How to find and open your Systems2win templates
There are 2 ways to find and open your Systems2win templates:
- From your Systems2win Portal
(which is usually on a server shared by multiple users)
- From your own laptop
(so your company's personalized templates are always available, even when away from your network)
How to find
Excel or Word 2007 or higher >
Excel or Word 2003 or lower >
How to find your Systems2win menu
Tip: If you have both
a licensed and a trial portal,
How to open files from
Using Internet Explorer:
Right-click a Word or Excel icon,
as illustrated in the picture →
Using Firefox or Chrome:
Right-click a Word or Excel icon,
This isn't just a Systems2win thing. This is the right way
You can left-click links to help pages and training videos,
How to make sure your browser is set up correctly to easily download files
Templates stored in your own laptop
Depending on your IT Department's Portal Setup Choice, you might also be able to open your company's personalized templates stored in your laptop - even when you are away from your company's server.
Excel or Word > Systems2win menu> Templates - User's Local PC
(older versions: Systems2win menu > Open a New Template)
Trial templates are in the General folder,
Why do we keep our templates in a folder tab?
Because power users might already have some of their own Office templates in the General folder tab of their default User Templates folder,
so we keep our templates in a separate Systems2win folder tab
What's that other folder tab?
You can also open your templates like any other Word or Excel template:
- Excel or Word 2013 hid this feature!
The only way to open this window is by using the Systems2win menu (as instructed below)
- Excel or Word 2010 > File > New > My Templates
- Excel or Word 2007+ > Office Button > New > My Templates
- Excel or Word 2003 > File > New > On My Computer
- Excel or Word XP > File > New > General Templates
- Excel or Word 2000 > File > New
No one knows why Microsoft chose so many different ways to get to the same window
from different versions of Office... but we make it easy on you...
Using ANY version of Office, simply select
Systems2win menu > Open a New Template
And one more way to find & open your templates
Of course, you can also use My Computer or Windows Explorer to open any template workbook in either:
- your local computer's default User Templates folder
- your S2winPortal folder
(How to find your S2winPortal path)
Also see instructions for how to enable macros in a workbook that is NOT a Trusted document.
Even if you are using Systems2win Sync, some templates cannot be opened from within Word or Excel
- Templates that are not Word or Excel
(PowerPoint, Project, PDF, or HTML templates)
- Less popular templates
- Policy templates
Some templates are intended to serve as the starting point for your leaders to edit their own PDF Policies,
so it wouldn't make sense to sync the unedited template.
When you save a document in Excel 2007+
You can save in xls, xlsm, or xlsb format
DO NOT save in (the default) xlsx format - because that will strip all of the macros.
Learn more about Excel file formats.
If there are multiple versions of the same template
If your team leaders have created multiple versions of the same template,
then see online training for multiple versions of the same template.
Tool Matrix - to find the right tool
Now that you know how to find & open your Systems2win templates -
your next question is probably "which one"?
That's what the Tool Matrix is for.
To help you quickly find the right tool.