First Time Configuration

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

  1. Open Excel.
  2. Open Excel options:
    1. In the File menu, select Options.
    2. 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. Go back to Excel Options.

  6. In the left list, click Trust Center and select Trust Center Settings...

  7. In the Trusted Locations tab, click Add new location....

  8. Enter the installation location C:\Program Files\Sage\SEI Add-in for Excel and click OK 3 times to complete the installation procedure.