Understanding the Microsoft Add-ins and Plug-in

There are three different ways you can integrate Microsoft products with Actionstep: the Microsoft plug-in, an Outlook add-in, and a Word add-in. The following sections cover the different functions they have in the various MS Office products. 

• Microsoft Plug-in for Word, PowerPoint, and Excel
• Actionstep Add-in for Outlook
• Actionstep Add-in for Word

Microsoft Plug-in for Word, PowerPoint, and Excel

This plug-in works only on Windows (not Mac). It can be used to edit Word, PowerPoint, and Excel files from within Actionstep and save them back to Actionstep.

You can download and install the plug-in from here Microsoft Office for Windows. 

Please note, this is a local computer program and you may require an Administrator to install this on your computer. This can also be affected by anti-virus programs your organization may have installed on your system. See Using the Plugin - Word, Excel & PowerPoint  on using the plugin in Word, Excel & PowerPoint.

Actionstep Add-in for Outlook

The Outlook Add-in works for both Mac and Windows. However, it only works with Office 365. You can add and authorize the add-in by downloading it from the Actionstep Integrations page (Outlook Add-in for Office 365).

This add-in is used to assign emails from Outlook to Actionstep matters. It can also be used to quickly create contacts, file notes, tasks, and time entries. You can also use it to access email templates and add attachments from the matter to an email. 

To learn more, see these articles: 

• Setting Up the Outlook Add-in
• Using the Outlook Add-in

Actionstep Add-in for Word

This add-in is a template builder in Word and is a separate integration to the Outlook add-in and Microsoft Plug-in. The Word add-in is often confused for the Microsoft plug-in which can be used to edit documents in Word.

The Word add-in will appear as a panel on the right side of your document.

To learn more, see these resources:

• Using the Word Add-in - Template Builder (for Office 365 only)
• Installing the Word Add-in (short video)