The Docupilot Add-in makes it easier than ever to download, edit, and upload templates directly from Microsoft Word. Below is a quick guide to help you make the most of this powerful tool:
Last updated
Was this helpful?
Open Microsoft Word and go to the Home tab.
Click on Add-ins in the toolbar.
Click on "Find more add-ins at Microsoft AppSource".
Search for "Docupilot," click Get it now, and if asked, confirm your details to install the Add-In.
Open Microsoft Word, click on the Add-ins button in the toolbar and select Docupilot. On the right side, click Login to link your account. Once you login you will be asked to choose your workspace.
If necessary you can switch to other workspaces under settings tab.
To create a new template with the opened document, click the + button under Linked Templates. Fill in the template details and click Create.
To Download a template from your Docupilot account to your Word:
Open a blank word document
Select the template under Linked Template
Click on the Download your Document ↙ button
The template from your Docupilot account will be loaded into the blank word document. You can make changes and upload this document back to your account.
Either Download an existing Docupilot template as mention above -or- open a word document that you want to upload to Docupilot.
In the Docupilot Add-In, if your template is not already selected, select the Docupilot Template you want to update.
Click on the Update your Document ↗ button to update the Document on your Docupilot account.
You can enable Auto Sync in Settings, which will automatically update any local changes to your Docupilot account.
Use AI to effortlessly enhance your template. Select the text, enter your prompt, and let Docupilot’s AI process and populate it with the appropriate tokens or data.
