The Excel-to-Word Document Automation Add-in
Two Ways to Get Started:
From Within Your Office Application (Preferred Method)
- To get started, in Excel (then Word or PowerPoint), select the "Insert" tab on the ribbon. In the "Add-ins" section, select "Get Add-ins"
- In the search box, enter "Excel-to-Word Document Automation", then select "Add"and agree to the terms and conditions before selecting "Continue"
- The add-in icon should appear in the ribbon on the "Home" tab on the right side. Select "Got it" to activate it.
If you cannot access the Office Store: if you see "Sorry, Microsoft 365 has been configured to prevent individual acquisition of Office Store add-ins.", it means your Microsoft 365 administrator has disabled access to the Office Store. You can ask your administrator to deploy the add-in for you using Centralized Deployment.
From Microsoft's AppSource Website
- Use the above AppSource Badge to access our add-in directly through Microsoft.
- Sign in to your Microsoft account or sign up for a new free account. If you are a Microsoft 365 Admin you will be able to deploy the add-in to your entire organization or specific users or groups from this page.
- Choose an application to get started
- Launch the Add-in by choosing “Got it” then click on the Add-in to open.
- Start in the application you just opened or open a new or existing application.
Sample Content and How-to Guide
The best way to see how it works and to try a variety of features is to use the "Sample Content and How-to Guide" documents.
Follow the simple steps on the "Start" tab of the add-ins, under "To Get Started" and "Insert Sample Content".
The sample content exists for Excel, Word, and PowerPoint.
The add-in contains further instructions, including how to link documents to automate Word and PowerPoint 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
Authoring Basics - How to Link Content