How to enable macros

Macros must be enabled for any Excel add-in to work

Setup - to enable macros

Assuming that the licensed or trial Systems2win Add-in has been installed on your computer...

Excel 2007+ > Office Button > Excel Options > Trust Center > Trust Center Settings > Macro Settings
must be set to something other than Disable All Macros Without Notification.

Excel 2003 or lower > Tools > Options > Security > Macro Security must be set to Medium or Low.

Then restart Excel.

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Trusted Locations

To avoid the Security Warning dialogs explained in the next section...
with Office 2007+, you can save documents in folders that you have designated as Trusted Locations.

Excel 2007+ > Office button > Excel Options button > Trust Center > Trust Center Settings button > Trusted Locations

 

It is a good idea to define at least 2 folders as Trusted Locations:

1. Your S2winPortal folder
   (that contains your master templates on either a shared server or your c: drive)
2. The folder(s) where you store most of the working documents that you create from Systems2win templates

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Every time you open a workbook that is
not saved in a Trusted Location...

here's what you have to do...

If you choose a Medium setting... (as recommended above) Office 97-2003 - each time you open a workbook, in the pop-up dialog box, click the button to Enable Macros Office 2007+ - each time you open a workbook, in the Security Warning bar (that appears just below the ribbon menu - as illustrated in the picture below), select Options button > Enable this content If the Security Warning bar fails to appear, right-click anywhere on the ribbon menu bar, then uncheck Minimize the Ribbon (as illustrated below)

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If you see this dialog...   it means one of 2 things...

1) You need to enable macros (as taught above) 2) You saved your file without macros In Excel 2007+ > Office button > Save As you can save your file in any file format EXCEPT FOR the default file format (.xlsx), which strips all macros To recover your data from from a file saved without macros... disable the Systems2win COM Add-In then restart Excel open your ruined file copy and paste your data to a fresh template

More troubleshooting in the Installation Setup FAQs

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Understanding digital signatures

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