Two demo files ship with each update after October 10, 2021.

Both can be found in c:\program files (x86)\Pathagoras\demodata

(1) Move the file "John Doe GPOA.xlsx' into either a dummy client folder, preferably under the folder where your other clients are stored. (This will give you the best 'real life' experience.

(2) You can leave the file called  GPOA.docx (the ''form document") where it is. If you decide to move it, be sure to repoint its reference in the John Doe spreadsheet so it can be found.

Run Excel Complete. When asked to navigate to a file, navigate to the Client's spreadsheet ('1' above), not the template document. Once selected, It should run automatically.  You can open the client's spreadsheet for guidance on how to create one for 'real.'