Get Started

The Excel-to-Word Document Automation Add-in

Two Ways to Get Started:

From Within Your Office Application

 

 

  1. 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"

     

  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 "Got it" to activate it.

From Microsoft's AppSource Website

 

  1. Use the above AppSource Badge or go to AppSource and search "Excel to Word" and click “Get It Now”

     

  2. Sign into your Microsoft account or sign up for a new free account

     

  3. Choose an application to get started

     

  4. Launch the Add-in by choosing “Got it” then click on the Add-in to open.

     

  5. Start in the application you just opened or open a new or existing application.

 

Insert Sample Content

To see how it works:

  1. On the "Start" tab of the add-in in Excel, click "Insert Sample Content" (or Download an Excel Workbook)
  2. Download Sample Word or PowerPoint Documents
  3. 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.

If you have any issues, Contact Us

Authoring Basics - How to Link Content

Resources

View other helpful resources, including how-to guides/videos, FAQs, and sample templates.