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Difference between revisions of "Adding a Trusted Location in Microsoft Excel 2016 and later"
Adding a Trusted Location in Microsoft Excel 2016 and later (view source)
Revision as of 01:31, 9 October 2024
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== | == Overview== | ||
BudgetLink has workbooks that require installing '''Ribbons''' and enabling '''Macros''' to work. | |||
On the first run, you will be prompted to add a '''Trusted Location''' automatically. By adding a Trusted Location, you ensure that Excel identifies the files as '''Safe'''. | |||
Select '''Yes''' to enable the files required by BudgetLink to run after they are added to Trusted Location. | |||
== BudgetLink installed on a Local Drive == | |||
[[File:add_trusted_location_excel365.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2016 and later]] | |||
[[File:add_trusted_location_excel365.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2016 and later]] | [[File:add_trusted_location_excel365.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2016 and later]] | ||
[[File:appdata_roaming_folder.png|300px|thumb|right|%APPDATA% folder]] | [[File:appdata_roaming_folder.png|300px|thumb|right|%APPDATA% folder]] | ||
[[File:select_trusted_location_folder.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2016 and later]] | [[File:select_trusted_location_folder.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2016 and later]] | ||
[[File:add_trusted_location_excel365.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2016 and later]] | |||
# Start '''Microsoft Excel'''. | |||
# Click on '''File''' > '''Options'''. | |||
# Click on '''Trust Center''' tab on the left side panel. | |||
# Click on the '''Trust Center Settings...''' button. | |||
# A new '''Trust Center''' dialog box will open up. | |||
# Click on the '''Trusted Locations''' entry in the list on the Trust Center dialog box. | |||
# In another file explorer window, enter "'''%APPDATA%'''" in the address bar without quotes | |||
# An "Appdata Roaming" folder will be opened. | |||
# Search and browse to '''BudgetLink''' folder. Copy the path to this folder. | |||
# Navigate back to Trust Center Dialog box and click '''Add New Location''' button. | |||
# Paste the copied text in the '''Path''' input box and select the '''Subfolders of this location are also trusted''' checkbox. | |||
# Click on the '''OK''' button of the Trust Center dialogue. | |||
# Click on the '''OK''' button of the Excel Options dialogue. | |||
# Close '''Microsoft Excel'''. | |||
== BudgetLink installed in Shared Location == | |||
If BudgetLink is installed on a '''Network Location or Mapped Drive''', the BudgetLink '''Ribbon''' will be stored in Local %APPDATA% folder which needs to be manually added to Trusted Location. | |||
# Start '''Microsoft Excel'''. | # Start '''Microsoft Excel'''. | ||
# Click on '''File''' > '''Options'''. | # Click on '''File''' > '''Options'''. | ||
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# Navigate back to Trust Center Dialog box and click '''Add New Location''' button. | # Navigate back to Trust Center Dialog box and click '''Add New Location''' button. | ||
# Paste the copied text in the '''Path''' input box and select the '''Subfolders of this location are also trusted''' checkbox. | # Paste the copied text in the '''Path''' input box and select the '''Subfolders of this location are also trusted''' checkbox. | ||
# | # Mark the '''Allow Trusted Locations on my network''' checkbox. | ||
# Click on the '''Add new location...''' button. | # Click on the '''Add new location...''' button. | ||
# Click the '''Browse...''' button and select the folder where BudgetLink is installed. | # Click the '''Browse...''' button and select the folder where BudgetLink is installed. | ||