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Installing Microsoft Word/Excel/Outlook Add-Ins

Installing Microsoft Word/Excel/Outlook Add-Ins

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:

If using a device that does not use Windows, please use an online version of Office (not an Office App)

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.

 

To sideload the Add In:

 

 

 

Although the Add-In can be used with both 32-bit and 64-bit, Microsoft recommends use of 64-bit due to space limitations.

 

 

Helpful articles:

Deploy add-ins in the admin center - Microsoft 365 admin

Publish task pane and content add-ins to a SharePoint app catalog - Office Add-ins

 

For common Add-In issues: Add-In Troubleshooting

Clear the Office cache - Office Add-ins

Microsoft Outlook Add In is used to easily move project related data from emails, into a contract folder in OneOffice.

Versions of Outlook supported:

  • O365

 

To install from the Microsoft Store:

  1. Open Outlook.

  2. Click on ‘Get Add-Ins’ in the top menu.

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

  4. Click on ‘Add’ next to RTVision for Outlook Integration add-in.

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

To install from Outlook (web view):

  1. Open Outlook

  2. Click on ‘More Apps’

  3. Click on ‘Add Apps+’

  4. Search ‘RTVision’ in the search bar

  5. Select 'RTVision for Outlook Integration'

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

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 for Outlook Integration’ Add-In and follow the Microsoft guided steps to complete.