Desktop App Set Up

Overview

The desktop application is one of the three applications in which Wise Option users can access their data. The tutorial below reviews how to get started.

Please note that not all features available in the desktop application are available in the web and mobile applications. Follow the instructions below to learn how to set up the Wise Option desktop application on your compatible device. Users can set up the desktop app themselves or have one of our network technicians do this for them.

Estimated Time to Complete – 10 minutes

Instructions

Before beginning:

• If you would like our network technician to set this up for you, please see the resources at the bottom of this page.

• If you would like to set up the desktop app yourself, you will need the server credentials for the terminal.

  • If you do not have these, please see the resources at bottom of the page.

  • You can then follow the instructions below to set up the desktop app connection

Click the tabs below based on the device type you need instructions on.

Windows / Android Device

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

Windows / Android Device:

Instructions for Windows / Android Device

Step-by-Step Guidance

1. Open the Microsoft Remote Desktop Application.

2. Enter the computer name (this field is NOT case-sensitive).

3. Click Show Options > Display.

4. Review options here. We recommend the bar is set to "Large" and if you have multiple monitors, you may wish to select the option "Show on All Monitors."

5. Click General.

6. Enter Username provided.

7. Click Save As to save to your Desktop (we suggest naming it Wise Option Terminal # [fill in the number])

8. Click Connect > Enter Password

9. Your password should now be saved.

10. Please note, some local security systems do NOT allow the saving of passwords. In this case, you may have to contact your local IT Security company to enable or enter this password each time you log in

Apple Device

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

Mac / Apple Device

Instructions for Mac / Apple Device

Step-by-Step Guidance

1. Open or Download the Microsoft Remote Desktop Application

2. Add New PC

3. Enter PC name (computer name)

4. Click on the User drop down and select Add User Account > Enter Username and password > Add

5. Recommend: uncheck Reconnect if connection is dropped

6. Click Display > Review options here

7. Click > Devices and Audio > Review options here (Suggested > Select Printers and Clipboard)

8. Click Folders > Check option to Redirect Folders

9. Click grey plus to select folders on your local computer which you would like to have access to while in the Desktop application (i.e. to upload documents or saved reports from Wise Option)

10. Click Add

11. Please note, some local security systems do NOT allow saving of passwords. In this case, you may have to contact your local IT Security company to enable or enter this password each time you log in

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Table of Contents

1. Navigation
2. Easy Document Access in Desktop App

Resources

Click Here to Contact Wise Option Network Support for help.

Connection Requirements

Hardware Requirements