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 Add-ins and then Go... next to the Manage drop-down list.
  3. In the Add-ins window, click Browse....
  4. Find the SEI Add-in for Excel.xla file in C:\Program Files\Sage\SEI Add-in for Excel and click OK twice.

  5. Office 2013 and later versions:
    • Open Excel Options.
    • In the left list, click 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 OK 3 times to complete the installation procedure.