Video: How to Find and Open Your Systems2win Templates

How to Find & Open Your Templates

Topics in this Video

• There are 4 different ways to find & open your Systems2win templates — 0:00
• The 1st way to find & open...
  Use your Systems2win Portal — 0:15
• How to open a file from a web browser — 2:05
• Where to save your file — 2:30
• Trusted Locations — 2:50
• How to enable macros — 3:20
• The 2nd way to find & open...
  Use Windows Explorer — 4:05
• How to open a Trial portal installed overtop of a licensed portal — 4:50
• The 3rd way to find & open...
  Use 'Local Computer' to open templates when you're away from the office — 5:00
• Use Systems2win Sync for version control of your personalized master templates — 5:50
• File format (cannot be .xlsx) — 6:30
• The 4th way to find & open...
  Use your own Alternate User Interface — 7:00
• Once you have found & opened your template...
  what next? — 7:50

Version 13 and higher...

Macros are now activated using the Systems2win menu

(rather than buttons within the workbook, as shown in the video)

Related Topics

• Quick Start Initial Training   to use ANY Systems2win template
• Use your Tool Selection Matrix   to find the right tool

Foundational Learning

• Training & Support  home page
• Video Tips