AX1521

Launching Axiom applications

You can launch various Axiom applications from the Area menu in the Web Client, including the Axiom Excel Client and Axiom Windows Client.

Area menu with Launch section to launch various applications

The Launch section of the menu serves the following purposes:

  • You can install the Axiom Desktop Client from this menu as needed. After installing the Desktop Client (Windows Client or Excel Client), you can continue to launch the client from this location, or you can use other options to launch the client (such as a shortcut on your desktop).

  • You can install and launch Axiom add-ins such as the add-ins for Microsoft Office applications.

  • If your system uses SAML or OpenID authentication, this menu is the only way to launch installed applications. When using SAML and OpenID authentication, you must be authenticated using the Web Client before you can launch a desktop application.

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 Financial Institutions Suite Desktop Client

Using the Area menu, you can launch the Axiom Financial Institutions Suite Desktop Client. Click on one of the following items in the menu:

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 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 Area menu, you can launch Axiom add-ins. Click on one of the following items in the menu:

Item Description

MS Word Add-In

Launches the Axiom 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 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 and Word or PowerPoint. For more information on using these add-ins, see Word and PowerPoint integration.