How to find Help

for any Systems2win Excel template

Training videoTraining video: How to find Help for any Systems2win template  (turn on sound)

Also see the QuickStart training video

Tip: If you can't even get past the Welcome page - then you need to install the Systems2win application and/or enable macros


 

Whenever you open a new template for the first time...
ALWAYS START BY LOOKING AT THE HELP WORKSHEET
which contains help and training that is specific to THAT template

 

 

Select the red Help worksheet tab
(at the bottom of the window)

Red Sample and Help tabs

Every Systems2win Help page contains...

Help and training for THIS template..

Purpose: What is this template used for?

Instructions: for how to use this template

User-defined training: Easily add your own training

Suggested Reading: Links to online training, and suggested books

Excel Tips: Excel tips most valuable for using THIS template

 

Help Table of Contents

Every Systems2win Sample page contains...

A sample of what a finished deliverable might look like

Pop-up help:
Click any row or column header for pop-up help

Help for any shape:
Right-click > Format Picture or Object > Web tab
Excel 2007: RIGHT-click edge of shape > Size and Properties > Alt Text
Row and Column Header Pop Up Help

 


Reminder: Never delete or rename a Sample or Help worksheet

The template will become disabled if any Sample or Help worksheet is renamed or deleted.

Tip: Rather than deleting, we suggest to Hide and Unhide your Sample and Help worksheets,