# Microsoft Word Add-In

{% hint style="info" %}
Currently the add-in is in Beta phase. Kindly report any feedback to <support@docupilot.app>
{% endhint %}

### Installing the Docupilot Word Add-in (Beta)

Or, you can install from MS Word:

1. Open Microsoft Word and go to the Home tab.
2. Click on Add-ins in the toolbar.
3. Click on "Find more add-ins at Microsoft AppSource".
4. Search for "Docupilot," click Get it now, and if asked, confirm your details to install the Add-In.
5. Alternatively, install directly from [Microsoft AppSource](https://appsource.microsoft.com/en-us/product/office/WA200008450?tab=Overview).

<figure><img src="/files/JTshypKmsbOfFuItaPVq" alt=""><figcaption><p>Installing Word Add in from Microsoft AppSource</p></figcaption></figure>

{% hint style="info" %}
If you are an Administrator of an Organization in your Microsoft account, you can install the Add-In for yourself, all users or to a group of users.
{% endhint %}

### Link Your Account

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.*

<figure><img src="/files/LAWn1EH3FF6c5e31lMS7" alt=""><figcaption><p>Linking Your Docupilot Account</p></figcaption></figure>

### Creating Templates

To create a new template with the opened document, click the + button under Linked Templates. Fill in the template details and click **Create**.

<figure><img src="/files/Ueq3i1fJ6NcVAqEHxFkH" alt=""><figcaption><p>Create a New Template from Word Add in</p></figcaption></figure>

### Downloading a template

To Download a template from your Docupilot account to your Word:

1. Open a blank word document
2. Select the template under **Linked Template**
3. 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.

### Updating an existing Docupilot Template

1. Either Download an existing Docupilot template as mention above -or- open a word document that you want to upload to Docupilot.
2. In the Docupilot Add-In, if your template is not already selected, select the Docupilot Template you want to update.
3. Click on the **Update your Document ↗** button to update the Document on your Docupilot account.

<figure><img src="/files/UYDLL3rmF3L7KRMbiBwC" alt=""><figcaption><p>Update your template from Word Add in</p></figcaption></figure>

You can enable **Auto Sync** in **Settings**, which will automatically update any local changes to your Docupilot account.

<figure><img src="/files/u1sYQoGeUNnaQtgiG83B" alt=""><figcaption><p>Auto Sync Document from Word Add-In</p></figcaption></figure>

### Update with AI

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.

<figure><img src="/files/9szWCo56Ybvo7prnV0FC" alt=""><figcaption><p>Use Docupilot's AI for templatizing your document content within MS Word</p></figcaption></figure>


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