matrix books. By setting a preferred template, you can ensure that every new project begins with your desired settings, styles, and data structures.

To modify the default template for new workbook or matrix books in Origin, follow these simple steps:

  1. Open the New Book Dialog:

    • From the Origin menu bar, navigate to File.
    • Then, select New.
    • Choose Workbook/Matrix from the submenu.
    • Finally, click Browse... to open the New Book dialog. This dialog displays a list of available templates.
  2. Select and Set as Default:

    • In the New Book dialog, browse through the displayed templates.
    • Choose the book (template) you wish to set as your new default.
    • Right-click on the selected template.
    • From the context menu that appears, select Set as Default. A confirmation message or visual indicator might appear, signifying your selection has been registered.
  3. Close the Dialog:

    • After setting your desired template as default, click the Close button to exit the New Book dialog.

From now on, whenever you create a new workbook or matrix book using the standard "New Workbook" or "New Matrix" options (e.g., via File: New: Workbook or File: New: Matrix), Origin will automatically use the template you have designated as the default.

Quick Reference: Steps at a Glance

For a quick overview, here's a summary of the process:

Step Action Outcome
1 Navigate to File: New: Workbook/Matrix: Browse... Opens the New Book dialog
2 Right-click on your desired template and select Set as Default Designates the selected template as the new default
3 Click Close Applies the setting and closes the dialog

This customization is particularly useful for users who frequently work with specific data formats, graphing styles, or analysis setups, as it streamlines their workflow and ensures consistency across projects.

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