How to Install Docupilot Word Add-in (Beta Version)

How-To Guides
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We’re excited to announce the beta version of our Docupilot Word Add-in, allowing seamless integration of Docupilot within Microsoft Word. Currently, this add-in is in beta and undergoing review by Microsoft, but we’re offering early access to our users for feedback.

Below are step-by-step instructions for installing the Docupilot Add-in on MacOS and Windows.

:pushpin: Installation Steps for MacOS

Step 1: Open Terminal and run the following command:

mkdir -p "/Users/$(whoami)/Library/Containers/com.microsoft.Word/Data/Documents/wef" && curl -o "/Users/$(whoami)/Library/Containers/com.microsoft.Word/Data/Documents/wef/manifest.xml" "https://static.docupilot.app/word-addin/manifest.xml"

Step 2: If Microsoft Word is currently open, please quit and restart the application.

Step 3: Open Word, then navigate to:

  • Home → Add-ins

You should now see the Docupilot Add-in available for use.

:pushpin: Installation Steps for Windows

Step 1: Create a folder anywhere on your computer. Open that folder, type cmd in the address bar, and press Enter to open Command Prompt at that location and Execute the following command in the opened Command Prompt to download the manifest file:

Invoke-WebRequest -Uri "https://static.docupilot.app/word-addin/manifest.xml" -OutFile ".\manifest.xml"

Step 2: After the command runs successfully, confirm that the manifest.xml file is now present in your folder.

Step 3: Right-click the manifest.xml file and select:

  • Share with → Specific people → Select your account/email and click Share.

Step 4: A popup will indicate the folder is now shared. Copy the shared folder path displayed, as you’ll need it in the next step.

Step 5: Open Microsoft Word and navigate to:

  • File → Options → Trust Center → Trust Center Settings → Trusted Add-in Catalogs

Step 6: Paste the shared folder path you copied into the Catalog URL field. Click Add Catalog, check Show in Menu, and then click OK.

Step 7: Restart Word, then navigate to:

  • Insert → My Add-ins → Shared Folder

Here, you’ll find the Docupilot Add-in ready for use.

Please share your feedback or reach out if you encounter any issues. Your feedback is essential to help us refine and enhance the add-in!

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