How to Install the GivingData MS Word Add-in to Microsoft 365
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Nancy Garcia

Created Dec 20, 2022

How to Install the GivingData MS Word Add-in to Microsoft 365

GivingData offers a Microsoft Word Add-In that allows users to insert GivingData fields into document templates. The following instructions detail how to install the add-in for use with Microsoft Word Online.

Before installing the add-in, users will need to acquire the GivingData Add-In manifest file from their GivingData Implementation Manager or Client Success Manager.

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1

Log in to Microsoft 365 online, then open a new or existing Word document.

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2

Select the Insert tab.

3

Click on the ellipsis to view More Options, then select Add-ins.

4

Select Upload My Add-in.

If the GivingData Add-In is already installed, users will see it listed within My Add-Ins or Admin Managed.

5

Select browse, then select the GivingData AddIn Manifest file from your computer.

Your GivingData Implementation Manager or Client Success Manager will provide the manifest file (GivingDataAddInManifest.xml) upon request.

6

Click Upload.

7

Within the Home tab, click on the ellipsis to view more options. Select Show GivingData Mergefields Taskpane.

8

The GivingData Add-In will now appear beside the document. Before adding merge fields, be sure to select a Template Type.

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