Office integrations:

Microsoft Word document management

MyDocSafe for Word

Installing MyDocSafe document management 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”)

Download 32 bit
Download 64 bit

Screenshots

MyDocSafe MS Word plugin installation wizard 1

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

MyDocSafe MS Word plugin installation wizard 2

  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

MyDocSafe MS Word plugin installation wizard 3

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

MyDocSafe MS Word plugin installation wizard 4

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

MyDocSafe MS Word plugin installation wizard 5

4. Install the plugin

MyDocSafe MS Word plugin installation wizard 6

You can now authenticate the connection with your MyDocSafe account.

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.