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The video tutorial demonstrates how to open and save an Excel template. The presenter highlights the importance of using a template for invoicing, noting they saved the file in the "Excel Macro-Enabled Template" format (xltm). They mention that Excel defaults to a specific folder for saving, but users can choose a different location. The tutorial then focuses on exploring the chosen template from Microsoft's online collection and discusses potential improvements for the invoicing process. Before making changes, the presenter provides an overview of how the template functions, referring to the file name displayed at the top.