User Guide

Introduction

A simple way to check and automatically update your document.

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

The Verifier will highlight outdated elements in your document and allow you to easily update or reject the proposed changes. It also lets you remove links to contents and placeholders within your document, making it safe to share with others.

Launching

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In Word

Verifier Ribbon

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

Please note:

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

Please note:

If the 'Verifier' 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.

Verifier 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.

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.

Scanning

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When launching the 'Verifier' it will automatically begin to scan your document for elements to check. In case if finds no elements it will present the 'no-elements-found' screen offering a 'Scan' button to re-scan your document.

Scan
  • Click on Scan.

  • Document is being scanned. If elements that can be verified are found it will present a 'Document' panel. If no elements are found it will return to the 'no-elements-found' screen.

  • Done.

Issues

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When the Verifier Add-In launches, it automatically starts verifying your document. If all goes well you will see a 'All Up-to-date' message in the Issues pane (1). If updates are found you will see the available updates listed (2) in the Issues pane.

All Up-to-date

Whenever the document verification process found no issues, it will present a 'All Up-do-date' and a green tic in the Issues pane (1).

Issues

Verify

In case you made changes to your document you can re-verify your document any time using the Verify feature on the issues panel.

  • Click the 'Verify' button to start the verification process for your document.

  • Observe the verification process and the outcome.

  • Done.

Updates

Each issue found will be listed in the issues list (2).

Updates

Update All

Clicking the 'Update All' button will resolve all issues found and update outdated linked items in your document.

  • Click the 'Update All' button.

  • All out-of-date linked items in your document will be updated.

  • Done.

Update

Selecting the 'Update' option on a specific item will resolve the issues found for that item only.

  • Click the 'Update' button in the item menu (3).

  • The out-of-date linked item in your document will be updated.

  • Done.

Unlink

Selecting the 'Unlink' option on a specific item will remove the link to the original data. Please be aware that the unlinking process cannot be undone.

  • Click the 'Unlink' button in the item menu (3).

  • The item will be unlinked in your document and will disappear from your list of updates.

  • Done.

Highlight

Selecting the 'Highlight' option on a specific item will highlight the out-of-date linked item in your document.

  • Click the 'Highlight' button in the item menu (3).

  • The out-of-date linked item in your document will be highlighted.

  • Done.

Document

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The 'Document' panel lets you know how many placeholders on your document exist that are potentially linked to data.

Document

Unlink all

Clicking the «Unlink all» button will remove all links to placeholders and contents in your document. Please be aware that the unlinking process cannot be undone.

  • Click the 'Unlink all' button.

  • The metadata of all linked elements is removed. The content of your document remains untouched. The Add-In will re-scan the document and end up on the 'no-elements-found' screen.

  • Done.

Scan

Clicking the 'Scan' button will re-scan the document for placeholders and contents and list any found items.

  • Click the 'Scan' button.

  • The document is being re-scanned for linked elements. If elements are found it will display the 'Documents' panel. If no elements are found it will display the 'no-elements-found' screen.

  • Done.

Elements

By clicking on the 'Elements' header you can toggle (show/hide) the list of elements in your document.

  • Click on the 'Elements' heading.

  • The list of elements is being toggled (shown or hidden).

  • Done.

Embedding Add-In

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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 Verifier.

Supported Applications

The 'Verifier' 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 'Verifier' Apps might offer different features depending on the different Microsoft 365 applications on the various platforms.

Supported Storage Services

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

Word
SharePoint Online
Word
Teams
Word
OneDrive
Word
Microsoft Graph

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

Supported User Accounts

The 'Verifier' supports the following user accounts:

Word
Microsoft 365 Account
Word
Microsoft Personal Account

Variations

The Apps and Add-Ins 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.

Storage Locations

OneDrive

Microsoft Graph

Teams

SharePoint

Tenant Settings

Feature Settings

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

Sample Libraries deactivated

Advertisement Free

New users will receive no e-mails from officeatwork.

Business

Trial

when using a Microsoft 365 account for evaluation purposes.

Supported Libraries

OneDrive for Business

Microsoft Graph

Teams

SharePoint

Tenant Settings

Feature Settings

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

Sample Libraries deactivated

Advertisement Free

New users will receive no e-mails from officeatwork.

Business

Subscription

when using a paid subscription with a Microsoft 365 account.

Supported Libraries

OneDrive for Business

Microsoft Graph

Teams

SharePoint

Tenant Settings

Feature Settings

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

Sample Libraries deactivated

Advertisement Free

New users will receive no e-mails from officeatwork.

Roadmap

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Planned

Released June 2020

Released May 2020

Released April 2020

Released March 2020

Released June 2019