Onboarding – EBM Diligent Help Center

EBM Excel Add-In: Installation Instructions

Installing the EBM Excel Add-In is a straightforward process that enhances your Excel experience with improved functionality and security. By following the simple steps outlined below, you can seamlessly integrate this powerful tool into your local machine, ensuring smoother workflows and enhan...

Upgrading to the EBM Excel Add-In: Full Installation and Troubleshooting Guide

EBM Software applications connect your data from Diligent and the data lake directly to your reports in Excel, and they do this via the EBM Excel Add-In. Once installed, your EBM-connected files will work seamlessly and stay working, allowing users to access their data cubes without having to sup...

EBM Excel Add-in: Background and Benefits

Understand the origins, functionalities, practical applications, and overarching objectives driving the development of the EBM Excel Add-In. For the full guide, follow this link. This article contains the following topics: Background Benefits Exploring the Background of the EBM Excel Add...

EBM Excel Add-In: How it Works

This brief guide explains the functionality of the EBM Excel Add-In. As businesses evolve, so do their technological needs. With the EBM Excel Add-In, we aim to enhance your workflow while optimizing security and efficiency. In this article, we'll discuss how the add-in integrates with your EBM...

EBM Excel Add-In: Login Methods

This guide introduces you to Microsoft Shared Authentication, a system designed to streamline your login experience across our EBM and Blue Ops platforms. This method enhances security and convenience, allowing you to log in effortlessly to both the website interface and Excel-based applications...

EBM Excel Add-In: Troubleshooting

Troubleshooting potential issues with the EBM Excel Add-In is crucial for maintaining smooth operations and maximizing productivity. This guide provides valuable insights into common challenges you may encounter and offers effective solutions to overcome them. By understanding these troubleshoo...

EBM Excel Add-In: How to Uninstall

This article will guide you in uninstalling the EBM Excel Add-in. Below, you'll find straightforward instructions to help you remove the add-in from your computer efficiently. Whether you're experiencing issues or simply no longer need the add-in, follow these steps to complete the uninstallatio...

General Setup Instructions for Diligent

Your EBM or BlueOps rep will handle most of your setup and onboarding procedures right away, but here are some common recommendations when first getting started with Diligent. Set Up Your Team Client Administrator: Decide who will be the “internal Diligent admin” for your group. You can have mo...