Get Started

Excel-to-Word Document Automation Add-In

How to Get Started

  1. To get started, in both Excel and Word 2016, select the "Insert" tab on the ribbon.  In the "Add-ins" section, select "Store"


  2. In the search box, enter "Excel-to-Word Document Automation", then select "Add"


  3. The add-in icon should appear in the ribbon on the "Home" tab on the right side. Select it to activate it.


Get Started in 3 Steps

The add-in contains further instructions, including how to download/insert free sample documents that show you how to use the add-in to automate Word content updates (from Excel calculations, data, and charts).

Note that you cannot add new add-ins to protected Excel workbooks (in Windows). You must first add the add-in to a new or unprotected document (you only need to do this once). Then open your protected workbook, then you should be able to activate the add-in from the ribbon "Home" tab.

If you have any issues, Contact Us

Download Sample Documents

Use these document to get started and to see how it works.  The Word and PowerPoint documents are linked to the workbook.  You can modify inputs in the Excel workbook and see how content changes in the Word and/or PowerPoint documents.

Download Sample Excel Workbook

Download Sample Word Document

Download Sample PowerPoint


Authoring Basics - How to Link Content

How-To Guides

View basic instructions on how to create reports with the following features:

  • Merged Cells - Link tables with merged cells
  • Automatic Table Resizing - Insert/delete rows and columns in Word and PowerPoint tables to match the size the linked Excel table
  • Dynamic Lists - create lists, such as bullet point lists, that update based on formulas in Excel