View is an Excel Addin which allows you to leverage the data from within your Practice Management System.
View is installed on a per-user basis directly into their Microsoft Excel.
To install view:
- Download the view setup application from here: http://vsto.smarterbusinesssoftware.com.au/view/setup.exe
- 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.
From Excel - select Open > Select the download VIW file.
View will then install this configuration and open the target view.
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.