Note: Print and read all of the following instructions before running the plug-in.

  1. Log in to the workstation as a local administrator
  2. Download the appropriate plug-in for your version of The Financial Edge.
  3. Save the .EXE file to the local hard drive of any workstation with The Financial Edge installed.
  4. Double-click the .EXE file.
  5. When prompted, unzip the files into the \Plugins folder on the workstation. (The default path is C:\Program Files\Blackbaud\[The Financial Edge]\Plugins.) The EXE file is a self-extracting zip file which contains .DLL and .VBD files.
  6. Register the .DLL file on the workstation.
  7. Have all other users exit and sign out of The Financial Edge.
  8. Log into the program.
  9. Click Plug-Ins from the navigation bar. The Plug-Ins screen appears.
  10. Click the appropriate link.
  11. Follow the prompts.