Add Evolve to Trusted Locations

If you are not able to open a data template file, check to make sure that the Evolve site location is added to the list of trusted locations in Excel.

  1. Click the File tab, and then click Excel Options.
  2. Click the Trust Center tab.
  3. Click Trust Center Settings.
  4. Check the Allow Trusted Locations on my network box.
  5. Click Add New Location.
  6. In the Path box, enter the URL for the Evolve site.
  7. Check the Subfolders of this location are also trusted box.

Next, Save your Evolve user credentials in the browser.

  1. Start any browser and Open the Evolve site.
  2. Type your credentials and sign in.