Start up Directions

Ready to start using your W5T product?

First, a couple Microsoft Excel setup requirements:

A. Excel must be installed on your computer.

W5 Templates work with Windows 10: Office 2013, 2015, 2016. Mac OS X: Office 2015, 2016, 2019.  Please make sure all updates are installed.

B. Open Excel and enable macros – important step!

Here’s a helpful Enabling Excel Macros PDF if you need assistance.

Now let’s go. Please be sure to follow each step!

  1. Click and save the downloaded file to your desktop.
  2. Select and open the W5T file.
  3. Enter the case sensitive password as it appears on your e-receipt: located in the text box above the Cart Total.

Password Productivity

4. Windows users, if prompted, select “enable content/macros”.

5. When prompted, save with a filename of your choosing.

6. Windows Users, operating Excel 2016+ please add our file as a “trusted document” in the Excel Options Trust Center.

7.  You are now ready to start using your W5T product !  When making changes to the Settings page you may retype or  use copy/paste; please do not use cut/paste. For additional handy tips refer to the How to Use and FAQs located at the bottom of the Home and Dashboard pages.

How to Use : FAQs

8. Don’t forget … save your edits / changes prior to closing the file and exiting Excel – just like with any Excel file.

9. If you subscribed to our W5T Cloud service an e-mail with your username (your e-mail) and your (temporary) password was automatically generated and sent to you.

To download the W5T app please visit: W5Templates in the Apple App Store,  the Android (Google) App Store, the Windows App Store.

Questions?  Call (1.412.498.3420) or email us.  We’re here to help.

Thanks for your business,

DAO IMG_4786 500






Dave Oshlag | CEO W5 Templates

Track, Control & Succeed by Managing: Who, What, Where, Why and When