Difference between revisions of "How to make BudgetLink excel files work in OneDrive"

How to make BudgetLink excel files work in OneDrive (view source)

Revision as of 22:36, 6 September 2021

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Jeff

Write, Bureaucrats, Administrators

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 == Overview ==
-When BudgetLink is installed in OneDrive, it is possible that the software will not work due to how Excel files and office documents are synchronised via one drive.
+To share BudgetLink on OneDrive, follow these steps
-By default, one drive will attempt to make office in charge of synchronising files so that multiple users can co-operatively work on the same file. When in that mode, a web document is opened, instead of the physical document on disk. However, web documents are not compatible with BudgetLink.
+=== Always Keep on this Device ===
+# Open Windows Explorer
+# Navigate to the BudgetLink folder within OneDrive
+# Write Click on the BudgetLink folder and select 'Always keep on this device'
-To fix this type of issue, you will need to turn off the ability for Office to synchronise the files.
+This ensures that a copy of each BudgetLink file is stored on your local PC and not only in the cloud
-== How to turn off office synchronisation for OneDrive ==
+=== Allow BudgetLink to open files from the C:\ drive ===
+When Excel files are located in Sharepoint, by default they are opened using a https:// path even if they are kept on this device
+BudgetLink is not able to connect to them when in that location
+To get around this issue there are two ways we can force BudgetLink files to be opened from the local copy
+==== Disable office synchronisation ====
+The first option is to disable office syncronisation in OneDrive
+Follow the steps below to do this
 [[File:OneDriveOfficeSettings.png|300px|thumb|right|OneDrive Office Settings]]
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 # Click '''OK''' to save the changes;
 # Start BudgetLink.
+==== Create a Mapped Drive to the BudgetLink folder ====
+If you require office syncrhonisation then use this option
+By creating a mapped drive to the BudgetLink folder and then opening it this way it will open the local copy of the files
+Ask your IT person for assistance with creating a Mapped Drive on your PC
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