Introduction

A simple and effective way to create personalized documents with just a few clicks for all employees, brands and locations across devices and platforms.

Wizuard for Office, Word
Multiple Office App Awards Winner

Launching and Connecting

Launching

Wizard Ribbon

Once the «Wizard» App has been assigned to you or you have acquired it via the Office Store/AppSource, it will automatically appear in the «Home» tab of your Office application ribbon. To launch the App best click on the «Personalize» button.

Supported Office applications

Word
Word

Connecting

Wizard Welcome Page

To get started with the «Wizard» you need to connect it to your Office 365 work or school account or with your personal Microsoft Account. Click the «Connect» (1) button to start the process. The actual sign in experience is provided by Microsoft.

Consenting

The first time you connect the App you might be asked to consent to the permissions the App requires. 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 load.

Navigation

User Menu

Wizard navigation

The «User» menu (1) will provide links to resources such as «Yammer», our «Feedback form», the App «Roadmap», the «Settings» page, the «About» page and the App documentation (website). Additionally, it will allow you to sign-out of the App.

Please note: Dependent on the officeatwork App settings for your Office 365 tenant the items available in the «User» menu can vary.

Getting Help

Learn more… & Info button

Wizard getting help

Here and there you will see some «Learn more» links (1) spread around the App. Those links will take you to a new Web page that will explain further details specific to a topic.

The «Info» button (1) will provide you some more info relevant to the topic right within the App.

Yammer

Join our «Yammer» network and participate in our discussion around the officeatwork 365 Apps and to learn about coming updates. You will find a link to our «Yammer» network in the «More» menu called «Yammer Community» (2).

Please note: Dependent on the officeatwork App settings for your Office 365 tenant the «Yammer Community» and «Send us your Feedback» option might not be available to you.

Deployment

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Office Add-Ins

Historically you might be used to deploy Office Add-Ins using MSI packages. This is not an option for our modern officeatwork cloud SaaS Office Apps/Add-Ins anymore as they are not build with the older (COM) platform dependent technology.

Please note: We do not offer any MSI package for our modern web based Apps and Add-Ins..

Centralized Deployment

The by far best way of deploying Add-ins for Office 365 is using the new 'Centralized Deployment' feature inside the Microsoft 365 admin center. This feature will allow you to deploy add-ins to your users on all devices and platforms. There are no local installations necessary for this to work. Check out the videos below to learn more about centralized deploying Web Office Add-Ins in Office 365.

What it is

3:12 Minutes

How it works

1:34 Minutes

Be sure to check if your tenant is ready for 'Centralized Deployment'. Here is a link to the Microsoft support document called 'Determine if Centralized Deployment of add-ins works for your organization' that will explain the requirements in detail. Microsoft also offers an Add-In (Word & Excel) that will perform automated checks to see if your infrastructure is ready for Centralized Deployment. It's called 'Compatibility Checker for Centralized Deployment'

Currently you can reach 'Centralized Deployment' by going to: Microsoft 365 admin center > Settings > Services & add-ins > Deploy Add-In

Please note: You must be an Office 365 admin to be able to sign into the Office 365 Admin portal. You will also need to use the ‘I want to add an Add-In from the Office Store‘ option as this will keep your add-ins up-to-date automatically!

Useful Resources

Sharepoinnt add-in catalog (for older Office versions)

Modern Web Office Add-ins can also be deployed for older Office version like Office 2013. For that you can use the SharePoint Add-In catalog deployment method. Please note that some features like showing icons in the ribbon in Office will not be available via this deployment path. This deployment method will though work for the officeatwork 365 Template Chooser and Content Chooser Add-Ins. Please expect limited functionality due to missing API's in Office 2013. Check out our 'Compatibility' page to learn more about any missing features for your Office version.

Useful Resources

Office

You can find our Add-Ins within the Office Store experience provide within the Office applications. Just us the 'Get it now' button to acquire and deploy the Add-In.

Appsource

You can find our Add-Ins for Office on AppSource. Just us the 'Get it now' button to acquire and deploy the Add-In.

Compatibility

Check out the minimal Office versions required for running the officeatwork 365 Web Add-In on your devices. Also see what specific features of the individual Add-Ins are supported from what version onward.

Minimal Office Version

Minimal Office version required to run the officeatwork App.

Windows

Office 2013 (MSI)

15.0 (4855.1000)

Office 2016 (MSI)

16.0 (4390.1000)

Office 2019 (MSI)

all versions

Office 365 (C2R)

1602 (6741.0000)

iPad

Office 365

1.22

Mac OS

Office 365

15.20 (160315)

Office Online

Office 365

January 2016

General Add-In Features

Ribbon Icon

Access App via one or multiple icon in the Office ribbon.

Windows

Office 2013 (MSI)

not available

Office 2016 (MSI)

not available

Office 2019 (MSI)

all versions

Office 365 (C2R)

1603 (6769.0000)

iPad

Office 365

not applicable

Mac OS

Office 365

15.33.0 (1704.0900)

Office Online

Office 365

January 2016

Centralized Deployment

Deploying Word, Excel and PowerPoint Apps in Office.

Windows

Office 2013 (MSI)

not available

Office 2016 (MSI)

not available

Office 2019 (MSI)

all versions

Office 365 (C2R)

1704 (8067.2115)

iPad

Office 365

not applicable

Mac OS

Office 365

15.34.0 (1705.1500)

Office Online

Office 365

January 2016

Automatically open a task pane

Automatically load an App and open a task pane when opening a specific Word, Excel or PowerPoint document.

Windows

Office 2013 (MSI)

not available

Office 2016 (MSI)

not available

Office 2019 (MSI)

all versions

Office 365 (C2R)

16.0 (8121.1000)

iPad

Office 365

not applicable

Mac OS

Office 365

15.34.0 (1705.1500)

Office Online

Office 365

January 2016

Personalize

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Wizard Personalize

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.

Fields

Text

Document Wizard Text Field

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.

Item

Document Wizard Item 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. 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 fly out.

User

Document Wizard Item User

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 fly out.

Connecting

Wizard Connecting

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.

Settings

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The «Settings» page will allow you to adjust the settings for this App. The page can be accessed via the «More» menu.

Document

Wizard Settings

Open Add-in together witH this document

You might want the Add-In to automatically open alongside with a specific document. To do that you can use this «Open Add-In together with this document» (1) setting.

Never

Choose this option if you do not want the Add-In to open together with your document (default setting).

Once

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. 

Always

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.

Please note: This feature is only available in Word for Windows in version 16.0.8121.1000 and greater.

User

Wizard Settings

Languages

The Language dropdown (1) allows you to decide in which language the user interface should appear.

Automatic

The Automatic option will set your language setting to whatever your Office user interface language is set to. If no matching language is found the Add-In will default to English.

Specific Language

If the Language dropdown is set to a specific language, then that language will be used as user interface language for that Add-In.

Administrator

Wizard Settings

Admin Permissions

This option will allow an Administrator to grant permissions to the Add-In as Administrator. Learn more

To grant Admin Permissions just click on the «Grant Permissions» button (1) and follow the sign in and grant screens.

Service Level agreement (SLA)

All officeatwork SaaS Apps are hosted across multiple data centers across multiple continents and regions on the Microsoft Azure platform. Please find below the services used with the links to the according Microsoft Service Level Agreement:

Roadmap

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Under Investigation

Planned

In development

Released March2019

Released January 2019

Released September 2018

Released MAY 2018

Released August 2017

Released July 2017

Released June 2017

Released May 2017

Released January 2017

Released September 2016

Released May 2016

Released December 2015