MyDocSafe for Word

Installing MyDocSafe for Word add-in adds a MyDocSafe button to the main panel of Microsoft Word. 

 

The button will appear in the top left corner and can be used to:

  1. Send a document for client approval directly from Word

  2. Publish a document in a user portal

  3. File the document anywhere in MyDocSafe

Select your system

New Installation

IMPORTANT NOTE:

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

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

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

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

Screenshots

How to install?

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