Table of Contents

Installation

This process need only be performed once per organisation by an Administrator.

Download Manifest

Please download the manifest file from the following link:

Download Example Word Templates

Please find below links to download some Word templates that contain some Altus for Word fields within them.

Deployment via 365 Admin Center

To deploy the Altus For Word Add-In via the Admin Center for your organization:

  1. Log in to the Microsoft 365 Admin Center:

  2. Navigate to Integrated Apps:

    • In the left-hand navigation pane, select Settings and then choose Integrated apps.
  3. Add a new Add-In:

    • Click on Add-ins.
    • Select Deploy Add-In at the top of the page.
    • Click on Next to proceed past the introductory information.
  4. Upload the Add-In Manifest:

    • Choose the option to Upload custom apps.
    • Click on Upload your add-in and select the manifest file from your computer.
    • Follow the prompts to upload the manifest file. Deployment dialogue
  5. Users

    • Assign users or groups who will have access to the Add-In.
  6. Review and Set Permissions:

    • Review the permissions requested by the Add-In.
    • If acceptable, provide consent on behalf of your organization by selecting the appropriate option.
  7. Deploy the Add-In:

    • Complete the deployment process by following the on-screen instructions.

Altus for Word will require consent to make the connections on behalf of the user to the Altus installation in the Microsoft Dataverse. If the M365 EntraID is configured not to allow users to provide consent themselves, then an Administrative pre-consent will be required. It is recommended that an M365 use the following link to pre-consent on behalf of users to ensure that they are nt prompted during their initial usage of the product:

Please have an M365 administrator click here to grant consent to Altus for Word to operate in your organisation.

A screen similar to the following will be presented:

Administrative consent dialogue