Microsoft Office Add-in and Plug-in

Modified on Wed, 27 Sep 2023 at 11:43 PM

Currently, we have two Actionstep features that work on Microsoft Office - a Plugin and an Add-in. They have different functions in Word and Outlook.

Actionstep Add-in

Works on both Mac and Windows.
Works only on Office 365.
Needs to be added and authorized in each Office app separately (Outlook, Word, Excel, etc..).
Download: Outlook Add-in for Office 365

Addin for Outlook

This Add-in connects to the email in Outlook. It can only be connected to 1 mailbox, not a shared mailbox.
Knowledge Base Article: Setting Up the Outlook Add-in



Add-in for Word

This Add-in is a template builder in Word. Here is our guide on using the Word Add-in.

You can also use watch this video for a more indepth look.




Actionstep Plug-in

Works only on Windows (not Mac).
Once installed, the plug-in will work for all Office apps (Outlook, Word, Excel, etc.) and only needs to be authorized once.
You can download and install the plug-in from here Microsoft Office for Windows

Plug-in for Outlook

The Plugin can be used to assign emails from any mailbox in your Outlook Application including shared mailboxes.


Plug-in for Word

You can use the Plugin for your document management in Word, Excel and PowerPoint to open and edit documents and save them back into Actionstep.

Here is our guide on using the plugin in Word, Excel & PowerPoint




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