GivingData has an add-in for Microsoft Word that lets users easily add merge fields to document templates. To install this add-in, users must be using Office 2016 or later.
The Microsoft Word Add-In should be installed on each user’s device who will be creating document templates. You may need the assistance of your IT team to complete this installation.
Before you begin the installation process below, please contact your Implementation Manager or Customer Success Manager to obtain the GivingData Word Add-in Manifest file that will be needed.
To install the Word Add-in for MacOS, follow these steps:
- Navigate to the Mac hard drive (Shift+Command+C).
- If you do not immediately see it, press Shift+Command+. (period) simultaneously to display hidden folders.
- Select the Users folder.
- Select your username’s folder.
- Select the Library folder. If you cannot find the Library folder, it may be hidden.
- To find the hidden folder, first try holding down the “option” key to display hidden folders.
- Another option to locate the Library folder is to open a Finder window by pressing the Command + F keys. Then, navigate to the Mac hard drive (Shift+Command+C). Press Shift+Command+ (period) to display hidden folders.
- Select the Containers folder.
- Select the Microsoft Word folder.
- Select the Data folder.
- Select the Documents folder.
- In the documents folder, verify there is a folder entitled “wef”.
- If this folder does not exist, create it now.
- Copy the GivingData .xml file into the wef folder.
- Open a new blank document in Microsoft Word.
- Go to “Home” and click on the “Add-ins” at the top right of the document.
- Select the GivingData add-in from the Developer Add-ins section.
- The GivingData add-in will load in the header bar.
- The GivingData Add-in is now ready to be used.
If you have any questions or concerns, please don't hesitate to contact our support team.