Training & Support for your Systems2win templates


Personalization Synchronization

Purpose of Systems2win Sync

Easily synchronize your personalized templates :

  • from your master S2winPortal folder (usually on a shared drive)
  • to each user's Local Computer

Version Control

If you have ever worked at a company where...

Jack was using a 3-year-old version of a template,
and Jill was using a 5-year-old one that she customized long ago,
and no one knew where to find a copy of the latest version...

Then you will appreciate Systems2win Sync...

so all of your users always have the latest version
of YOUR (perhaps personalized) master templates

(even when they are on an airplane or don't have access to your company network or intranet)

How to sync?

Sync Now

When your leader sends you an email to notify you that a master template has been personalized, then his email should include instructions for you to use:

Excel Ribbon bar > Systems2win tab > Setup > Sync Now

How does it work?

If you see a dialog that says...

Your current portal setup choice does not require synchronization

then either:

  1. You are using the Trial version
  2. You only own a license for one user

    (so there is no shared central portal)

  3. Your leaders did not purchase a license for this optional feature
  4. Your IT Department chose a portal setup choice that does not support sync

    (such as SharePoint, Citrix, or Intranet)

  5. Your computer has a sync setup choice different from your company's default

Otherwise, it will sync your company's (perhaps personalized) master templates

from your company's master Systems2win Portal (located somewhere on your company's server)
to your own local computer.

  • Version 14 and higher —
    master templates are synced to a copy of the Systems2win Portal
    located on each user's c: drive (C:\Users\Public\Documents\Systems2win\S2winPortal\ )
  • Version 13 and lower —
    master templates are synced to the default User Templates folder on each user's PC

Learn more about Systems2win Sync

How to purchase Sync?

Contact us