Getting Started with the Desktop Designer

The Desktop Designer is your tool to make dreamy automated documents come true!

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If you don't have access to the Desktop Designer, you'll need an admin at your organization to assign you access.

Installing#

  1. The Windward Desktop Designer can be installed by clicking the download button in the Desktop Designer modal: img
  2. Run the program WindwardWebInstall.exe you downloaded above. It will download the appropriate version of report Designer for your computer.
  3. Click on "Next"
  4. Accept the EULA and click on "Next"
  5. Click on "Install" to accept the default installation directory, or "Browse..." to another directory and click on "Next".
  6. Click on "Finish"
  7. Start Microsoft Word, Excel or PowerPoint
  8. When Word, Excel or PowerPoint starts, enter your Windward Hub region, email, and password to activate your Desktop Designer.
  9. Verify that the Report Designer tabs are available. If the Report Designer tabs are not present, reboot your system.