Tips to make it easy to upgrade from an old version to a new one

The top 3 things to remember to make it easy to upgrade from an old version to a new one

1. Use your Customization Log
2. Use your Customization Log
3. Upgrade to Version 5 or higher

Upgrade to version 5 or higher

Starting with version 5, most of the programming logic has been separated from the working documents, which makes upgrades much easier.

Although you will still want to periodically upgrade your templates, (to take advantage of improvements to the templates themselves), the separation of programming logic from working documents means that you can usually keep using your old working documents without needing to transfer your data - while still taking advantage of increased functionality and bug fixes that can be downloaded at any time.

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Update your Systems2win Add-in for free - any time

Personalize your new master templates first

If, (and only if), you personalized some of your Systems2win master templates. Then...

Before upgrading your S2winPortal, first use your Customization Log to quickly identify any customizations that you made to any of your old templates, and then quickly make those same changes to the new version of the same master template.

Back up

Before overwriting any master template, make a backup and store it where you can find it.

Transfer data from your old working documents

This is optional. The old document will work just fine as it is without doing anything.
And any new working documents that you create will start out with the foundation of the new template.
But if you do want to transfer data from an old working document to take advantage of the features of a new template... you can.

Tips for copying & pasting from an old template to a new one

If the source and destination color schemes, styles, formulas, data validation, cell comments, conditional formatting, and other hidden elements are all identical...
then simple copy Ctrl+C and paste Ctrl+V will work just fine.

Because hidden formulas and formatting are often not identical...
you will often want to use Paste Special.

To copy shapes... the Select Objects Arrow makes quick work of it.

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Tips for printing web pages (like this one)
Option 1) Print in landscape. Internet Explorer - File > Page Setup > Landscape.
Option 2) Print the web page as a PDF file, (which can then be easily printed).  Training: How to download and use free PDF writing software
Important: Any document created using a Systems2win template that is distributed outside of your licensed usersmust be in a non-editable format, such as printed paper or a PDF

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