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Excel Templates, Training, and Coaching

How to find and open
your Systems2win templates

Version 13 or lower

Instructions for version 14 and higher

If you want just one simple answer...

1) Browse your Systems2win Portal

Assuming that your Systems2win add-in has been successfully installed...

when you open Excel, you will find the Systems2win tab in the Ribbon menu.

Systems2win menu > Systems2win Portal

Select 'Systems2win Portal'

which will open the Systems2win Portal home page in your chosen default browser

(Google Chrome, Firefox, or Internet Explorer)

If you own a license,

follow one of the links to one of the pages where you can browse to find your desired template

If you are using the trial version,

All of the trial templates are one page, so you can simply browse to find your desired template

Systems2win Portal

What is the Systems2win Portal?

 


 

How to open files from
your Systems2win Portal

(don't double-click)

Using Firefox or Chrome:

Right-click a Word or Excel icon >
Save Link As

 

as illustrated in the picture →  

 

Using Internet Explorer:

Right-click a Word or Excel icon >
Save Target As

Using Microsoft Edge:

Left-click a Word or Excel icon

Right click > Save Link As

This isn't a Systems2win thing. This is the right way
to open any document from any browser.

It is correct to left-click links to web pages and training videos,
but documents such as Excel, Word, PowerPoint, or PDF
need to be opened as instructed here

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

 

Not sure which tool you need?

Use your Tool Selection Matrix

to choose the right tool and then find and open your chosen template using any of the methods described on this page

(You will find your Tool Selection Matrix on the portal home page)

macros

Now that you have found and opened your template...

there are a couple more things that you might need to know...

How to open a blank sheet

How to open a blank sheet, where you will do your work.

Open a Blank Sheet

If it is a macro-enabled workbook

If you see this message bar
click the button to 'Enable Content'

Learn more about how to enable macros and how to set up a Trusted Location

2010 Security Warning

Protected View

If you see this message bar...

Protected View warning bar

Learn how to avoid this dialog


2) Synced Templates on your Local Computer

If your IT Department chose a Portal Setup Choice that supports the Systems2win Sync feature...

then you also have another way to...

open your templates

even when away from your company's server

How?

Excel > Systems2win menu > Local Computer

Systems2win menu > Local Computer

 

You will find your templates in the Systems2win folder tab circled in red → → →

Tip: In Office 2013, your new document might open in a new window behind the currently open window.

Tip: Only some of your Excel templates are synced and found here.
You will find ALL of your templates in your Systems2win Portal.

Systems2win folder tab

3) Windows File Explorer

You can also use Windows File Explorer to open any template.

(Not Internet Explorer... Windows File Explorer)

Don't overwrite a master template with a working document

Don't make the mistake of overwriting one of your master templates with a working document.

You can save your working document anywhere but in your S2winPortal folder.

S2winPortal in Windows Explorer

Where to find your S2winPortal folder

Caution: If you accidentally save your working document in the S2winPortal folder with your master templates...

then your working document will be deleted
the next time that you sync your master templates from the central master portal on your server.


4) Your Own Custom User Interfaces

In addition to the (above) standard ways to find your Systems2win templates...

Learn how to easily link to your Systems2win templates from YOUR own user interfaces

Alternative User Interfaces

If you're going to develop and support your own Custom User Interfaces, then here's what you need to know...

When Excel is launched programmatically from any third-party application...

such as SharePoint, Word, PowerPoint, Outlook, PDF, etc....

then Excel is designed to NOT load add-ins

Solution 1: Use any of the standard ways to find and open your Systems2win templates

(All of the methods described on this training page work flawlessly)

Solution 2: Follow our guidelines for how to open your Systems2win templates from your own custom user interfaces

Learn more


QuickStart Home Page


 
 

 

 

 

Video: How to Find & Open your Systems2win templates
(version 13 and lower)

 

 

 

 

 

Sabotage

You already knew about Systems2win?

Why didn't you tell me?

 

 

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