MyDocSafe for Excel

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:

  1. Send documents for approval directly from Excel

  2. Publish documents in a user portal.

Select your system

New Installation

IMPORTANT NOTE:

Please select the bit version of your Microsoft Excel (32-bit or 64-bit). MyDocSafe for Excel works on both 32-bit and 64-bit Windows so Windows bit version is not relevant.

Please follow the steps below to determine the Outlook bit version:

  1. Excel 2013/2016: File > Account > About Excel (listed at the end of the first line on the pop-up)

  2. Excel 2010: File > Help (listed on the first line below, “About Excel”)

Screenshots

How to install?

  1. Confirm if your Microsoft Excel is 32-bit or 64-bit if you are using Excel 2010, 2013, or 2016.
    1. Open Excel
    2. Excel 2013/2016: File > Account > About Excel (listed at the end of the first line on the pop-up)
    3. Excel 2010: File > Help (listed on the first line below, “About Excel”)
  2. Close Microsoft Excel
  3. Click the appropriate download button above and follow the installation wizard.

New Installation

  1. 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

2. Go to “My add-ins”, then Custom add-ins and Add an addin from URL

3. Enter the following URL in the dialogue box and click ‘ok’: https://mydocsafe.com/Outlook/WebAddIn/Publish/mydocsafe-outlook-web-add-in.xml

4. Install the plugin

You can now authenticate the connection with your MyDocSafe account.