The Acuite - MS Word integration is provided as an add-in to MS Word which needs to be installed in the user’s environment. There are two versions: one for users installing the add-in on their own machines, and one for IT administrators installing the add-in on a Terminal Server (Remote Desktop Services) environment.
Local Installation
Requirements:
The user must be able to install software on their machine
Requires MS Word 2010 or higher
Additional Notes:
Information on which documents are synced with Acuite is stored within the Word document itself
While the add-in will be loaded for all Word documents, it will take no action unless the user actively connects to Acuite
When the user connects to Acuite, the add-in will communicate with the Acuite API to retrieve configuration data related to which projects and widgets are available to the user.
Additional communication with the Acuite API happens when the user interacts with our add-in, for example to insert a particular graph or widget
Data sent to the Acuite API is limited to Acuite related information (e.g. the selected project, date ranges, the selected widget and filter options). At no point do we send any document content
When a document is saved, we will store any Acuite related information in the document itself
The add-in has an auto-update feature, whereby it will periodically check for newer versions and prompt the user to upgrade.
Setup Process:
The installer for our add-in can be downloaded from https://app.acuite.io/integrations/ms-word/download-plugin
Run the installer once downloaded (note that MS Word should not be open while installing)
On running MS Word, you should see a new menu option called ‘Acuite’
Data pulled into Acuite:
None
Data pushed into MS Word:
Graphs, tables & other pre built content blocks
Troubleshooting:
If you are having trouble installing the add-in, please check this add-in troubleshooting article.