Configuring the Excel Plug-In

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The first time you wish to use the Excel Add-in, you need to input your SmartSimple username and password.

If you have previously installed SmartDoc for Microsoft Word, then your user setting will already be established.

Setting the user options

1. Click the SmartSimple Settings button.


The SmartSimple Settings window is displayed.


You use this window to set the following settings:

Resume Processing

  • Document Merging - Choose the option required for both resume processing and document merging. Select both check boxes.

SmartSimple URL Samples


1. Set the username to the name you use to log into SmartSimple.

2. Set the password to your SmartSimple password.

3. Set the Alias.

4. Set the URL.

5. Click the OK button.

In future you will be automatically connected to SmartSimple every time you start Excel.