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:

Please note:

If your Office application supports SSO (Single sign-on) you will not see this welcome screen and be directly signed in to the officeatwork Add-in/App with the same account you signed into your Office application.

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.

Please note:

For Office application versions that do not support automatic SSO (Single sign-on), users will have to repeat this sign-in step periodically, dependent on their Azure AD settings. Usually, this Azure AD setting is set to 90 days. This setting can be changed by each customer individually in Azure AD.

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 here.

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.

  • Community: Link to the officeatwork community on LinkedIn.

  • 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 LinkedIn and Feedback form link.

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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 LinkedIn 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 LinkedIn 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.

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