View is an Excel Addin which allows you to leverage the data from within your Practice Management System


Installing View

View is installed on a per-user basis directly into Microsoft Excel.
Step 1: Download the view setup application here: http://vsto.smarterbusinesssoftware.com.au/view/setup.exe

Step 2: Follow the prompts on this installer to install this Excel Add-in

Step 3: Once installed you will have access to the View toolbar within Excel.

Step 4: Press "Open/Load" and select the view configuration file which will be linked on your Smarter Business Software licensing portal.

  • From Excel - select Open > Select the download VIW file.

  • View will then install this configuration and open the target view.

  • Once this view is set up and opened in Excel the full View toolbar will be displayed.

If you are unable to install this add-in or cannot locate your VIW file please contact our support team at support@fuse.work


View Ribbon not Showing in Excel

Occasionally, Excel will disable View if View has encountered an issue. This will cause View to no longer show up as a tab in Excel.

Step 1: Open Excel > confirm View does not appear in the toolbar

Step 2: Click File > Options > Add-Ins > Manage > select COM Add-Ins from the drop down > Click Go

Step 3: Locate View on the list and make sure it is selected > Click OK

Step 4: Close and re-open Excel.

If view is not on the list Open Excel > Click File > Options > Add-Ins > Manage > select Disabled Items > Click Go > select View and Enable

If you are unable to get the View Toolbar to display - please contact your IT department or log a support ticket at support@fuse.work