ONESOURCE

Workpapers Help

Update the Add-in Version

When you open Excel, you may receive a pop-up notifying you about a new release of the Workpapers Add-in.

Add-in upgrades are optional, but we recommend you install them to ensure you have the latest features.

If you receive a pop-up about a newer Add-in version:

  1. Select Yes.

    Screen capture showing the pop-up notifying you about an upgrade.

  2. Select a directory to save the file, and then select OK to start the download.

    Screen capture showing the pop-up to start the update download.

  3. Select Yes to launch the update.

    Screen capture showing the pop-up to launch the update.

  4. Select Next.

    If your computer has an outdated version of the Microsoft .NET Framework, you receive the Welcome to the Prerequisites Setup Wizard pop-up. The installer asks you if you want the Microsoft .NET Framework upgraded for you.

  5. Close all instances of Excel and return to the installation wizard.
  6. Select ONESOURCE Workpapers Add-in for Excel, and then select Next.

  7. Select Launch to install the Add-In.

    A security warning may appear, depending on your workstation's settings. If this message appears, select Run.

    Screen capture showing the Add-in Launch page.

  8. Select Next.

    Screen capture showing the beginning of the installation wizard.

  9. Select an installation folder for the Add-in files, and then select Next.

    Screen capture showing how to select a custom folder for installation.

  10. Select Install.

    Screen capture showing the screen that tells you the application is ready to install.

  11. Select Finish.

    Screen capture showing the final installation screen for the Add-in.

  12. Select Finish again when the setup is complete.

    Screen capture showing the final screen of the Add-in installer.