User Guide

Introduction

A simple and efficient way to create, upload and update re-usable content directly within Office across locations, devices and platforms.

Uploader for Office, Word
Uploader for Office, Word
Multiple Office App Awards Winner
Microsoft 365 App Certified

Key Benefits

Launching

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In Word

Uploader Ribbon

Once the 'Uploader' Add-In has been deployed and assigned to you, it will automatically appear in the 'Design' tab of your Word application ribbon. To launch the Add-In just click on the 'Upload' button.

Please note:

The 'Uploader' Add-In is currently available in Word for Windows, Word for the Web, Word for Mac, and Word for iOS.

Please note:

If the 'Uploader' Add-In does not appear, make sure that you have signed-in to Word with your Microsoft 365 Work or School account. If that is the case and the Add-In is still not appearing, then please contact your internal IT department.

Signing In

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To get started with this Add-In/App you need to connect it with your existing Microsoft 365 Work or School account or with your Personal Microsoft Account. Follow these steps:

Uploader Welcome Page
  • Click on the 'Connect' (1) button.

  • Sign-in using your Microsoft 365 (Work or School) account or your Personal Microsoft Account.

  • You might be asked to consent to the Add-In accessing your data. This step might have been taken care of by your internal IT department in advance. In that case you will not be asked.

  • Done.

Please note:

The actual sign in experience is provided by Microsoft. officeatwork does not offer any user accounts. Users must use their existing accounts to sign in to the Add-In.

Accounts

This Add-In accepts Microsoft 365 Work or School accounts. It also accepts Personal Microsoft Accounts including GitHub accounts.

Consenting

The first time you connect the app, you might be asked to consent to the permissions required by the app. Please go through those permissions carefully and grant consent as the App requires these permissions to function. If you do not grant consent, the app will not work for you.

Please note:

Your IT administrator can pre-consent on behalf of all users. That way you and your fellow users would not have to consent each individually. Your IT administrators can learn more about pre-consenting in the IT Operations Guide further below.

Please note:

Your IT administrator could go ahead and pre-consent on behalf of all users. That way you and your fellow users would not have to consent each individually. Your IT administrators can learn more about pre-consenting here.

Add-In MenuS

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You can find the app menus at the bottom of the app. It currently consists of the 'officeatwork' logo (on the left) and (on the right) the 'Settings' menu, the 'Help' menu, and the 'User' menu. Clicking on the officeatwork logo will take you to the officeatwork website.

Please note:

Dependent on the officeatwork app and its configuration for your Microsoft 365 tenant, items available in the app menus may vary.

Settings

Settings menu
  • About: This will take you to the about pane that lists various information about this app.

  • Rate: This will take you to the review page on Microsoft AppSource.

  • Document: This will take you to the document settings page of this app.

  • Admin Center: If you are an officeatwork admin, you will see the 'Admin Center' option that will take you straight to the officeatwork 'Admin Center' app.

Help

The help menu is customizable via the officeatwork 'Admin Center' App. The description below explains the standard officeatwork experience. It's also possible that the help option is completely missing (No help experience) or is showing different elements in the case where your officeatwork admin has chosen to go for a custom help experience.

Help menu

officeatwork standard help experience

  • Getting Started: Link to a page that will help you get started with this Add-In or App.

  • Documentation: Link to the documentation of the Add-In or App.

  • Help Center: Link to the officeatwork Help Center.

  • Yammer Community: Link to the officeatwork Yammer community.

  • Send us your Feedback: Link to an online feedback form you can use to reach out to officeatwork.

  • Roadmap: Link to the roadmap page of the Add-In or App.

Additionally to the help experiences listed above, you might also want to consider the following (free and paid) options:

  • Learn more links: Throughout the app, you will find 'Learn more' links that will take you to the documentation pages covering the topic you are currently viewing. These links are the fastest way to pull up the relevant documentation.

  • Premium Support: Customers with a Premium Support Subscription can use additional support offerings and channels made available via the premium support subscription.

  • Your internal resources: You will most likely have internal resources covering the Business aspects or IT aspects of this App. Please also consider reaching out to them when appropriate. Thank you.

User Menu

User menu
  • Signed-in User: You can see the photo, name, and email address of the currently signed-in user at the top of the User menu.

  • Sign out: This option will allow you to sign out of this Add-In/App.

uploading

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Launching the Uploader Add-In will show you the 'Contents' page. This page lists all contents your document might already contain. If you are starting with an empty document the list of contents will be empty.

Creating a new content

Follow these simple steps to create a new content:

Uploader Add button
  • Open a document containing reusable content in Word.

  • Launch the Uploader Add-In in Word.

  • Sign-In to the Uploader Add-In.

  • in Word, select the part of your document you want to upload.

  • In the Uploader Add-In, click on the 'Add' (1) button at the bottom of your list of contents.

Uploader upload
  • This will take you to the 'Create Content' screen.

  • Pick a format for your new content.

  • Pick a destination for your new content.

  • Type in a name for your new content.

  • Click the 'Create' button to create and upload your new content in your chosen content library.

  • Done, your new content has now been created in your content library.

  • Additionally, the Uploader Add-In has now linked the selection in your document with the newly uploaded content you just created.

  • The Add-in will have returned to the 'Contents' page and add your newly created content to the list of contents.

Formats

Destination

The 'Destination' field will allow you to choose the library and folder in which the new content will be created in. Clicking on the 'Destination' field will present you with a 'Select Destination' flyout allowing you to navigate and choose among the different content libraries and their sub-folders available to you. The Add-In will automatically remember your last destination for your next upload.

Name

The 'Name' field will allow you to specify a name for the new content that will be created.

Navigating content in your document

Uploader Contents List

1 - Selection indicator

The 'selection indicator' ( bar) will appear for each linked content that is currently partly or fully selected in the document.

2 - Show in document

When hovering over an item the 'Show in document' button appears. Clicking it will highlight the associated content in your document.

Updating existing contents

To update an existing content in your document follow these steps:

Uploader update
  • Apply your edits to your content in your Word document.

  • In the Add-In Click on the associated content in the content list that you made your edits for.

  • This will take you to the 'Content Details' page.

  • Click on the Update button to update the content in your content library with the modified version of the content in your document.

  • Done.

  • After updating your content, the Add-in will return to the 'Contents' page.

Language

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Add-In language

The Add-In language is determined by your existing Microsoft language settings. If the Add-in can evaluate your preferred language defined for your Microsoft 365 account it will pick that language as the Add-In language. If you have no preferred language set, it will use the Microsoft 365 App language (Word, Excel, PowerPoint, Teams, SharePoint etc.) as your Add-In Language.

The Uploader for Office Add-In currently supports the following languages:

  • English (en-us)

  • French (fr-fr)

  • German (de-de)

  • Italian (it-it)

  • Spanish (es-es)

If the add-in does not support your language it will default back to English.

How to set you Microsoft 365 preferred language

To set your Microsoft 365 preferred language follow the steps below:

  • Open your browser

  • Load this web page: http://portal.office.com

  • Click on the gear icon (top right) next to your avatar.

  • Click on View all in the Language and time zone section.

  • Select your language from the Language drop down.

  • Done.

Add-In embedding

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Open Add-in together with a document

You might want this app to open alongside your document automatically. To actively embed the Add-In into your currently open document, please follow the steps below:

Document
  • Open the Add-In 'Settings' menu.

  • Click on the 'Document' option.

  • On the 'Document' pane, choose your Embedding option (1).

  • Click 'Save' to save your changes.

Attention:

Please be aware that automatically launching an app, together with a document, will only work if:

  • The user opening the document, with the embedded app, has the app available already, and,

  • The Add-In deployment method is the same for both the user who embedded app and the user opening the document, with the embedded app.

For example, if one user acquired the app from the Office Store, and the other user acquired the app via centralized deployment, the embedding will not work for both users. It will only work for the user who embedded the app in the document. To avoid this platform limitation, please ensure that all your users in your organization acquire the app using the same deployment method, preferably using centralized deployment

Embedding options

Never

Choose this option if you do not want the Add-In to open together with your document (default setting).

Once

Choose this option if you want the Add-In to only open the next time you open your document, after that it shall not open automatically anymore. 

Always

Choose this option if you want to have the Add-In open together with your document all the time. Note that the Add-In will also open if you close your document with the Add-In closed and then re-open the document.

Business Operations Guide

Introduction

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This Business Operations Guide is aimed at users that are responsible for the successful implementation and running of the officeatwork Apps and Add-Ins in their organization. This guide also includes a Roadmap section where you can learn more about existing and upcoming features.

Apps & Add-Ins

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The following Apps and Add-Ins are included in the Uploader.

Supported Applications

The 'Uploader' runs within the following Microsoft 365 applications on Windows, Mac, iPad and Office Online:

Word
Word
Word
Edge
Word
Chrome
Word
Safari
Word
FireFox

Please note:  The 'Uploader' Apps might offer different features depending on the different Microsoft 365 applications on the various platforms.

Supported Storage Services

The  'Uploader' supports the following Microsoft 365 storage locations:

Word
SharePoint Online
Word
Teams
Word
OneDrive

Please note: SharePoint, Teams, and OneDrive can be deactivated on a tenant by tenant basis using the officeatwork Admin Center.

Supported User Accounts

The  'Uploader' supports the following user accounts:

Word
Microsoft 365 Account
Word
Microsoft Personal Account

Variations

The  'Uploader' app will offer different features based on the account you are using or if you are a subscription user or not. If you are evaluating the app without a subscription you will not be able to configure all the options a paying user with a business subscription would be able to. If you sign in using a personal Microsoft account you will also not be able to configure any settings. Additionally, features available only to Microsoft 365 Users like SharePoint Online will also be missing.

Personal

FREE

when using a personal Microsoft account.

Supported Libraries

OneDrive

Teams

SharePoint

Tenant Settings

Feature Settings

Custom feature settings like disabling OneDrive or removing the Yammer and Feedback form link.

Advertisement Free

New users will receive no e-mails from officeatwork.

Sample Libraries deactivated

Business

Evaluation

when using a Microsoft 365 account for evaluation purposes.

Supported Libraries

OneDrive for Business

Teams

SharePoint

Tenant Settings

Feature Settings

Custom feature settings like disabling OneDrive or removing the Yammer and Feedback form link.

Advertisement Free

New users will receive no e-mails from officeatwork.

Sample Libraries deactivated

Business

Subscription

when using a paid subscription with a Microsoft 365 account.

Supported Libraries

OneDrive for Business

Teams

SharePoint

Tenant Settings

Feature Settings

Custom feature settings like disabling OneDrive or removing the Yammer and Feedback form link.

Advertisement Free

New users will receive no e-mails from officeatwork.

Sample Libraries deactivated

Setting up content libraries

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The Uploader requires pre-configured content libraries to be able to upload content. Defining content libraries is a part of the Content Chooser. Please learn more about how to configure and set up your content chooser libraries in the Content Chooser documentation.

Analytics

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officeatwork provides analytics support that will allow you to get insights into the usage of your assets and data used within the officeatwork Apps and Add-Ins. To capture this information you need to set up a data capturing stream that will allow the officeatwork Apps and Add-Ins to send your usage data into a storage location you own.

The attributes per event we provide are as follows:

  • action (Sample: 'Launched', 'Folder Loaded', 'Template Chosen', 'Document Creation Requested', etc.)

  • addInName (Sample: 'Template Chooser, 'Content Chooser', etc.)

  • assetExtension (Sample: 'docx', 'jpg', 'svg', 'html', 'xlsx', etc.)

  • assetId (Sample: '715IQYDHBZCGRAG5NOCVFIQUSBB7ITQ5LN' etc.)

  • assetName (Sample: 'Letter', 'Project Budget Sheet', 'Memorandum', etc.)

  • assetUrl (Sample: 'https://tenant.sharepoint.com/sites/AllCompany/Documents/General/Contents/Legal/TrademarkStatement.docx'

  • hostApplication (Sample: 'Excel', 'Word', 'SharePoint', 'Browser', etc.)

  • hostPlatform (Sample: 'Windows', 'iOS', 'Mac', 'Web', etc.)

  • hostVersion (Sample: '16.35.218.0', '2.27.709.0', '16.01', etc.)

  • sourceName (Sample: 'Corporate Templates', 'Sales Contents', etc.)

  • sourceType (Sample: 'OneDrive', 'Teams', 'SharePoint', 'Pixabay', etc.)

  • timestamp (Sample: 2018-10-11T12:27:22.205Z)

  • userDisplayName (Sample: 'Joe Miller', etc.)

  • userEmail (Sample: 'joe.miller@sample.com')

  • userId (Sample: '43d7d85d-e05e-4adf-bd1f-691b0a53bb64', etc.)

Power BI

To gain insights into your officeatwork apps and Add-In usage via Power BI you need to follow these three basic steps:

  • Set up a Streaming Data Set in Power BI

  • Register your Streaming Data Set API URL for each of your officeatwork Add-Ins and Apps using the officeatwork Admin Center

  • Create Reports in Power BI

Setting up your Power BI Streaming Data Set in Power BI

Please check out the Power BI documentation to learn how to set up a streaming data set. The steps below will provide some important additional details you will need to take into account when creating your Streaming Data Set:

  • On any of your Power BI workspaces click the '+' button (top right corner) in Power BI to create a new streaming dataset!

  • For the source of your dataset choose API.

  • For Dataset name provide any name you wish. Sample: 'officeatwork-usage'.

  • Create a field for ALL attributes we offer (Sample: 'action', 'addInName', etc.). Make sure to choose 'DateTime' for the timestamp attribute and 'Text' for all others in the format dropdown.

  • Make sure to switch on 'Historic data analysis'.

  • Once created you can get the API info for your new streaming data set and copy the value from the 'Push URL' starting with 'https://api.powerbi.com/... '. You will need this in the second step!

Register your Streaming Data Set API URL for your officeatwork Apps and Add-Ins

Please make sure that before you start this step that you have the 'Push URL' form the previous step in your clipboard.

  • Launch the officeatwork Admin Center

  • Select the app on the left you want to configure (for example the 'Template Chooser').

  • Click the 'Manage' button on the 'Analytics' panel.

  • Paste the 'Push URL' into the 'Power BI streaming dataset API endpoint URL'.

  • Click 'Save' at the bottom of the pane.

  • Done.

Create Reports in Power BI

You can now go ahead and create as many reports in Power BI as you wish. Please be aware that you need to use one of the officeatwork Apps or Add-Ins after connecting your Power BI streaming dataset for your reports to showy any officeatwork usage data!

IT Operations Guide

Introduction

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This guide is aimed at IT Administrators / IT professionals and will give you an overview of the technical requirements and the deployment of the officeatwork Uploader in your Microsoft 365 tenant. Ideally you are the person that is looking after your Microsoft 365 tenancy. The recommended IT related tasks to perform to successfully use the officeatwork Uploader in your environment are as follows:

  • Deployment: Deploy the required Add-ins and Apps to your users.

  • Pre-Consenting: Provide admin pre-consent so that users will not have to consent individually. This will increase the success rate of the Uploader in your organization.

You as an IT admin should find all necessary information in this guide. Additionally, if you wish we can walk you through these steps in our free On-boarding call. Use the following link to book your own On-boarding call that best fits your schedule.

Apps and Add-Ins Overview

The officeatwork Uploader offering contains the following Apps and Add-Ins:

  • Uploader for Office: This is a Word Add-In that will allow users to upload content to their content libraries. The Add-In needs to be deployed to your users.

  • Admin Center: This is a Web application that will help you manage the features made available in the Uploader for Office Add-In. This App should not be deployed to any users. But you might want to make it available to the business owners of the officeatwork Uploader.

AppSource Store links

Uploader for Office

The officeatwork Uploader for Office Add-In is a modern Web based Office Add-In that needs no local installation and that runs across multiple platforms.

Supported Platforms

Word
Windows
Word
Web
Word
MacOS
Word
iOS

Supported Office applications

Word
Word

Updates

The Add-In comes as a SaaS offering and updates are automatically made available by the Microsoft Store and officeatwork. No manual update work is required.

Admin Center

The officeatwork Admin Center is a Web App and runs in most modern browsers.

Supported Browsers

Word
Edge
Word
Chrome
Word
FireFox
Word
Safari

Pre-Consenting

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Administrators of a Microsoft 365 tenant can pre-consent access to required scopes by clicking the 'Pre-Consent' buttons listed in the Data Scopes section below. Once done, users of your tenant will not have to individually grant access to the various scopes required by the officeatwork Add-In/App.

Data Scopes

Following our security principles our Apps and Add-Ins do not have their own independent data access definitions. What the Apps and Add-Ins can access is always governed by the data provider.

Microsoft 365

Here are some principles that apply to all the access our Apps and Add-Ins have in Microsoft 365:

  • Data access is always scoped to the signed-in user.

  • officeatwork employees do not get access to your data.

  • Your data is protected by the Microsoft 365 security framework including multi-factor authentication.

  • The actual App or Add-In sign in screens are provided and hosted by Microsoft. You can see that as the officeatwork sign in process displays the identical sign in screens and flow as if you were to sign in to Microsoft 365.

  • Users can only access data within the Apps that they can access based on their existing access rights in Microsoft 365.

  • This also means that a user cannot access data of another user via the officeatwork Apps.

Sign-In
Pre-Consent

For the sign-in process the Add-In requires the following scopes:

  • openid user permission to enable users to sign in to the officeatwork app with their organizational and/or Microsoft Account.

  • openid profile user permission to show the signed-in user in the officeatwork app. This is helpful to assure/confirm the user what account was used to sign-in to the officeatwork app.

  • openid offline_access user permission to enable automatic sign in via refresh-tokens, as without users would have to manually Sign-In every single time they launch the officeatwork app. This scope is only required for Non-SSO enabled host applications.

  • User.Read user permission enable the officeatwork app to be able to read the user's basic properties.

  • openid email user permission to activate the evaluation subscription in the officeatwork app. (this scope will be retired soon)

  • User.ReadWrite user permission to be able to save the user's settings. (this scope will be retired soon)

OneDrive
Pre-Consent

For working with Files stored in OneDrive the Add-In requires the following scopes:

For working with Files stored in Teams the Add-In requires the following scopes:

  • Group.ReadWrite.All admin permission to be able to read and write data to a Group.

  • User.Read.All admin permission to find out what groups a user belongs to.

SharePoint
Pre-Consent

For working with files stored in SharePoint Online the Add-In requires the following scopes:

  • Sites.Read.All admin permission to enable reading data from SharePoint Online.

Please Note:

We have been asked by many prospects and customers if we could not limit the data the Add-In can access within SharePoint Online. Unfortunately, this is currently the only scope available that will allow the Add-In to read the user's data in all the SharePoint Online sites, lists and libraries the user has access to. There is no scope available that would allow us to just ask for permission to specific sites, lists or libraries. This means that using the SharePoint feature will always request this scope allowing users to read and write to all sites they have already access to. We are actively looking into this with Microsoft in the hope to be able to better restrict the data the Add-In can access within the data already accessible to each specific user.

All scopes
Pre-Consent
  • openid user permission to enable users to sign in to the officeatwork app with their organizational and/or Microsoft Account.

  • openid profile user permission to show the signed-in user in the officeatwork app. This is helpful to assure/confirm the user what account was used to sign-in to the officeatwork app.

  • openid offline_access user permission to enable automatic sign in via refresh-tokens, as without users would have to manually Sign-In every single time they launch the officeatwork app. This scope is only required for Non-SSO enabled host applications.

  • User.Read user permission enable the officeatwork app to be able to read the user's basic properties.

  • openid email user permission to activate the evaluation subscription in the officeatwork app. (this scope will be retired soon)

  • User.ReadWrite user permission to be able to save the user's settings. (this scope will be retired soon)

  • Group.ReadWrite.All admin permission to be able to read and write data to a Group.

  • User.Read.All admin permission to find out what groups a user belongs to.

  • Sites.Read.All admin permission to enable reading data from SharePoint Online.