# Microsoft Word Add-In {% hint style="info" %} Currently the add-in is in Beta phase. Kindly report any feedback to {% 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).

Installing Word Add in from Microsoft AppSource

{% 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.*

### 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**.

### 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.

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

### 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.