Training & Support for your Systems2win templates


Installation & Setup

Your Information Technology person might bookmark this setup home page

For Each Licensed User

two bikers

Not just templates.
Not just training.

But also systems
that you won't outgrow

Initial installation — for each user <<< This is the most popular page

Optional ways to install on behalf of another user

Installation FAQs and troubleshooting

Known Issues

Free Updates (are different from paid upgrades)

Language Translations

Training & Support home page

Upgrade installation

Optional Legacy Compatibility Installer,
and/or data migration from old working documents to new templates

For Multiple Users

These extra instructions are needed only if you have multiple users...

Leadership Organization

Systems2win Leadership Roles

Multi-User Setup Checklist <<< Your leaders complete this checklist for all multi-user installations

Portal Installation


Your Portal has version control for your personalized tools

First-time initial installation

What is the Systems2win portal?

Portal Setup Decision Form

Suggested conventions for
what to name and where to store working documents to avoid broken links

Upgrade installation

Repair a missing or damaged portal


How to personalize your Systems2win templates

How to use your Customization Tracking System

to make future upgrades easy

tangled octopus and snakes

Our IT Department didn't know
it was possible to have
version control
for Excel templates

Systems2win has systems
for that, too?

How to distribute your personalized templates —

with version control

How to Sync your personalized Systems2win master templates

from your Systems2win Portal on your shared server —
to each of your users' computers

How to distribute your own custom Word and Excel templates

using the same Sync feature
that you use to distribute your Systems2win master templates

How to distribute fewer templates

if you don't want your users to have access to every template you own

Portal and Sync Setup Decisions

How to personalize your Portal

Alternate User Interfaces