The GivingData Add-In for Microsoft Word allows you to add GivingData merge fields into a Microsoft Word document. This is essential for creating a document template for use in your GivingData site.
The checklist below serves as a high-level overview of the integration set-up phases. The phases labeled "Client Instructions" contain the items to ensure you have checked off before moving forward, as well as linked articles with detailed instructions and steps for the phase.
The phases labeled "GivingData Instructions" are provided for your context. The steps in those phases are completed by GivingData staff. Reach out to your GivingData contact if you have specific questions about any of those phases, as you will not have access to open the linked resources.
Phase 1a - GivingData Instructions
This phase is completed by your GivingData contact.
✅ Provide the manifest file found in Microsoft Word Add-In Setup: Internal Guide to the client.
Phase 1b - Client Instructions
Complete the steps outlined in one of the articles below, depending upon which version of Microsoft Word you have available. Each user who needs to install the Microsoft Word add-in should complete the steps on their computer.
- Microsoft Word Add-In - PC (Desktop) Setup
- Microsoft Word Add-In - Mac (Desktop) Setup
- Microsoft Word Add-In - Microsoft 365 Online (Web App) Setup
Main steps for this phase include:
✅ Save the manifest file provided to you by your GivingData contact.
✅ Load the manifest file in Microsoft Word.
Phase 2 - Client Instructions
In this phase, you will review a resource for using the integration.
✅ Review Document Templates to learn how to use the integration now that it is set up.