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Loading the Excel Add-in

Complete the following steps to load the Excel add-in.

Place Add-in in Shared Folder #

Installing the Add-in #

+Place Add-in in Shared Folder+
TAD is an Excel add-in, which allows you to use TAD in all your Excel files. The add-in below will need to be placed in a shared folder on the network. The suggested folder name is “TAD”.

  • TAD Application V{TADVersion}.xlam

By placing the add-in in a shared folder, it makes future updates easier as you just replace one file instead of a file on each user’s machine.

+Installing the Add-in+
Follow the steps below to install the add-in.

  1. Open Excel, right-click on Home and choose Customize the Ribbon.
    !{IMAGE-LINK+v2-26-customize-ribbon}!
  2. That will open the Excel Options form. Check the Developer check box and click OK.
    !{IMAGE-LINK+v2-26-activate-developer}!
  3. You should now see the Developer option on the ribbon. Select that and then click the Excel Add-ins button.
    !{IMAGE-LINK+v2-26-see-developer-tab}!
  4. Click the Browse button to open your default Excel add-in folder.
    !{IMAGE-LINK+v2-26-browse-add-in}!
  5. Browse to the shared folder on your network containing the add-in file, select it and click OK.
    !{IMAGE-LINK+v2-26-select-add-in}!
  6. If you see a message asking to copy to the Addins folder, click No.
    !{IMAGE-LINK+v2-26-copy-add-in}!
  7. That should have checked the Tad Application V{TADVersionShort} option so you can click OK.
    !{IMAGE-LINK+v2-26-add-in-selected}!
  8. You should now see the TAD ribbon and can connect TAD to your server.
    !{IMAGE-LINK+v2-26-tad-ribbon}!

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