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 ...
The Workbooks Word Add-In makes it easy to create and configure external documents by setting up MS Word Templates. These templates can be created for any record type in Workbooks, merging data from Workbooks into placeholders within the template. Data can be pulled from fields on your record and from any related records, plus can include calculated values.
For example, a template can be built to produce:
Once you have created the documents, they can be saved locally and emailed to customers, which you can sync back to Workbooks using either the Exchange Sync or the Dropbox functionality. Alternatively, you can use the Add-In to attach the document as a PDF directly to the Files tab of the record in Workbooks.