MS Add-in setup

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

On the home page 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 sidebar select the Proteus symbol and then Sign into your Proteus account with your Microsoft or Proteus credentials

Select your Proteus tenant and then select the Proposal or Project record to link to this word document

You can now add your template tags and blocks

Select Sync to fill the tags and blocks with the record details

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.

The inserted tag will appear on the document and ready to 'Sync' with the proposal/project record