Get Started

Excel-to-Word Document Automation Add-In

How to Get Started

  1. To get started, in Excel, 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

 

Insert Sample Content

To see how it works, on the "Start" tab of the add-in in Excel, click "Insert Sample Content", then follow the simple steps there.  Use the destination documents below -- these 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/update.

Download Sample Word Document

Download Sample 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.