To create and design custom templates for LoanBeam you need to install Excel Add-in for LoanBeam. The Excel add-in should be installed on every machine that uses the add-in feature.
To download Excel Add-in go to Admin > Account Setup > Download Excel Add-in.
Click on the "Download" button.
The LoanBeam Excel Add-in will be downloaded to your computer. Click "Open" once the LoanBeam Add-in is downloaded.
You will need to have administrative rights in order to install the Add-in. If you do not have those rights, please contact your IT department for help.
Click "Run" to begin the installation process. You need to make sure that you have Local Administrative rights on the machine you are installing the Add-in
Select the pending item "VSTO" to be installed on your machine and click on "Install" button.
While the files are being extracted the below window will display.
Once the files are successfully extracted, the VSTO installation process begins.
Once VSTO is installed, the below window opens. Accept the Microsoft license agreement and click on "Install" button.
The setup installation process for Microsoft Office begins.
On successful installation of Microsoft Office setup the below window opens, click on "Finish" to complete the installation process.
Accept the LoanBeam End User License Agreement and click on "Next" button.
Click "Install" to begin installation of LoanBeam Add-in in the InstallShield wizard window that shows the status as "Ready to Install the Program".
When the installation is in process the status will change to "Installing LoanBeam Add-in" and the progress of the installation will also be shown.
Once the Add-in is installed successfully the status changes to "InstallShield Wizard Completed". Click "Finish" to complete the process.
Use the following article to learn how to use the Add-In: Using The LoanBeam Excel Add-In