The add-in is free for evaluation and light use.
Registration is not required to try it. Signing into the add-in will enable significantly more updates.
The add-in is very easy to add from within Microsoft Office - Update your first document within minutes.
In Excel (then Word or PowerPoint):The add-in icon (which says "Automate Content") will appear on the right side of the Home ribbon, and it will open in the right task panel.
The add-in works with Office for Windows and Office for Mac. Requires Microsoft Office 365 (Subscription Version) or Office 2019 or newer.
If you have documents that are already linked (using the add-in) and you want to perform updates: Make changes to your Excel workbook, then follow these 2 steps:
Initially, your Word or PowerPoint document needs to be LINKed to your Excel workbook once, then you can UPDATE the document many times or by many people.
If you want to link new or existing documents (Word to Excel or PowerPoint to Excel), view the resources below.
Learn how to link a variety of content, including text, tables, charts, images and shapes, from Excel workbooks to Word documents
A great way to see how it works and to try a variety of features is to use the "Sample Content and How-to Guide" documents. The sample content exists for Excel, Word, and PowerPoint.
The sample content 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.
Follow the simple steps on the "Start" tab of the add-ins, under "To Get Started" and "Insert Sample Content".
View other helpful resources, including how-to guides/videos and sample templates.
Microsoft 365 administrators can deploy the add-in for users using Centralized Deployment.
See the Troubleshooting Guide.
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.
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, you can Contact Us from within the add-in