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Difference between revisions of "How to make BudgetLink excel files work in OneDrive"
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How to make BudgetLink excel files work in OneDrive (view source)
Revision as of 22:36, 6 September 2021
, 22:36, 6 September 2021no edit summary
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== Overview == | == Overview == | ||
To share BudgetLink on OneDrive, follow these steps | |||
=== 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' | |||
This ensures that a copy of each BudgetLink file is stored on your local PC and not only in the cloud | |||
== | === 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]] | [[File:OneDriveOfficeSettings.png|300px|thumb|right|OneDrive Office Settings]] | ||
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# Click '''OK''' to save the changes; | # Click '''OK''' to save the changes; | ||
# Start BudgetLink. | # 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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