W5T Cloud Start-up Directions

 

Thank you for subscribing to W5T Cloud.  To get started, please follow these 4 steps:

Step 1: After subscribing you will receive a couple of e-mails.

  • One will ask you to verify your e-mail address; please complete this for us.
  • A second will contain a unique 4 digit passcode which you will need to log-in (enable) W5T Cloud.

Step 2: To enable the sync feature on your Excel spreadsheet

  • Navigate to the Setting page
  • Scroll to the bottom, click the date format box, use the format cells features (right click) to select a date format, click the “Update Date Format” button to the right.
  • Scroll to the top, click on the “Enable W5T Cloud” button in the upper left hand corner
  • Enter your e-mail address for the username and the unique 4 digit passcode you received
  • The Settings page will then display “W5T Cloud is Enabled for your-email-address”
  • Navigate to the Dashboard page
    • Make sure each contact/project has a note with a last contact and follow up date.
    • Click on the “sync” button, to the right of Import/Export Buttons; this will load your Settings page information and your contacts/project information to our secure cloud account.
    • A status indicator for the sync process will appear at the bottom left hand corner of the Dashboard page during this process. Depending on the number of records you’re uploading, this may take a few minutes to complete.

Step 3: Download our free W5T Mobile app for your Apple, Android or Kindle Fire phone/tablet

  • using your smart phone’s web browser visit: cloud.w5templates.com and pin the app to your phone’s home screen

Step 4: Once the app is loaded, log-in by entering your e-mail and the same 4 digit passcode used on the Settings page in step #2

  • Your contacts / projects will appear on your device according to the last contact date and are grouped by
    • Last 7 days, Last 30 days, Last 90 days, Greater than 90 days