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Installation and Setup
Installation - Each User. Installation - Multi-user. Language Translations. Personalize Your Templates.Systems2win Training.
Quick Start Initial Training. New User Training. Training Matrix. Systems2win Leadership. Training Classes.Lean Training
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Excel Training. Excel Drawings (without Visio). Excel Charts. Word Training. PDF Training. Document Storage and Naming.Support
Support.Support and Training
Tech support... group training... phone consulting... web conference...
whatever is needed for your success
Self Help Online Training
Your Systems2win templates come with abundant online training, accessible any time of day or night:
- Quick Start Initial Training
What every user should know to use any Systems2win template - Training home page
- FAQ's
- Installation FAQ's
- Portal setup & sync training
- Known Issues for different versions of Excel
- Excel training
- How to use Excel as a drawing tool
- Microsoft Word training
- Lean Training home page
- Search for keywords
Additional relevant training
The Sample and Help worksheets of every template always contain training relevant to THAT template
Video: How to Find & Open your Systems2win templates
Video: How to Find Help & Training for any Systems2win template
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Free Support and Paid Support
Free support is for brief questions related to understanding how to use the templates.
Additional training & coaching is available on a billable basis
Trial templates come with free tech support during the trial period.
Licensed templates come with 1 year free tech support,
and whenever you upgrade you get another year of tech support.
How to request technical support
When requesting technical support, it is always helpful to send as much information as possible, including:
- Screen shot of the error you are getting, and description of what you are doing just before the error occurs.
- Which Version and Service Pack of Microsoft Office are you using?
(and language, if not U.S. English)
Excel 2013, 2016, and 365 – File > Account > About Excel
Excel 2010 – File > Help > About Microsoft Excel
- Version and Service Pack of Windows
(and language, if not U.S. English)
- Screen shot of the Systems2win About window
Excel Ribbon bar > Systems2win tab > Setup > About Your Systems2win Templates
With this information, we will be able to help you.
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Technical support is free if it has been less than 1 year since your most recent purchase or upgrade
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