User Guide
A simple and effective way to create personalized documents with just a few clicks for all employees, brands and locations across devices and platforms.
Once the 'Wizard' Add-In has been deployed and assigned to you, it will automatically appear in the 'Home' tab of your Office application ribbon. To launch the App best click on the 'Wizard' button.
Please note:
The 'Wizard' Add-In is currently available in Word for Windows, Word for the Web, Word for Mac, and Word for iOS. It is also available for PowerPoint for Windows, PowerPoint for the Web and PowerPoint for the Mac.
Please note:
If the 'Wizard' Add-In does not appear, make sure that you have signed-in to your Office application 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.
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.
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.
This Add-In accepts Microsoft 365 Work or School accounts. It also accepts Personal Microsoft Accounts including GitHub accounts.
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.
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.
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.
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.
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.
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.
Use «Personalize» to make your personal selection and input for your document so it is purpose fit for the specific intent of your individual documents. A thoughtful designed document will display its fields grouped by contexts like From, To etc.
Please note:
If the Wizard shows any kind of error message you should reach out to the person that created the template your document is based on. You should be able to use the help menu to do that.
A «Text» field allows you to enter any text into the field. Just click into the field and enter your text. You can also use copy and paste within the field.
An «Item» field will allow you to select from a list of items. To select an item just click into the field. A flyout will appear allowing you to pick and search your items.
The search option will not always be available, depending on the data connected to the «Item» field. After selecting an item the flyout will automatically close.
Lists that have more than 15 Items will automatically show a Quick Access section in the flyout. Your last 5 selections will be listed in the Quick Access list. The last selected item will be at the top of the list.
To clear the selected item just click the «Delete» icon at the end of the field. To change an existing item just click on it to bring back the flyout.
To change an existing item just click on it to bring back the flyout.
A «User» field will allow you to select from a list of users. To select a user just click into the field. A flyout will appear allowing you to pick and search for a specific user. After selecting a user the flyout will automatically close. To clear the selected user just click the «Delete» icon at the end of the field. To change an existing user just click on the user to bring back the flyout.
Some fields like the «Item» or «User» field are connected to an external data source. Sources you have not recently used will present a «Connect» button enabling you to allow the «Wizard» Add-In to connect to the data source sourcing that specific field. In this case you first need to click the «Connect» button and go through an authentication flow to be able to see the items for that field.
Tip: When copying and pasting content into your document you might also include some placeholders that are customized to work with the «Wizard». To make those placeholders visible to you in the «Wizard» you just need to reload the pane by clicking the «Personalize» button in the Word ribbon.
You might want to have the Wizard Add-In open together with your document. To do that you can 'embed' the Add-In into your document. This makes most sense with documents you often need to make changes to via the Wizard, or for templates that should show the Wizard automatically (once), so that the user can personalize the new document to his/her needs.
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:
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.
Choose this option if you do not want the Add-In to open together with your document (default setting).
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.
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
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.
The following Apps and Add-Ins are included in the 'Wizard'.
Wizard for Office – Office Add-In covering Word {Rate this Add-In}
Admin Center – Web App allowing you to configure your Add-In experience.
The 'Wizard' runs within the following Microsoft 365 applications on Windows, Mac, iPad and Office Online:
Please note: The 'Wizard' Apps might offer different features depending on the different Microsoft 365 applications on the various platforms.
The 'Wizard' supports the following storage locations:
The 'Wizard' supports the following user accounts:
The 'Wizard' 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.
Storage Locations
SharePoint
Microsoft Graph
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.
Storage Locations
SharePoint
Microsoft Graph
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.
Storage Locations
SharePoint
Microsoft Graph
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
