From time-to-time, PlanSwift may release "Required" or "Mandatory" updates.
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1. Click Close.
2. Next, click on the Help Tab
3. Click "Check for Updates" - the Automatic Update dialog box opens.
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6. Click Next once more to start the upgrade process. Follow the instructions for installing the upgrade.
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When installing PlanSwift or upgrading PlanSwift, you need to close any Microsoft Office applications that may be running (Excel, Outlook, etc.) and it’s best practice to disable your virus scanner for the installation. |
If you are upgrading from a major version to another (for example, upgrading from PlanSwift 9 to PlanSwift 10), you'll need to copy your data files to the new product folder. See Migrating your PlanSwift data files from PlanSwift 9 to PlanSwift 10 Copy Data and Templates folders from Previous Version of PlanSwift (Migrating Jobs and Templates Using Windows Explorer) for more information.