How do I create a Trusted Location in Excel?

EBM Software applications require Excel to trust its connection to your Diligent website. With recent Microsoft Security Hardening, Excel now requires you to create a trusted location for all EBM-connected files, otherwise we can't guarantee your files will work as expected.

• If you encounter a warning message in a red bar at the top of Excel that says "Security Risk: Microsoft has blocked macros from running because the source of this file is untrusted" you'll need to create a Trusted Location in Excel and store/open all of your EBM-connected files from that folder location.

Setting up Trusted Locations

Create trusted locations and assign them full Macro enabled rights. You can create as many trusted locations as you want.

1. To do this in Excel, go to File > Options > Trust Center > Trust Center Settings > Trusted Locations > Add new location.
2. Add folders and/or include subfolders as Trusted Locations where you store your Diligent and EBM connected documents.
3. If you store them on the cloud, be sure to select the option to allow trusted locations on my network after trusting a shared drive or cloud based folder.
4. Quit Excel.
5. Move your affected files to a file folder you've designated as trusted.
6. Open your file(s) from that folder.