Microsoft Word Add-In

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.

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.