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STEP-BY-STEP GUIDE

Download & Setup Instructions

Get your HCBS Excel Automation Program running on your Windows computer in under 10 minutes. Follow theses steps below.

SYSTEM REQUIREMENTS

Windows 10/11 - 64 Bit

MS Excel/Word - 2021 / 2019 / 2016 / 365

Current Microsoft Edge Version

Recommended - new or used standalone computer with clean copy of Windows for best performance.

1

Check Your System Type
64-Bit Only
  • Go to Settings → System → About

  • Check System Type — 64 Bit Windows Operating System

Settings → System → About → System Type

  • Windows Search Box, type features, press Enter

  • Find Microsoft Print to PDF — Check the Box​​

  • Click OK - Restart Computer

Search → type features → Turn Windows features on → Microsoft Print to PDF → Check → OK → Restart PC

Download & Enable Microsoft Print to PDF

3

2

Download & Install
  • Install HCBS Demo Setup File​​

  • Open HCBS Demo Program.xlsm on Desktop

  • Excel - Enable Macros​​

File→ Options → Trust Center → Trust Center → Check Settings → Macro Settings → Enable VBA Macros

  • Hit Test Setup Button on Company Setting Worksheet

  • Setup Settings & Load Data​​

  • Run Tasks!!!!!!!

Test Setup Button → "Software setup was Successful."

Verify Setup & Save Time and Money

4

FREE DOWNLOAD

Try the HCBS Demo Program

Download our HCBS Automation Program. Supports up to 50 Participants. Explore the Features before subscribing.

No credit card required.

Demo Expires on 05/29/2026.

 

 

Recommended to use on a stand-alone computer running Windows 10/11 with Microsoft Excel, Word & Edge.

Frequently asked questions

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add more Participants?

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Fill in the form below to let us you are interested in the HCBS Program - we'll get back to you as soon as possible.

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