The GivingData Add-In for Microsoft Word should be installed for each user who will create document templates.
Before starting the steps below, contact your Implementation Manager or Client Success Manager to obtain the manifest file that will be needed.
- Log in to Microsoft 365 Online, open a new Word document, and then click Home.
- Click Add-ins.
- Click More Add-ins.
- Click Upload My Add-in.
- Click Browse, and then select the manifest (.xml file) provided by your GivingData contact.
- Click Upload.
- Click the three dots icon, and then click Show GivingData Mergefields Taskpane.
- The GivingData Add-In for Microsoft Word is now installed, and will appear in the right-hand menu.
