(Current add-in version: 2.3.1.56)
Steps to download and install the Smart Workpapers Add-in
Download the installer
Click the link above to download the Smart Workpapers Add-in installer.
Once downloaded, ensure Microsoft Excel is fully closed.
Run the installation file
Locate the downloaded file and double-click to run the installer.
Follow the on-screen prompts to complete the installation.
Verify installation in Excel
Open a Smart Workpapers file in Excel.
(To download Smart Workpaper starter templates, visit the Smart workpapers Website)In Excel, Navigate to File > Smart Workpapers > Login.
Log in using your credentials. Once logged in, future logins should occur automatically.
Notes for specific environments
Deploying in a terminal server environment
For deployment across all users in a terminal server environment, refer to the knowledge article: Deploying the Smart Workpaper Add-in for all Users in a Terminal Server.
Using MYOB Document Manager
If your setup includes MYOB Document Manager, please refer to the knowledge article: Install Smart workpapers Add-in for MYOB Document Manager Users.
Troubleshooting common issues
Add-in disabled by Excel
Excel may disable Add-ins under certain circumstances. To resolve this:
Open Excel to confirm that both of the Smart workpaper add-in components have installed correctly.
You can verify this by Opening Excel, go to File > Options > Add-ins. You should see the following two components listed:
HowNow Smart Workpapers COM Add-in
HowNow Smart Workpapers Formulas Excel Add-in
Tip: In a typical installation, these files are installed in your user profile's local AppData folder (e.g. C:\users\[username]\AppData\Local\BusinessFitness\HowNow Smart Workpapers\...)
Additional support
For general troubleshooting, refer to the knowledge article: General Smart Workpapers Troubleshooting Steps.
If issues persist, please contact support for assistance.