Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Training
- Getting Started
- Preferences
- Activities
- Cases
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
- Event Management
- Compliance Records
- Force24
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
- GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorWorkflow
- GatorPopup
- DotDigital
- Opportunities
- Projects
- Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
- Auditing
- Comments
- People & Organisations
- Reporting
- Introduction to Reporting
- Using Reports
- Introduction to Charts
- Exporting Reports
- Advanced Reporting
- Report Snapshots
- Dashboards
- Transaction Documents
- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
- Sagelink
- Introduction to Transaction Documents
- Configuration
- Introduction to System Administration
- Users & Security
- Databases
- Accounting
- Email Integrations
- Customisation
- Creating & Modifying Picklists
- Theme
- Record Types
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Sign In Customisation
- Automation
- Contact Support
- Releases & Roadmap
Deploying the Word Add-in
The MS Add-in can be centrally deployed and controlled by an Office 365 Administrator or users will be prompted to install the add-in when word documents are downloaded from Workbooks.
Word Add-in System Requirements
Note: Due to this being a MS Add-in we are restricted to which versions this can be made available in.
The Word Add-in is compatible with the following MS Word Versions:
• Office 365 for Windows
• Office 365 for Mac
Deployment to Office 365
The Word Add-in can be installed for all your users or specific groups of users using the Office 365 Admin Centre.
Note: You must be an Admin User on your Office 365 account to be able to do this. The Office 365 interface changes often; the images and setting names below may not exactly match.
To deploy the Add-in, log in to the Office 365 Admin Centre as an Administrator. Click on Show all to expand the options in the left-hand menu, then go to Settings > Integrated apps.
From here select the Get apps button to be taken to the App Store. Search for “Workbooks” and click Get it now on ‘Word Add-in for Workbooks CRM”.
This will open a new window that will take you through the deployment step-by-step. The first step asks you to specify which users the App will be deployed to.
Note: You can only assign the Add-in to users with an active Office 365 Licence. Shared mailboxes cannot have this functionality enabled.
The next couple of steps will ask you to review the App permissions and confirm the users that the App will be deployed to, until you get to the final Deployment complete screen.
The deployment of the Add-in may take a few minutes to complete and Office will notify you once the installation is complete. Users need to restart Word in order to see the Word Add-in appear in their instance.
Note: It can take up to 12 hours for the Add-in to appear in a user’s Word and it must be restarted. If after 12 hours the Add-in is still not available, please contact support@workbooks.com
Once Complete and Users have restarted MS Word they will now see a Workbooks Icon appear in the top right-hand corner of the screen in the Home Bar.
Selecting this button expands the sidebar and allows users to start using the Add-in as needed.
