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In Windows 7 or 10 with Internet Explorer 9 or higher, you may see a message when you go to download
the file. (View screen) You should select Save As, and save the
file somewhere you can find it. You should NOT save the file in the program's directory.
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In Windows 7 or 10 with Internet Explorer 9 or higher, you may then see a message that "the publisher could not
be verified". This is normal. (View screen) You can either skip the
message or click Run to go directly to the installation process.
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In Windows XP, probably the first thing you will see when you try to install
the program is a "Security Warning". (View screen)
Uncheck the box that says "Always ask before opening this file", and then click Run.
In Windows 7 or 10 or Vista, you may be asked to enter an administrator name and password
after getting a prompt "Do you want to allow this program to make changes to your computer?".
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In Windows XP, you may see a "setup initialization error" message
(View screen), which probably means that you don't
have Administrator privileges, and must find someone who does.
There are other possible error messages, that mean the same thing.
If this happens, you will want to exit the setup at the next screen.
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The next screen you see should be one with a greeting and a Next button.
(View screen) If you did not receive
an error message first, then you should click the Next button.
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In the next dialog, accept and click Next.
(View screen)
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In the next dialog, enter suitable information (name and organization), then click Next.
(View screen)
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The next dialog confirms the installation folder.
(View screen)
You cannot change this. To install on a network follow these procedures, then
use the program itself to install on the network. (See below.)
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In this dialog, decide whether to customize your install, then
click the Next button.
If you are updating an existing installation and have customized either your
pricing charts or merge documents, you may want to select the Custom option.
If this is your first installation of the software, you must proceed with the "Typical" setup.
(View screen)
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In this dialog, decide which features to include, then
click the Next button.
If you have customized your pricing or depreciation tables, you may not want to
include the Pricing Charts option. Similarly, if you have customized your merge documents,
you may not want to include that option here.
(View screen)
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In the final dialog, complete the basic installation by clicking on the
Install button.
(View screen)
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If you want to install in a network folder, you will finish the process in the
program itself. Click the Settings button, then the Network Setup button, then
make the change. We strongly recommend that this be done by IT personnel.
(View screen)
After the process is complete, there may be two icons on your desktop, the old one and the new one.
You should delete the old one.
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If you have installed an update, then the next time you run the program
must be on the computer
where you ran the update installation.
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