Getting Started with ExcelSafe

ExcelSafe creates a folder C:\ExcelSafe and unpacks the appropriate files. To install ExcelSafe:

1. Open the ExcelSafe Setup wizard. Confirm the decision to install ExcelSafe. Once installed, the ExcelSafe login screen will appear.
2. Start by logging in as ‘ESAdmin’ with a password of ‘111111’ (six ones).

The ExcelSafe main screen should now be open.

Importing a Single MS Excel Spreadsheet

ExcelSafe can import single spreadsheets or entire folders of spreadsheets. To import a single spreadsheet:

1. On the main ExcelSafe screen, select Add New Spreadsheets.
2. Click Add an Existing Spreadsheet. In the Select Spreadsheet screen, select the appropriate spreadsheet and click open.

The spreadsheet should be added to ExcelSafe. Once opened from ExcelSafe, all compliance features will work automatically.

Importing a Groups of MS Excel Files

1. On the main ExcelSafe screen, select Add New Spreadsheets.
2. Click Import Multiple Spreadsheets. On the Import Spreadsheets screen, select the Import Multiple Spreadsheets tab.
3. Enter the appropriate folder containing the spreadsheets you want to import. If the folder contains subfolders with spreadsheets you want to import, make sure the Includes subfolders option is checked. Click Create File Listing.
4. The number of folders to import should appear. Click Import List from Files. Confirm the decision to import the spreadsheets.

All spreadsheets should be added to ExcelSafe. Once opened from ExcelSafe, all compliance features will work automatically.

Creating A New User

You will need to establish users and assign them appropriate privileges.

1. Under the Tools menu option, select Change Password. Click the User Administration button. (Note: This button is only visible to members of the Administrators group.) The User Administration screen should now be open.
2. On the User Administration screen, click Add New User. In the Add New User screen, enter an appropriate user ID and click OK. The UserID should appear in the list of All Users.

Some computer configurations prevent the User Administration screen from displaying new users automatically. If you do not immediately see the new user, close and re-open the User Administration screen.

Assigning Users to User Groups

1. Select the appropriate User in the Users field.
2. Select the group you want the user to be a member of. Click ‘<‘.

Removing Users from User Groups

1. On the User Administration screen, select the appropriate User in the Users field.
2. In the Groups this user belongs to field, select the group to remove the user from.
3. Click’>’.

Additional Information

If you need additional information about using ExcelSafe, please start with the Help File, accessible from the Help menu option. The Help file provides a comprehensive overview to the screens and features of ExcelSafe.

• Read the ExcelSafe FAQ
• Contact Ofni Systems if you have any questions or comments
• Information about 21 CFR Part 11
• Information about spreadsheet validation