View is an Excel Addin which allows you to leverage the data from within your Practice Management System.


Installing View

View is installed on a per-user basis directly into their Microsoft Excel.


To install view:

  1. Download the view setup application from here: http://vsto.smarterbusinesssoftware.com.au/view/setup.exe
  2. Follow the prompts on this installer to install this Excel Add-in






Once installed - you will have access to the View toolbar within Excel.





If this is the first time using View - press "Open/Load" and select the view configuration file which will be linked on your Smarter Business Software licensing portal.





  1. From Excel - select Open > Select the download VIW file.

  2. View will then install this configuration and open the target view.



  1. Once this view is set up and opened in Excel - the full View toolbar will be displayed:



If you are unable to install this add-in or cannot locate your VIW file please log a support ticket