Word Report Add-ins Installation Instruction

  • Last update:  2023-12-10
  • Overview

    To use the Word Report plugin normally, you need to first establish a corresponding add-in collection. This document introduces how to establish an add-in collection.

    Procedure

    Plugin Installation

    You can contact our technical support to obtain the plugin.

    For details about how to install plugins in the designer, see Server Plugin Management.

    Platform Configuration

    Download the plugin installation package based on section "Plugin Installation", choose System Management > Plugin Management, click Local Install, select the prepared package, and click OK.

     1.png

    Choose System Management > Word Plugin Management and copy the link (will be used in section "Creating an App") shown in the following figure.

     2.png

    Creating an App

    1. Access https://admin.microsoft.com/Adminportal/Home?#/Settings/IntegratedApps, log in to the Microsoft 365 admin center account, and choose Integrated apps > Upload Custom apps.

     3.png

    2. Set App type to Office Add-ins, select Provide link to manifest file, enter the link copied in section "Platform Configuration", click Validate, and click Next.

     4.png

    3. After the app is created, set user permissions as needed.

     5.png

     

    Adding Add-Ins in Word

    Open Word, choose Home > Add-ins, and select the custom app created in section "Creating an App", as shown in the following figure.

     6.png

    The installation is successful with the corresponding add-in tab on the menu bar, as shown in the following figure.

    7.png

    Attachment List


    Theme: Report Application
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