Opening the template and sign in

Before opening the template, you must first configure your client computer by running the Client Configuration program.

  1. Open the template through Excel. If the template was emailed, do not open the template directly from the email; save the template to a directory on your client computer before opening.
  2. If the Security Warning dialog box is displayed, click Enable Macros.
  3. Basic or Anonymous Authentication Only: A dialog box opens for you to sign in at different times, depending on whether or not a dataset exists:
    • A blank template prompts you to sign in when you attempt to add a dataset.
    • An existing workbook prompts you to sign in immediately after loading the workbook.