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Note

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.


Applying updates to PlanSwift is simple and fast.  This quick guide will show you how to do it.

HOWEVER, if you are moving from a version of PlanSwift 9, 9.1, 9.2, 9.3, 9.5 to PlanSwift 10 or above, you need to download the actual link for the newest version. You can do so at this link:

PlanSwifthttps://www.planswift.com/dl/

1. Select the Help tab along the top of your screen.

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