User Login - EnterWorks - Precisely_EnterWorks - SmartTemplate_Pro - 2.2

EnterWorks SmartTemplate Pro

Product type
Software
Portfolio
Verify
Product family
EnterWorks
Product
Precisely EnterWorks > SmartTemplate Pro
Version
2.2
Language
English
Product name
Precisely EnterWorks
Title
EnterWorks SmartTemplate Pro
Copyright
2023
First publish date
2007
ft:lastEdition
2024-03-02
ft:lastPublication
2024-03-02T01:56:45.183620

Logging into EnterWorks

To log into EnterWorks:

  1. Click the Login button on the far left of the toolbar.
  2. The login screen will appear and it will ask for the website address for your EnterWorks system. Enter the URL of the desired EnterWorks environment.
  3. Log into EnterWorks:
    • If your EnterWorks system has been configured for single sign-on (SSO), you will log in using your organization's log in procedure and credentials.
    • If your system is not configured for SSO, you will be asked to provide your EnterWorks username and password. Enter your username and password, then click OK.

After you log in, if you have no templates published to the current workbook, your toolbar will only have the Login, Templates, and Help groups.

If one or more templates exist in your Excel workbook, you will see the full SmartTemplate Pro toolbar. (For a detailed description of all the functions available on the toolbar, see Getting Started.)

Logging in as a Different EnterWorks User or Logging into a Different EnterWorks Environment

To log in as a different EnterWorks user or to log into a different EnterWorks environment:

  1. Open the User Login dropdown menu on the far left of the toolbar and select Switch user. The Sign In window will appear.
  2. Enter the URL of the EnterWorks environment you want to sign into.
  3. Enter the credentials of the user you want to sign is as.
  4. Click OK.

Changing the Language in which Your Data is Displayed

To change the language your EnterWorks data is displayed in:

  1. Open the Login dropdown menu on the far left of the toolbar and select Change Data Language.
  2. A window will appear that will allow you to select the desired language.
  3. Click the OK button.
  4. A message will appear that indicates the language the data was originally downloaded in and directs you to click the Refresh Data button to download the data in the selected language.
    Warning: Clicking the Refresh Data button will overwrite the data currently in your Excel sheet.
  5. After you click the Refresh Data button, if the signed-in user has access to the selected data language, the data will be displayed in the selected language.

Logging Out of EnterWorks

To log out of EnterWorks, open the User Login dropdown menu on the far left of the toolbar and select Sign Out.