How to find your Systems2win Portal Excel or Word 2007 or higher > Systems2win menu> Templates - Systems2win Portal Excel or Word 2003 or lower > Systems2win menu > Templates - Systems2win Portal How to find your Systems2win menu in different versions of Office   Tip: If you have both a licensed and a trial portal, then open your Systems2win Trial using the desktop icon

What is the Systems2win portal?

 

How to open files from your Systems2win Portal (don't double-click) Using Internet Explorer: Right-click a Word or Excel icon, and Save Target As as illustrated in the picture →   Using Firefox or Chrome: Right-click a Word or Excel icon, and Save Link As

This isn't just a Systems2win thing. This is the right way to open any document from any browser. You can left-click links to help pages and training videos, but documents such as Excel, Word, PowerPoint, or PDF need to be opened using right-click > save target as

 

How to make sure your browser is set up correctly to easily download files

 

Learn more about the Portal Setup Choices available to your IT Department -
to make it as easy as possible to distribute your personalized templates for continuous improvement.

 

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.

How?

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, and your licensed templates are in the Systems2win folder tab circled in red → → →

 

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 because we want to be a considerate neighbor What's that other folder tab? The S2winSync folder is where you can optionally use the Systems2win Sync utility to distribute your company's own (non-Systems2win) templates.

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File > New

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

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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:

1. your local computer's default User Templates folder
2. 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.

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Some templates can only be found in your portal

Even if you are using Systems2win Sync, some templates cannot be opened from within Word or Excel

1. Templates that are not Word or Excel
   (PowerPoint, Project, PDF, or HTML templates)
2. Less popular templates

   Most Software Project templates and Strategic Planning templates are not included within sync
   because we don't want to clutter up every user's PC with rarely-used templates

3. 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.