First Time Configuration

Excel has to be configured for the first time in order to display SEI Excel Add-in.

1. Open Excel.
2. Open Excel Options:
   • In the File menu, select Options.
   • Click on Add-ins then click on Go... next to the Manage drop-down list.
     
3. In the Add-ins window, clik on Browse....
   
4. Find the SEI Add-in for Excel.xla file in C:\Program Files\Sage\SEI Add-in for Excel and click on OK twice.
   
   
5. Office 2013 and later versions:
   • Open Excel Options.
   • In the left list, click on Trust Center and select Trust Center Settings...
     
   • In the Trusted Locations tab, click on Add new location....
     
   • Enter the installation location C:\Program Files\Sage\SEI Add-in for Excel and click on OK 3 times to complete the installation procedure.