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Creating a Template in MS Word
Creating a Template in MS Word

How to Add the Proteus Add-in and Insert Tags

James Gold avatar
Written by James Gold
Updated over a month ago

How to add the Proteus Add-in

  • Verify if Proteus Add-in has been inserted (MS Word online and MS Word desktop app). If not following the steps below.

  • Select ‘Insert’

  • Select ‘Add-ins’

  • If not available under My Add-ins or Admin Managed, search for Proteus in the Store then select Add

  • To Open the Proteus Add-in, select Home then Open Sidebar (this may be hidden under the tri-dot menu).

  • Sign in with your Microsoft account and Proteus credentials


How to add Template tags

  • Select Add Template Tags. A list of template tags can be seen in the drop down bar.

  • Select the tag you wish to use then Insert

  • In the dropdown menu of the Template Tags several of the block tags are also available to select. Currently this consists of the WBS Summary, WBS Catalogue and a few more. If the block you wish to use is not available as a block tage, put a Placeholder within your document template as a reminder to select the required Proteus Add-in block when working on any live proposal.


How to edit / modify Text Styles

  • Select ‘Home’

  • Select ‘Heading 1’ and right click, select ‘modify’

  • Ensure you modify each heading and paragraph type to match your brand guidelines by right clicking and selecting “Modify” as shown below:

  • Modify your heading formatting and text styles to match your current guidelines


How to edit / modify Table Styles

  • Select Insert

  • Create your table

  • Click the table and Select Table Styles

  • Select Grid Table 2, Customise the table as you wish after.


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