What is it?
The Avvoka Word Add-in or plugin lets you add automation (placeholders, conditions, loops, and more) directly in your Word documents using Word's native content controls.
All changes sync back to Avvoka so your templates stay up to date across both environments.
If you don't have the Add-in yet or haven't logged in using it, review this article first.
Adding Automation
Open a template in Word via the Avvoka plugin (see the Getting Started article).
In the task pane, navigate to the Automation tab. You will see a toolbar with automation tools. This will be the same as in the Avvoka platform, if you have not automated before, you can refer to this article. From left to right you will find the following icons:
Placeholder, Inline Condition, Block Condition, Repeater, Operation Library, System Attribute, Docusign tag, Clause Library
To insert a placeholder: Highlight the text in your document that should become a variable field, then click the Placeholder button in the toolbar, some yellow markers will be added before and after the placeholder text, as you can see in the image above.
To insert a condition: Select the text that should be conditionally shown or hidden, then click the Inline Condition (for inline text) or Block Condition (for full paragraphs) button. A setup modal will appear where you configure the condition logic.
To insert a loop: Select the content that should repeat, then click the Repeater button. The plugin assigns a default loop name and label which you can customise later.
To insert an operation: Click the Operation button to insert a calculated field. A setup modal will appear to select the configured operation.
To remove automation: Place your cursor inside an existing automation content control and click the same tool button again. The automation wrapper is removed but the text content is preserved.
Viewing Active Automation at Cursor
As you move your cursor through the document, the Automation tab automatically displays all active automation formats at the current position.
This lets you quickly see which placeholders, conditions, or loops apply to the text you are editing.
Editing Automation Settings
For automation types that require configuration (conditions, operations, system attributes, external placeholders, clauses), clicking the tool button opens a Control Setup Modal.
Configure the automation settings in the modal and confirm. The content control in Word is updated immediately.
Working with the Questionnaire Tab
Switch to the Questionnaire tab in the task pane to view and manage the questionnaire entries associated with your automation.
Working with the Attribute Store tab
The Attributes tab is a central view of every attribute used in your template.
The list view shows each attribute with occurrence counts and quick location icons. Use the search box and filters to narrow by type.
Click any attribute to open its detail view, which shows the question text and every usage across the template, grouped by context (conditions, operations, loops, etc.).
From the detail view you can rename an attribute and have every reference across the document updated in one go, or export its mapping.
Working with the Live Demo tab
The Live Demo tab lets you test the automation within your template.
Open the Live Demo tab. A banner confirms you're in preview mode — your sample answers never affect the underlying template.
Use the party tabs at the top to switch between different signers/parties and answer the questionnaire as each of them.
Toggle Show condition logic to highlight the underlying logic for the conditions, or Show only unanswered required fields to focus on what's missing.
As you fill the form, the content controls in the Word document update live, so you can see exactly how your template renders with real data.
Click Reset to clear your sample answers, or Save to persist them as a reusable demo dataset.
Use Live Demo to test conditions, loops, and operations before publishing a version.
Working with the Operations Tab
The Operations tab allows you to view and manage calculated fields (operations) defined on the template.
Syncing Changes to Avvoka
When you save the template in the Word add-in, the add-in uploads the updated document to Avvoka. This includes:
The document content (text, formatting, structure)
All automation definitions (placeholders, conditions, loops, operations)
Document metadata and styles
2. After syncing, the template on the Avvoka platform reflects all changes made in Word. Other team members accessing the template via the web will see the updated version.
3. You can quickly access the template on the Avvoka platform, by clicking the link in the bottom right of the add-in.