Installing the Add-In

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:

• 2016, ‘Click to Run’ only

• 2019

• O365

• Office on the web (free online version)

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

The easiest option is to get the Add-In from the Microsoft Store, but you can also manually install to your computer as well.

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

If using Enterprise 365, you can optionally use a centralized deployment instead:

https://docs.microsoft.com/en-us/office/dev/add-ins/publish/centralized-deployment

For common Add-In issues: https://rtvision.atlassian.net/wiki/pages/createpage.action?spaceKey=ROW&title=Add-In%20Troubleshooting&linkCreation=true&fromPageId=2384036067