FAQs

Frequently Asked Questions and Answers

Getting Started

Answer

1. Under the insert tab of Excel, PowerPoint or Word click the "Store" icon and search for "Excel to Word Document Automation."
2. Click the green "Add" button to load the Add-in to your application.
3. Click on "Got It" and then the "Automate Content" icon that appears on the right-hand side of the top ribbon of your application to open the add-in and get started

Answer

1. Search for "Excel to Word Document Automation" through https://appsource.microsoft.com and click on Get it Now.
2. Sign into you Microsoft Account if needed, then click continue
3. Choose the application you wish to use, the application will open with the Add-in placed on the top right-hand side of the ribbon
4. You will need to open a new or existing application to get started

The Basics

Answer

The add-in wasn’t designed to do mail merge (high volume of document updates). It is more focused on updating more-complex documents (one at a time).

Answer

There could be a couple of reasons. First submit your changes through the add-in in Excel by clicking on the blue "Submit Content" button on the submit tab of the add-in. Second make sure that you select "Update Document" on the Update tab of the add-in in Word. If it still doesn't seem to be updating check to see if your links have been established

Answer

If you are using the add-in through Excel you can find a list "Linkable Content" on the List tab of the add-in. In Word under the Link tab in the add-in you'll find "List Excel Source (All Controls. In PowerPoint under the Link tab in the add-in you can find the links by clicking "List Linked Content". The items in these two lists will show all of your linked content

Linking and Mapping Content

Answer

Please see Create Excel Links for step by step instructions

 

Answer

Please see Word Linking for step by step instructions

 

Answer

Please see our PowerPoint linking step by step and video instructions

Subscriptions and Limits

Answer

Each subscription has different limits. There are three free subscriptions plus three paid subscriptions as well as enterprise level options. All limits are explained here. Limits are based on Document Updates, Item Points and Data per month as well as Update size

Answer

You will see a yellow/red warning on the bottom of the add-in as you approach your subscription limit. Once you meet your limit, your ability to use the add-in will be stopped. Your limits will reset each month or with an upgraded subscription.

Answer

First you will need to register and login to AnalysisPlace by using the lock icon on the top right hand corner of any page. Next go to our purchase page, choose your subscription level and complete your purchase through PayPal

Answer

Go to the purchase page and sign into your AnalysisPlace account. Choose your subscription level and complete your purchase through PayPal. While in PayPal cancel your Preapproved Payments for the subscription you no longer wish to keep. In PayPal click on Settings > Payments > My Preapproved Payments. Please note that only one subscription (the one with the higher limits) will be available for your login.

Answer

Subscriptions are cancelled through PayPal. Log into your PayPal account. Click on Settings> Payments> My Preapproved Payments