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Microsoft Word Integration - Local Installation

Microsoft Word Integration - Local Installation

David Speight avatar
Written by David Speight
Updated this week

The Acuite - Microsoft Word integration is provided as an add-in to Microsoft Word which needs to be installed in the user’s environment.

There are two versions:

  • Local Installation - For individual users installing the add-in on their own machines

  • Terminal Server Installation - For IT administrators installing the add-in on a Terminal Server (Remote Desktop Services) environment. Refer to this article for details on Terminal Server installation.

IMPORTANT:

  • The user must be able to install software on their machine

  • Requires MS Word 2010 or higher

  • Data pulled into Acuite: None

  • Data pushed into MS Project: Graphs, tables & other pre built content blocks

Setup Process

  1. Click here to download the Acuite MS Word ADD-IN.

  2. Locate the downloaded file and double-click to open it.

  3. Click "More Info" (or a similar option) to reveal the "Run Anyway" button.

  4. Select "Run Anyway"

  5. The installation wizard will appear. Click "Next"

  6. Click "Next" again

  7. Click "Next" once more

  8. Click "Close"

Additional Notes

  1. Sync Information Storage

    1. Information about Acuite sync is stored within the Word document itself.

  2. Add-in Behaviour

    1. The Acuite add-in loads with all Word documents.

    2. It remains inactive unless the user explicitly connects to Acuite.

  3. Connecting to Acuite

    1. When the user connects, the add-in communicates with the Acuite API.

    2. It retrieves configuration data, including available projects and widgets.

  4. Interaction with the API

    1. Additional API communication occurs when the user interacts with the add-in (e.g., inserting a graph or widget).

    2. Only Acuite-related data is sent to the API, such as:

      • Selected project

      • Date ranges

      • Selected widget

      • Filter options

    3. No document content is ever sent.

  5. Saving the Document

    1. Any Acuite-related settings or selections are saved within the document itself.

  6. Auto-Update Feature

    1. The add-in periodically checks for updates.

    2. Users are prompted when a newer version is available.

Troubleshooting

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