AX1521
Launching Axiom Financial Institutions Suite applications
You can launch various Axiom Financial Institutions Suite applications from the Web Client Quick Launch menu, including the Axiom Excel Client and Axiom Windows Client.
The Quick Launch menu serves the following purposes:
-
Users can install applications from this area as needed. Afterward, they can continue to launch installed applications from this location, or they can use other options (such as a shortcut on their desktop).
-
For systems using SAML or OpenID authentication, this is the only option for users to launch installed applications. SAML and OpenID authentication require users to be authenticated using the Web Client before they can launch a desktop application.
-
Users can install and launch add-ins such as the add-ins for Microsoft Office applications.
To open the Quick Launch menu, click the Quick Launch icon 
in the Global Navigation Bar The blue bar across the top of pages in the Web Client. The Global Navigation Bar provides access to system-wide features..
Quick Launch menu
NOTE: The specific clients and add-ins listed on the Quick Launch menu depend on your particular security permissions (as defined on the Permissions tab of security). If you do not have permission to a particular client or add-in, then that item does not display on the Quick Launch menu. If you do not have security permissions to any of the applications on the Quick Launch menu, then the icon and the menu will not be present in the navigation bar.
Launching the Axiom FI Suite Desktop Client
Using the Quick Launch menu, you can launch the Axiom FI Suite Desktop Client. Click on one of the following icons:
| Item | Description |
|---|---|
|
Windows Client |
Launches the Axiom Windows Client on your desktop. You must have the Windows Client Access security permission in order to see this icon and launch the client. If you do not have this permission, the Windows Client icon is hidden. |
|
Excel Client |
Launches the Axiom Excel Client on your desktop. Requires Microsoft Excel. You must have the Excel Client Access security permission in order to see this icon and launch the client. If you do not have this permission, the Excel Client icon is hidden. |
If the client is not already installed on the current workstation, clicking the icon will initiate the install and then launch the client. If the client is already installed, clicking the link will launch the client. Your browser must support ClickOnce in order to install and launch the client.
The appropriate client to use depends on your organization's preferences and on your user role. Your organization will provide instruction as to which client you should use, and grant access to the clients as needed.
For more information on installing the Windows Client and Excel Client, including prerequisites and configuration details, see the Installation Guide (on-premise systems) or the Axiom Cloud Technical Guide (Axiom Cloud systems). Some software prerequisites can be downloaded and installed from the Web Client. You can access the prerequisites download page from the Axiom Financial Institutions Suite About box.
NOTE: The default home page also contains links to launch the Windows Client or the Excel Client.
NOTE: The default home page also contains links to launch the Windows Client or the Excel Client.
Launching add-ins
Using the Quick Launch menu, you can launch Axiom Financial Institutions Suite add-ins. Click on one of the following icons:
| Item | Description |
|---|---|
|
MS Word Add-In |
Launches the Axiom Financial Institutions Suite Add-In for Microsoft Word. You must have the Word Add-In Access security permission in order to see this icon and launch the add-in. If you do not have this permission, the icon is hidden. |
|
MS PowerPoint Add-In |
Launches the Axiom Financial Institutions Suite Add-In for Microsoft PowerPoint. You must have the PowerPoint Add-In Access security permission in order to see this icon and launch the add-in. If you do not have this permission, the icon is hidden. |
The Word and PowerPoint Add-ins are optional applications to support document integration between Axiom Financial Institutions Suite and Word or PowerPoint.
