If you already have Diligence installed as an addin, please first go to Remove the Diligence Addin at the very end of this document.

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1 INSTALLATION OF DILIGENCE FOR EXCEL FROM THE DILIGENCE ZIP FILE PLEASE NOTE THE FOLLOWING INSTRUCTIONS WILL RESULT IN A STAND-ALONE INSTALLATION; THAT IS TO SAY INFORMATION WILL NOT BE SHARED WITH OTHER INSTANCES OF DILIGENCE ON YOUR CORPORATE NETWORK, IF APPLICABLE. If you already have Diligence installed as an addin, please first go to Remove the Diligence Addin at the very end of this document. The.zip, zipped Diligence installation file can be used instead of the automated setup executable file, and is the installation of choice for consultant versions of the software which may need to be installed on client sites, plus those users with corporate access limitations. Although not essential, we strongly recommend that you also set up the addin which will enable Diligence to be loaded automatically with Excel (see instructions after the installation) The instructions below can be undertaken by any level of Excel user and administrative privileges are rarely required for installation to MyDocuments or Roaming locations. However, if you run into problems please see the Issues and Errors section at the end of the document. Issues or Problems?? us: Support@DiligenceForExcel.com

2 Installing & Running Diligence for Excel (If you have acquired the file by rather than the website portal, please jump straight to 3) 1. If you are downloading the zip from our website (corporate users) then SAVE (I.e. do not open) the file. Depending on your Operating System and Browser your screen may look something like this 2. Once downloaded your system may give you the option to Open containing folder (shown below) or you may need to right click the file and Save-as. Save or Move the file to the location of your choice. We recommend MyDocuments or a RoamingFolder, but any folder to which you have read-write access will be fine. Now jump to point 4.

3 3. If you have acquired the zip file via , then save the ed zip file to any location of your choice. We recommend MyDocuments but any folder to which you have read-write access will be fine. 4. Navigate to the folder containing the zip file, using Windows Explorer 5. Right-click the file and select Open with (NOT just Open ) then Windows Explorer, as shown below IMPORTANT: OPEN WITH WINDOWS EXPLORER - DO NOT USE WINZIP OR OTHER ZIP PROGRAMS AS THEY DO NOT MAINTAIN THE REQUIRED FOLDER STRUCTURE he result should be a new window containing the Diligence Folder

4 6. Drag this Diligence for Excel folder (or copy and paste if you prefer) to the same location as the zip file. This new folder contains ALL the program files, license information and templates required by Diligence. In keeping with the Diligence philosophy of non-interference the folder will also be used to hold any data stored by the program (nothing is ever written to the registry). If you have no Excel/Windows security blocks (see below) you can now start using Diligence at any time by double-clicking or opening the Diligence Shortcut.xlam file from the Diligence for Excel folder. You should then see the Diligence menu as the last item on the Excel ribbon. Depending on your status and company you may need to enter your address (used ONLY for internal use) and department. You may also need to enter your license key which is available from if it has not been provided by your corporate IT department. Depending on your settings you may need to Enable Macros when it is opened. If ever required, you can remove Diligence in its entirety by simply removing the Diligence for Excel folder.

5 Excel / Windows Security Blocks In more recent combinations of Excel &Windows, a lock is set on files that have originated from the internet, such as the Diligence zip file. If the Diligence menu does not appear on your Excel ribbon, then unblock the files as follows Open Explorer, navigate to the Diligence folder and then right click on the Diligence shortcut file (Diligence Shortcut.xlam). On the General Tab click the Unblock check box at the bottom of the form.

6 That s it!. READ ON IF YOU WANT TO INSTALL DILIGENCE AS AN ADDIN (RECOMMENDED), SO IT OPENS AUTOMATICALLY WITH EXCEL TO INSTALL DILIGENCE FOR EXCEL AS AN ADDIN (Instructions for Excel 2010 Shown, other version may vary slightly) 1. Close all current Instances of Excel (this is essential), then start a fresh instance of Excel and from the File Menu, select Options

7 2. Press the Add-Ins button on the left hand side of the screen. Next select Excel Add-Ins (the usually the default selection) from the drop-down at the bottom of the screen and press the Go button adjacent to the drop down. 3. From the resultant Add-Ins form, press Browse

8 4. In the resultant form browse to the location in which you dragged the Diligence folder (MyDocuments / Diligence for Excel??) In that folder there should be three sub-folders. Navigate to the App folder and you should see a single addin, entitled Diligence.xlam. 5. Select the addin and press the Open or OK button 6. Depending on your corporate setting you MAY be prompted to copy the addin to your local Add-ins folder. The default value is Yes, but if this option is given to you, press NO IMPORTANT: IF you see this option, press NO

9 7. You will be left with the Add-ins form confirm your selection is ticked and finish installing Diligence for Excel by pressing OK 8. Diligence should now appear on your Excel Ribbon whenever you open Excel

10 ISSUES AND ERRORS We re here to help us: IF YOU ACCIDENTALLY COPY THE ADDIN TO YOUR ADDINS DIRECORY. To operate properly, Diligence for Excel requires additional templates and system files that are not contained within the addin itself. If you have inadvertently copied the add-in to the standard addins path, the toolkit will be lacking these critical files and you will receive the following error when you attempt to use it To resolve the issue Remove the Diligence Addin A) Follow points 1 to 3 of the Addin installation, above B) At point 3 UN-CHECK the Diligence for Excel addin C) Press OK D) Close and re-open Excel Now start again with the instructions as above