The Excel-to-Word Document Automation Add-in
Two Ways to Get Started:
From Within Your Office Application
- 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"
- 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 or go to AppSource using Microsoft Edge and search "Excel to Word" and click “Get It Now”
- Sign in to your Microsoft account or sign up for a new free account
- 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.
Insert Sample Content
To see how it works:
- On the "Start" tab of the add-in in Excel, click "Insert Sample Content" (or Download an Excel Workbook)
- Download Sample Word or PowerPoint Documents
- Follow the simple steps in the Excel add-in. The Word and PowerPoint documents are linked to the sample Excel content. You can modify inputs in the Excel workbook to see how content changes in the Word and/or PowerPoint documents after you "Submit Content" (in Excel), then "Update Document" (in Word or 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.
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