This article covers how to set up the GivingData Add-In for Microsoft Word and corresponds with Phase 1b: Client Instructions in the Microsoft Word Add-In: Integration Checklist. These steps must be completed by each user intending to use the add-in.
Refer to Phase 1a in the checklist above before completing the steps in this article, as a manifest file (provided by your GivingData contact) is required.
- Log in to Microsoft 365 Online, open a new Word document, and then click Home.
- Click Add-ins.
- Click More Add-ins.
- Click Upload My Add-in.
- Click Browse, and then select the manifest (.xml file) provided by your GivingData contact.
- Click Upload.
- Click the three dots icon, and then click Show GivingData Mergefields Taskpane.
- The GivingData Add-In for Microsoft Word is now installed, and will appear in the right-hand menu.