Getting Started and Terminology

Note: This page has been replaced. Please continue to the updated and extended help page at https://help.excelwraps.com/support/online-help/help-quick-start-guide/.

Follow this guide to take the first step towards your paperless future. 

1. User Roles – Users can be assigned one, or any number, of roles which give permission for access and wrap signoff. E.g. 
• Competence Roles – Your site will be pre-configured with these competence roles C-Mech, C-Elec, C-Weld and C-QA. You may add as many competence roles as you wish to reflect your working practises.
• Hierarchical Roles – Your site will be pre-configured with these hierarchy roles H-Staff, H-Supervisor, H-Manager and H-Executive. You may add as many hierarchy roles as required.
• Team Roles – Your site will be pre-configured with these team roles T-Project, T-Production and T-Client. You may add as many team roles as required.
• Administration Roles – Your site will be pre-configured with these administrator roles Administrator (ExcelWraps Administrators), AdminTenant (client administrators) and AdminWorkgroup (administrators controlling a group of users).
2. Users - Add new users for your wrapsite. Alternatively send us a spreadsheet containing user's names, email addresses and their roles. We can create users without an email address if required.
3. Workgroups – Users can be placed into workgroups and you can devolve responsibility for user management. Workgroups will not be pre-configured on your site but may be added, if required, at a later date. 
4. Graphics - Your site will be pre-configured with a custom site logo but you may wish to add your own at a later date.
5. Wrap Groups - Wrap Groups define access controls and permissions to wraps, wrap instances and MyWraps reports. Your Wrapsite comes pre-configured with a Wrap Group called 'Default' but new wrap groups can be added at a later date.
6. XLW - Download and install XLW. Open Excel and you should see the XLW tab, it contains all the buttons to make a wrap. Use the 'XLW Package' button to work with your own subdomain by downloading XLWPackage.zip (it contains information about Site Roles, Site Users, Wrap Definitions and Wrap Groups). XLW reads this information so that it understands how your site is configured. Once installed you are ready to start wrapping.
7. Wrapsite Password Settings - The table below show the default settings for a new site. Enabling more password options results in a more secure site but may irritate site users.

Terminology - Wraps have their own rich vernacular which we use when talking about wraps. Don't worry soon you'll be talking wrap too. Here are a few examples:

• Wrap (noun) - a web app created from a source spreadsheet and linked to a cloud database then served up to a web community. 
• Wrap (verb) - to convert a spreadsheet to a web app. 
• ReWrap - to create a new wrap after a small alteration to the spreadsheet source file. 
• WrapBatch - a number of spreadsheets that require wrapping. 
• WrapInstance - a set of wrap data referenced by a unique key combination or ID. 
• WrapStack - a pile of wrap instances.
• WrapLinks - a value pulled from one WrapInstance to another with a hyperlink back to the source. 
• WrapMap - a wrap containing mainly WrapLinks providing a data summary and a fast way of navigating quickly between WrapInstances. 
• WrapSite - Your ExcelWraps website from where users access wraps. It will be a subdomain of ExcelWraps.com (e.g. MyOrganisation.ExcelWraps.com). The subdomain is sometimes referred to as a 'tenant' of ExcelWraps. AdminTenant is the role given to users who will manage the Wrapsite.
• WrapGroups - a set of access controls and permissions applicable to a number of Wraps. 
• MyWraps - a reporting tool to produce tables of data and live charts from WrapInstances. 
• WrapBot - a robot user who patrols the wrapsite automating many activities on the site like running large reports overnight, first loading of many instances so that wrap calculations are initialised and creating pdf copies of wraps so they are available for download.
• WrapPack- a zipfile containing the Wrap source and all the Wrap Instance data. This can be exported from one site and imported to another or interrogated by Excel.
• WrapSelfie - A QR code created at the top of each Wrap page to find the live version quickly from a hard-copy of the wrap.
• RipWrap - copy generic wrap solutions from our library for your own use. 
• WrapAttack - a campaign to envelop a new business area into Wraps. 
• WrapChat - live chat utility available on the ExcelWraps website. 
• WrapChap - ExcelWraps personnel working with you to create and install Wraps. 
• Wraptastic - when the resulting wrap is impressive.  
• Wraplicious - a particularly good looking Wrap.
• WrapSody - a highly emotional wrap.
• Wrapprentice - One who is learning to wrap.
• WrapKnack - the ability to make wraps.
• WrapTrap - the source spreadsheet has a circular reference error. 
• BadWrap, SadWrap, CrapWrap or PapWrap - a wrap that does not function as envisaged. 
• WrapSlap - when your WrapChap points out that you have made a silly mistake in your Excel Source file. 
• WrapNap - a welcome break after an extensive amount of time on a WrapSite.