What is it?
The Avvoka Word Add-in is a Microsoft Word add-in or plugin that brings Avvoka's document automation capabilities directly into your Word environment. It lets you create, open, and manage Avvoka templates without leaving Microsoft Word.
If you already have the Add-in installed and want to start using automation, refer to this article.
Why use it?
Work with Avvoka templates in the familiar Microsoft Word interface
Add automation (placeholders, conditions, loops) directly to your Word documents
Seamlessly sync your work between Word and the Avvoka platform
Access your organisation's template library from within Word
Installing the Plugin
The Avvoka add-in can either be installed from the Office Add-ins store, or made available to you by your organisation via administrator deployment or a direct installation. Exact installation steps may vary depending on your organisation’s setup.
To install from the Office Add-ins store:Open Microsoft Word
Go to Home‚ Add-ins‚ More Add-ins
Search for "Avvoka"
Click Add to install
Once installed, you will see an Avvoka button appear in the Home tab of the Word ribbon.
Click the Avvoka button to open the Avvoka add-in on the right side of your Word window.
Instructions for admin managed deployment can be found here.
Logging In
When you open the Avvoka task pane for the first time, you will be prompted to sign in.
Enter your Avvoka email address— the same credentials you use to log in to the Avvoka web platform.
You will then be prompted to select a server, after which you will complete authentication in the browser.
After successful authentication, the task pane will load and you are ready to start working.
Opening an Existing Template
From the Avvoka web platform:
Navigate to the template you want to edit in the Avvoka web application.
Click the Export docx with automation option from the template's actions menu.
Open the exported Avvoka template .docx file in Word, and open the Avvoka Word add-in.
The add-in will recognise the linked template and load its automation data.
Uploading a New Template (Not available in beta)
Open or create a Word document (.docx) that you want to use as an Avvoka template.
Open the Avvoka add-in.
From the Welcome screen, select the option to Create a template from this document.
Fill in the template details (name, folder, and other settings) in the form that appears.
Import the template. Avvoka will import your Word document store it as an Avvoka template.
From the template directory within the add-in (Not available in beta):
With the Avvoka task pane open in Word, navigate to the template directory view, either through the Select a template from Avvoka option on the Welcome screen, or the ‘Templates’ tab.
Browse the list of templates you have access to within your organisation.
Select the template you want to work with from the directory.
The selected template will be loaded into a new Word window.
Note: Loading a template will open a new Word document. Make sure to save any unsaved work before loading a different template.
Once loaded, you can edit the template and work with its automation features directly in Word.