Smart Excel Software Installation Steps

The email that you will receive contains your registration details, a software download link, quick start instructions and links to this support page and the product page.

The download file is an Excel macro-enabled workbook. It is delivered this way to facilitate the simple installation of the software as an Add-In.

  1. Click the link to download the workbook containing the software

    and

    change the file name suffix from .xls to .xlsm

     

  2. Before proceeding with the installation, decide which option you wish to choose. If you plan to use the recommended default option (1), continue to the next step.

    For a detailed description of the three options, refer to the section below. 


    If you intend to choose either of option 2 or 3, please move the workbook to the folder where you wish the add-in to be stored.
     

  3. Open the workbook in Excel. Should Excel ask if macros need to be enabled, please allow this.
     

  4. Enter the registration details as provided in the email and click OK.
     

  5. Click on the required installation option. Refer below.
     

  6. If you selected option 1 or 2, please close ALL instances of Excel and restart Excel.

    The "SmartXUser" menu can be found in the top ribbon and the software is now active.  

     

  7. If you selected option 3), the Addin file is located in the current folder, ready for manual installation. Refer to Install Excel Addins on how to do this. 

Click Here For Instructions on Generic Excel Add-In Installation or Removal  

 

Example Smart Excel Software Registration Form

Registration Window.png

Installation Options Description

 

  1. Create the Addin file in the default Excel Addin folder and install the Addin for automatic loading when Excel is started. (Recommended).

    The benefits of Automatic installation are:

    a) it takes seconds to complete,
    b) it is simple for you (there is no fiddling around with Excel or system settings) and
    c) it simplifies the installation of updates.

     

  2. Create the Addin file in the current folder and install the Addin for automatic loading when Excel is started.

    Note this may require changing security settings to enable macro files to run in the current folder. Refer FAQ's for how to do this..

     

  3. Create the Addin file in the current folder for you to perform a manual installation.

    Should automatic installation fail to work, please use option 3 and perform a manual installation of the Addin.

Click Here For Instructions on Generic Excel Add-In Installation or Removal  

Example Smart Excel Software Installation Options Window  

NOTEPAD Installation Options.png