Under Investigation

  • New: Dynamics CRM – support for connecting templates to data coming from Microsoft Dynamics CRM.

  • Enhancement: Search improvements – improved search capabilities across multiple columns for finding the right entries in larger SharePoint online lists .


  • Enhancement: Single Sign On (SSO) – automatic sign in based on the user already signed in to Office.

In development

  • New: Multi-Selection of records – support for selecting multiple data sets from a custom list like the Office 365 users list.

Released March2019

  • Enhancement: SharePoint date fields – support for SharePoint date fields in placeholders.

Released January 2019

  • Enhancement: French & Spanish User Interface – enable users to choose a French or Spanish user interface for the Add-In.

  • Enhancement: Image cache – Images referenced via the Input Fields are now cached withing the document.

Released September 2018

  • New: External Input – apply values and selections made 3rd party solutions.

  • Enhancement: Default Values – enable default values for SharePoint Input Fields.

Released MAY 2018

  • New: Outlook Personal Contacts – adding a new Outlook Personal Contacts Input Field enabling placeholders to display personal Outlook contacts information.

  • New: Number formatting – support for formatting numbers.

  • New: Personal Microsoft Accounts – support for signing in with a Personal Microsoft Account.

  • Enhancement: SharePoint calculation fields – adding support for SharePoint calculation fields.

  • Enhancement: Multi-Line Text Input Fields – allow an input field to span multiple lines of text.

  • Enhancement: German User Interface – enable users to choose a German user interface for the Add-In.

Released August 2017

  • New: Show add-in when opening document – enabling users to have the add-in automatically opened together with a specific document.

Released July 2017

  • New: Date Picker – enabling users to easily and quickly input/pick a date.

Released June 2017

  • New: Auto Select Me – automatically select the signed in user by default for faster initial wizard completion.

Released May 2017

  • Enhancement: Office 365 Users – support for more user properties for all organizational users.

  • Enhancement: SharePoint Online – support for lists that contain more than 5000 entries.

  • Enhancement: User Experience – optimized user experience for selecting data from SharePoint or the Microsoft Graph.

Released January 2017

  • Enhancement: Authentication Flow – offering an enhanced sign-in flow using the new Office Dialog API providing a quicker and more robust sign-in flow across all platforms.

  • Enhancement: User interface – updated user interface optimizing personalizing of documents.

Released September 2016

  • New: ‘Plain Text’ and ‘Dropdown List’ Input Fields – provide more specific and intuitive data capturing scenarios for your users.

Released May 2016

  • New: Remember Last Selection – support for fast wizard completion.

  • New: Branding Banner – show your own logo/branding in the wizard experience.

Released December 2015

  • New: Document Wizard – The initial release of the Document Wizard.

  • New: SharePoint Online – support for Office 365 SharePoint Online data (lists and libraries).

  • New: Microsoft Graph – support for Office 365 Users via the Microsoft Graph.

  • New: Language – support for English.