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The Word and Excel add-ins are necessary to create various documents and reports as well as route those documents for electronic approval.

Versions of Word/Excel supported:

• 2019 (support ending Oct 2023)

• 2021

• O365

• Office on the web (free online version)

To install from the Microsoft Store:

1. Open Word or Excel.

2. Click on ‘Insert’ in the top menu.

3. Click on ‘Add-In’s or ‘Get Add-Ins'.

4. Click on ‘Store’.

5. Type in Rtvision in the search field and hit enter or click on the magnifying glass to start the search.

6. Click on ‘Add’ next to RtVision’s Document Management add-in.

7. The add-in will now be listed under ‘My Add-Ins' in Word and Excel, and will also be available for selection in the upper right corner of Word and Excel.

To install via Administration/Centralized Deployment:

1. Go to https://admin.microsoft.com/?source=applauncher#/Settings/IntegratedApps and select ‘Get Apps’.

2. Search for ‘RTVision’

3. Click ‘Get Now’ for the ‘RTVision’s Document Management’ Add-In and follow the Microsoft guided steps to complete.

https://docslearn.microsoft.com/en-us/office/dev/microsoft-365/admin/manage/manage-deployment-of-add-ins/publish/centralized-deployment?view=o365-worldwide

For common Add-In issues: Add-In Troubleshooting