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Upgrade version 6
Note: You must upgrade ALL of your per-seat licensed users at the same time. Why? Because every one of your users gets your new upgraded templates the next time that they sync the templates on their local PC with the master templates on your portal.
Step 1) Determine how long it has been since your last purchase or upgrade, and how many users you have licensed. How?
Step 2) Add to cart - by clicking the appropriate red cart symbol
Tip: Enable pop-ups to more easily see quantity discounts when using the shopping cart
If paying by PO (rather than credit card) print & follow instructions for Alternate Payment Methods
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Frequently Asked Questions
FAQ: How can we get a free or discounted upgrade?
Option 1) Get a free upgrade for your existing templates when you purchase more templates and/or seats
for an amount greater than what your upgrade price would have been.
How? Using the regular discount price table - click the appropriate red cart symbol to Add To Cart the number of bundles that you are adding. (Do not double purchase the bundles that you already own). And then choose your desired number of seats - which must be equal to or greater than the seats that you already own.Option 2) Refer a new customer, and get $100 coupon toward upgrade.
Consulting firms get free upgrade with first referral, and are eligible for finder's fees for subsequent referrals - as part of our Affiliate Program.Option 3) Publish a case study, that showcases how you successfully used your Systems2win templates.
Your case study can be published in any approved publication, including the Systems2win web site or newsletter. Contact us with your ideas for a case study.
FAQ: Can we upgrade just a few of the seats that we own?
No. Because of our sync capability, once one seat is upgraded, all of the other licensees automatically get synced with the same upgraded templates. So every user in a Licensee group must always own the same templates as every other licensed user in that group.
Pease refer to the Licensee section of your License Agreement.
FAQ: Can our company choose to have separate Licensee groups for different divisions or locations - each with it's own license for its own seats? (Perhaps for budgeting reasons, or so each group can have a different mix of templates))
Please refer to the Licensee section of your License Agreement.
FAQ: When we upgrade, do we get free updates throughout the year?
Excel Add-in application - yes. Starting with version 5, the Systems2win Add-in contains most of the Visual Basic code that performs calculations and macros. You can upgrade your Add-in at any time for free.
Templates - no. You get a new set of personalized templates each time that you purchase an upgrade.
FAQ: Can we purchase some templates now, and then still get a discount if we buy some more later?
Quantity discounts are for purchases made on a single sales order.
FAQ: Is there a lower upgrade price if we only own a few templates?
The upgrade price is the same no matter how many templates you own.
(So it might make sense to purchase more templates, rather than just upgrading the few that you own.)
FAQ: We were one of Systems2win's early clients - and we own a lifetime license for unlimited users. How do upgrades work for us?
The version 5 and lower template that you own - you own for life - for unlimited users within your Licensed group.
But those (version 5 and lower) templates will not continue to be updated.When you choose to expand your Lean tool kit - by purchasing a few seats of some version 6 templates that you do not already own, those users get a free upgrade for the templates that you already own.
And all of your users can continue using your older templates forever.If you already own the entire suite of Systems2win tools, (or you don't see anything new you want right now), then you might choose to upgrade some of your users to the latest version. As a valued early customer, you are eligible to purchase 4 or more v6 seats for the templates you already own at the UPGRADE price - rather than paying full list price. Price is based on the number of months since your most recent purchase or upgrade of your version 5 or lower templates.
When you receive your new templates, you will want to create a second portal, rather than overwriting your old one.
That way everyone in your unlimited-user-licensed company, division, or location can continue to use your Version 5 or lower templates for many more years, while your new per-seat licensed users move forward with the new version.
FAQ: Can we share documents between users with lower and higher versions?
Higher versions support documents created using lower version templates.
Lower versions are not always able to share documents with higher versions.
FAQ: Does Systems2win still support Office 2000?
Version 5 is actually more compatible with Office 2000 than version 4, and Systems2win will continue to support version 5 customers through the end of their Annual Maintenance support period.
But starting with version 6, as each template gets upgraded, any further attempt to support Office 2000 will be discontinued.
For more info, see known issues.
FAQ: Do we have any tips for making the transition easy from an old version of templates to new?
Yes. Tips for making it easy to upgrade from an old version to a new one
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Thank you for choosing Systems2win to help you continuously improve your tools for continuous improvement!
Upgrade policies, pricing, and packaging are subject
to change without notice.

