Smart Workpaper Add-In Installation

If you wish to deploy the add-in for all users in a terminal server environment, please refer to:

Deploying the Add-In for all users in a Terminal Server


If you are using MYOB Document Manager on your computer and/or terminal server, please refer to: 

Install for MYOB Document Manager Users



Installation


Download the latest copy of the installer by logging into the Smart Workpapers Website and selecting Install (alternatively, you can download the latest add-in here).



After downloading, ensure Excel is closed, and run the installation file.


After the installation has completed open Excel and confirm it has been installed correctly. In Excel, select File → Options → Add-ins. You should now see the following two components:

Note: The version number 2.2.0.16 is only an example and not the current version.


In a typical installation, these files are installed in their AppData Local folder — E.G. C:\users\[username]\AppData\Local\BusinessFitness\HowNow Smart Workpapers\...


In Excel, open a Smart Workpapers Excel file and go to File → Smart Workpapers → Login. You should now be able to log in successfully if not already. This should be performed automatically from now on, though Excel can sometimes disable the Add-ins. In which case you can go through this installation process again, or check your Add-ins haven't been disabled by going to File → Options → Add-ins → Manage.


If you cannot access the Smart Workpapers functionality, you may find the Support Section helpful.




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