Installing MyDocSafe for Excel add-in adds a MyDocSafe button to top panel window in Microsoft Excel. This add-in also works with Office 365 (if you install Microsoft Outlook onto your computer).
The button will appear in the top left corner of your panel and allows the user to:
Send documents for approval directly from Excel
Publish documents in a user portal.
Select your system
Please follow the steps below to determine the Outlook bit version:
Excel 2013/2016: File > Account > About Excel (listed at the end of the first line on the pop-up)
Excel 2010: File > Help (listed on the first line below, “About Excel”)
How to install?
- Confirm if your Microsoft Excel is 32-bit or 64-bit if you are using Excel 2010, 2013, or 2016.
- Open Excel
- Excel 2013/2016: File > Account > About Excel (listed at the end of the first line on the pop-up)
- Excel 2010: File > Help (listed on the first line below, “About Excel”)
- Close Microsoft Excel
- Click the appropriate download button above and follow the installation wizard.
Click on the ‘Get Add-ins” button. If you can’t see that button that is probably because your Outlook has only one email account associated with it. Add any other account for the ‘Get Add-ins’ button to appear