General Discussions

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  • 1.  Vena Templates

    Posted 5 days ago
    How do we access the templates? I did subscribe, but I'm obviously missing something. We are a new customer, so I'm learning my way around. I have seen more templates I could use during the sessions, but can't find them. Thanks!

    Carrie



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    Carrie Billings
    Assistant Controller
    Indiana Institute of Technology
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  • 2.  RE: Vena Templates

    Venanite
    Posted 5 days ago
    Hi Carrie,

    Nice to meet you! Great to hear you're interested in getting access to our new Excel Template Marketplace. Once you visit venasolutions.com/templates scroll down the page where you'll see 15 templates, organized into tiles, that you can download immediately.

    1. Simply find the template you're looking for and click DOWNLOAD FOR FREE.
    2. New page with details opens - click DOWNLOAD FOR FREE.
    3. In the Pop-up, enter Name/Last name and your work email address. Click the check box and the GET TEMPLATE button.
    4. Finally, from the new page click DOWNLOAD (Lower left tile)

     Now that you are Subscribed you'll receive notifications when new industry and use case templates are added.

    Hope that helps.

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    Frank Del Pinto
    Sr Director Product Marketing
    Vena Solutions
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  • 3.  RE: Vena Templates

    Posted 5 days ago
    Thanks Frank!

    I have also downloaded those already as well.  There were some grant management templates I saw this morning that I would like to use/customize. Do you know where I can find those? I wasn't sure if there was also a central location to find all of the Vena templates that come with the platform.

    Thanks,
    Carrie

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    Carrie Billings
    Assistant Controller
    Indiana Institute of Technology
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  • 4.  RE: Vena Templates

    Venanite
    Posted 5 days ago
    Hi,

    Funny you should mention Not For Profit. I'm working with today's presenter Kyli on getting these ready for the Marketplace. Unfortunately, I don't have a release timeframe yet. I can ping you here once I meet with Kyli over the next few weeks.

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    Frank Del Pinto
    Sr Director Product Marketing
    Vena Solutions
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  • 5.  RE: Vena Templates

    Posted 5 days ago
    That would be great!!! Thanks!

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    Carrie Billings
    Assistant Controller
    Indiana Institute of Technology
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  • 6.  RE: Vena Templates

    Posted 4 days ago

    Hi Frank!

    I would also appreciate the NFP grant management templates as the revenue piece will be our next build out in Vena. 

    Thanks,



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    Megan Gonyea
    Senior Grants Accountant
    National Womens Law Center
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  • 7.  RE: Vena Templates

    Founding Member
    Posted 4 days ago
    @Frank Del Pinto I'd also be interested in seeing the Not For Profit​​ templates!

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    Brendan Eger
    Assoc. Dir. of Information Systems and Analytics
    Partners In Health
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