OVERVIEW
The ShareDo Word Add-in provides a set of tools for Template and Document Authors to optimise the creation of Word documents using ShareDo Data and Content as well as System Admin. There is a single Word Add-in for both of these personas and hence the functionality that is offered via the add-in will vary depending upon the permissions that are granted.
| Template Authors |
Using the Word Add-in, template authors are able to quickly interrogate ShareDo content such as tags and Content Blocks to build up their document templates. Once designed these templates are then available for Document Authors to generate within their cases. For more details concerning Document Author functionality, please see Template Author Guide. |
| Document Authors |
Through the Word Add-in, Document authors can quickly find and use pre-built blocks of content within their documents. Common examples of this might be clauses that are commonly used. Depending upon the permissions granted you can also create these directly from Word. For more details concerning Document Author functionality, please see Authoring documents using the Word Add-in. |
| System Administrators |
Access to the Word Add-in, like other ShareDo features is controlled via permissions. Before your users are able to use this functionality, you must grant them the relevant permissions. For more details concerning System Administrator functionality, please see Word Add-in - System Administrators Guide. |
To begin using the Sharedo Word Add-in you must first start by installing it – this is described here Installing the Word Add-in.