Excel-to-Word Document Automation Add-In Resources
How to install the add-in and how to author and "link" documents. Also, see Overview and Usage Limits,
Trouble Shooting guide to help resolve issues related to getting started.
The best way to learn how to use the add-in is to "Insert Sample Content" on the "Start" tab of the add-in.
It contains comprehensive how-to instructions and examples for many features, including: Flex (Excel-formatted) Tables, Destination-formatted Tables, Shapes, PivotTables, Currency Switching, Multi-lingual Reports, Advanced Charts/Graphs, Automatic Table Resizing, HTML formatting, Document Assembly (Conditional Content), Auto-Hide rows/columns based on cell value, Conditional Submit, Table Merged Cells, Dynamic Lists, and Paragraphs, Professional Word layouts, Mail Merge, etc.
Create Excel Links - How to Create Text, Table and Chart Links in Excel
Word Linking - How to Link Excel content to Word
PowerPoint Linking - How to Link Excel content to PowerPoint content/shapes
Tables - Compares the 3 table types: Destination-formatted tables, Excel-formatted (Flex) tables, and tables sourced from an Excel table/range. Includes pros/cons of each type.
Personal Templates - How to create personalized Word and PowerPoint documents from within your Excel workbook
Office Online - How to use the add-in with Excel Online, Word Online, and PowerPoint Online (web-based versions of Office via OneDrive or SharePoint)
Centralized Deployment - Office 365 Administrators can easily deploy the add-in to multiple users using O365 Centralized Deployment
Manage Subscriptions and Accounts
How to Manage Subscriptions and Payments - how to manage subscriptions (for Stripe and Microsoft AppSource purchases), including changing plans and quantities, canceling subscriptions, and viewing payments/receipts.
How to Manage Your Account - how to manage your business account (control user access to the add-in, change administrators, view usage reports, set optional settings, etc.)
Excel, Word, and PowerPoint templates that you can modify and use to create document automation solutions for your business.
Some of the templates contain examples and instructions on how to use the add-in features and common spreadsheet tool capabilities.
Business Accounts (for Multi-User Environments)
Describes features for organizations that want to create and manage Excel-based tools that are used by multiple users. Key features include template-based document generation, version control, workbook management, auto-open, data protection, and usage analysis.
Also see the Free Business Trial
How it Works
Overview of how the AnalysisPlace Excel-to-Word Document Automation Add-In updates Word and PowerPoint documents. It also describes the infrastructure (technical architecture) used.
Customer Data Security
Describes known technical and performance limits when updating documents. These limits only apply to very large/complex document updates.
Contact Us - If you are a customer or are interested in our solutions, please Contact Us -- we may be able to help you via email.
Paid Support Services - If you need additional help (getting starting, resolving issues, or conducting more extensive work), request support. We offer Basic and Advanced support, as well as, custom Consulting Services for project-based work.